Edit Jobs

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Revision as of 14:22, 30 May 2025

work in progress

N.B: To access this window from Opera Job Management: open Job menu, then select Suppliers or Customers

This archive allows to manage quotations, along with all the commercial data (flat costs, selling prices, order quantity...) and technical data (cutting list, optimization, machining assembly...) of the job.

Content description

Job list filter

As the job number increases, it could be quite hard to find the desired one from the list. The filters on the top of the window allow the user to manage easily the search process. The job list may be filtered by different parameters:

Year: this is the year of creation of the job in the archive.
Status: the processing status of the job.
By order reference: sorts the job list by order reference.
Customer: the customer name. If selected, only the jobs for that customer will be shown in the list.
Operator: the operator/worker who is in charge for the job. If selected, only the jobs assigned to the operator will be shown in the list.
Quick search: Quick searches in jobs looking for the first letters of the name
Keyword: a keyword to perform the filtering. Every job containing the current keyword in one field at least will be shown in the job list.
Scope: filters jobs according the origin of the job, Local, Web, Local+Web, Web modified.

N.B: web jobs are enabled only for Orchestra users (optional)

Job action buttons

: creates a new empty job.
: deletes the selected job from the list
: duplicates the selected job from the list
: edit the selected job from the list
: prints out the job list, along with status detail and additional info.
: opens the jobs total report

File:Messaggioexport.png

500 px

: this button allows to import and export jobs. The process can be carried out in different ways:

: same as above, but user can choose the destination folder.
: the job will be saved as a single archive in a JOZ file format (Job Opera Zip).

NOTE:
In order to restore a job backup, Opera must be set up to work with the same archive from which the job backup was created

: this button is used to send a job to Opera Company technical dept. The user can choose the recipient address from a list and add a note, if required. Once confirmed, the program will create a new draft e-mail with the job file in attachment.

: the selected job will be exported in xml format.

NOTE:
this button is hidden unless a filter is specified in Exporting data filters archive

(optional): manually sync web jobs.

: allows exporting displayed data to an excel worksheet .xsl.

: confirms the changes made so far and closes the current window.

Job general info

Name: the quotation code.

NOTE:
this field is usually associated with the customer name, thus is possible to load customer information from the archive by pressing

. Opera will automatically load all the customer info within the job

Sequence n°: the job index number. This is assigned by the software and cannot be changed.
Year: the job creation year. This is assigned by the software and cannot be changed.
Order ref.: In this field it is possible to insert a order reference.
Status:the processing status of the work order. The default values are Quotation,In production, To settle,Completed,Confirmed,Awaiting confirmation,Order confirmation; however, the user can customize the status list, adding new items or editing the existing ones.
Date: the full date of creation of the job. This is assigned by the software but can be changed by the user.
Worker

*Due date

Technical data

Profile prefix: the profiles identification code to assign to all the profiles and panes of the work order.

NOTE:
The identification code is used to make easier the identification of the pieces and panes belonging to a work order during the assembling process. This code will be automatically linked to the work order, and it will be possible to change it afterwards

Barcode ID: the prefix number for all the job barcodes.
ID Format for job cuts: used to group under a single ID all cuts with same lenght/machinings.(3.8.4 and above)
ID Format for job panes: used to group under a single ID all pane cuts with same size.(3.8.4 and above)

Optimization type : the optimization type to use for the job.
Margin rate class : the margin rate class to use for the job prices.
Items: the number of typologies included in the work order.
Q.ty: the number of items in the entire work order.
On hold: the number of frozen typologies of the work order.

Customer information

This section allows to insert every information about the customer (e.g. Customer code, Heading/Name, City,Agent)

Bulding yard information

Building yard information

This section allows to insert every information about the building yard (e.g. City, Address, Phone #1)

Job info

Desc:: In questa casella è possibile memorizzare la descrizione della commessa.
Note: In questa casella è possibile memorizzare alcune note relative al cliente o alla commessa.

Action buttons

: opens Job Management window
: opens Job Catalog
: opens Job Attachments dialog
: opens Job Batches dialog

: opens Project log dialog, where all info about this job over time are stored
: Opens Non conformity dialog, where to store unconformities and resolutions
: opens Job discount rates dialog.
: opens Job cuts Management dialog (3.8.4 and above)
: Job panes Management dialog (3.8.4 and above))

@@ Line 1: / Line 1: @@
 {{WIP}}
 {{BR}}
 [[Image:finestraarchiviocommesse.png|thumb|500px]]
-{{NB|To access this window from Opera Job Management: open ''Archives'' menu, then select ''Suppliers''; or select ''Clients'' from ''Jobs'' menu}}
+{{NB|To access this window from Opera Job Management: open ''Job'' menu, then select ''Suppliers'' or ''Customers''}}
 This archive allows to manage quotations, along with all the commercial data (flat costs, selling prices, order quantity...) and technical data (cutting list, optimization, machining assembly...) of the job.
@@ Line 11: / Line 12: @@
+==Job list filter ==
+As the job number increases, it could be quite hard to find the desired one from the list. The filters on the top of the window allow the user to manage easily the search process. The job list may be filtered by different parameters:
+*'''Year''': this is the year of creation of the job in the archive.
+*'''Status''': the processing status of the job.
+* '''By order reference''': sorts the job list by order reference.
+* '''Customer''': the customer name. If selected, only the jobs for that customer will be shown in the list.
+* '''Operator''': the operator/worker who is in charge for the job. If selected, only the jobs assigned to the operator will be shown in the list.
+* '''Quick search''': Quick searches in jobs looking for the first letters of the name'''
+* '''Keyword''': a keyword to perform the filtering. Every job containing the current keyword in one field at least will be shown in the job list.
+* '''Scope''': filters jobs according the origin of the job, ''Local, Web, Local+Web, Web modified''.
+{{NB| web jobs are enabled only for Orchestra users (optional) }}
+{{BR}}
+== Job action buttons ==
+*[[image:tastopiu.png]]: creates a new empty job.
+*[[image:tastomeno.png]]: deletes the selected job from the list
+*[[image:tastouguale.png]]: duplicates the selected job from the list
+*[[image:tastodiverso.png]]: edit the selected job from the list
 *[[File:tastostampa2.png]]: prints out the job list, along with status detail and additional info.
-*[[File:tastoricalcola.png]]: opens the [[Totals|jobs total report]]
+*[[File:tastoricalcola.png|29x29px]]: opens the [[Totals|jobs total report]]
+[[File:messaggioexport.png|thumb|right|500 px]]
 *[[File:tastofloppy.png]]:  this button allows to import and export jobs. The process can be carried out in different ways:
-:*[[File:backup.png]]: the job will be saved in the external backup folder.
 :*[[File:cartcomm.png]]: same as above, but user can choose the destination folder.
 :*[[File:joz.png]]: the job will be saved as a single archive in a JOZ file format (Job Opera Zip).
-:*[[File:email.png]]: same as above, but the joz file is automatically loaded as an email attachment, ready to be sent.
 :{{NOTE|In order to restore a job backup, Opera must be set up to work with the same archive from which the job backup was created}}
 *[[File:tastoinviocommessa.png]]: this button is used to send a job to Opera Company technical dept. The user can choose the recipient address from a list and add a note, if required. Once confirmed, the program will create a new draft e-mail with the job file in attachment.
-* Il pulsante [[File:tastoxml.png]]: Genera un file .xml e compare solo se abbiamo impostato i percorsi di esportazione nel quadro Filtro di esportazione dati. In questo quadro l'operatore specifica un percorso che verrà seguito dal programma durante il salvataggio del fle.
+*[[File:tastoxml.png]]: the selected job will be exported in xml format.
+:{{NOTE| this button is hidden unless a filter is specified in [[Exporting_data_filters|Exporting data filters archive]]}}
+*[[File:tastoorchestra.png]] (''optional''): manually sync web jobs.
+*[[File:tastoexcel.png]]: allows exporting displayed data to an excel worksheet .xsl.
 *[[File:tastook.png]]: confirms the changes made so far and closes the current window.
-*'''Anno''': È l’anno in cui è stata creata la commessa e anche l’archivio annuale all’interno del quale sarà memorizzata. Questo dato non sarà mai più modificabile.
+==Job general info==
+*'''Name'''[[File:tastod.png]]: the quotation code.
+:{{NOTE| this field is usually associated with the customer name, thus is possible to load customer information from the [[Contatcs|archive]] by pressing [[image:tastod.png]]. Opera will automatically load all the customer info within the job}}
-*'''Stato''': Riporta lo stato di lavorazione della commessa. (Vedi spiegazione dei campi all'interno della commessa).
-* '''Per riferimento ordine''': Ordina la lista delle commesse in base al riferimento d'ordine indicato nel campo apposito all'interno della commessa.
+*'''Sequence n°''': the job index number. This is assigned by the software and cannot be changed.
+*'''Year''': the job creation year. This is assigned by the software and cannot be changed.
+*'''Order ref.''': In this field it is possible to insert a order reference.
+*'''Status''':the processing status of the work order. The default values are ''Quotation'',''In production'', ''To settle'',''Completed'',''Confirmed'',''Awaiting confirmation'',''Order confirmation''; however, the user can [[Job status|customize]] the status list, adding new items or editing the existing ones.
+*'''Date''': the full date of creation of the job. This is assigned by the software but can be changed by the user.
+*'''Worker'''
+'''*Due date'''
-* '''Cliente''': Si tratta dei dati del cliente, es. ragione sociale, indirizzo e città. I dati del cliente possono essere stampati nell’intestazione del preventivo quindi è opportuno prestare particolare cura durante la loro digitazione all'interno della commessa.
-*'''Chiave''': Consente di visualizzare le commese inserendo una chiave di ricerca.
+== Technical data ==
-{{BR}}
+*'''Profile prefix''': the profiles identification code to assign to all the profiles and panes of the work order.
-===I campi principali di una commessa:===
+:{{NOTE| The identification code is used to make easier the identification of the pieces and panes belonging to a work order during the assembling process.  This code will be automatically linked to the work order, and it will be possible to change it afterwards}}
-*'''Nome '''[[File:tastod.png]]: È il codice della commessa. Solitamente esso è riferito al nome del cliente, il quale può essere rilevato aprendo il quadro di selezione dal pulsante abbinato.
-*'''Progressivo''': È il numero progressivo della commessa assegnato automaticamente dal programma.
+*'''Barcode ID''': the prefix number for all the job barcodes.
+*<span style="background-color: #FFFF00">'''ID Format for job cuts''': used to group under a single ID all cuts with same lenght/machinings.'''(3.8.4 and above)'''</span>
+*<span style="background-color: #FFFF00">'''ID Format for job panes''': used to group under a single ID all pane cuts with same size.'''(3.8.4 and above)'''</span>
+[[File:tipoottimizzazione.png|thumb|right]]
+*'''Optimization type''' [[File:frecciagiu.png]]: the optimization type to use for the job.
+*'''Margin rate class''' [[image:tastoc.png]]: the margin rate class to use for the job prices.
+*'''Items''': the number of typologies included in the work order.
+*'''Q.ty''': the number of items in the entire work order.
+* '''On hold''': the number of frozen typologies of the work order.
-*'''Anno''': Riporta l'anno di creazione dela commessa (vedi sopra).
+== Customer information ==
+[[File:finestradaticlientecommessa.png|400 px|thumb|Customer information]]
+This section allows to insert every information about the customer (e.g. ''Customer code'', ''Heading/Name'', ''City'',''Agent'')
+{{BR}}
-*'''Rif. ordine''': In questo campo è possibile inserire un riferimento nel caso in cui esistano più ordini dello stesso cliente.
+==Bulding yard information==
+[[File:finestradaticantierecommessa.png|400 px|thumb|Building yard information]]
+This section allows to insert every information about the building yard (e.g. ''City'', ''Address'', ''Phone #1'')
+{{BR}}
-*'''Stato''': Riporta lo stato di lavorazione della commessa. Vengono proposte 7 diverse voci:
-:;'''Preventivo'''
+== Job info ==
-::Impostare questa voce se la commessa è ancora a livello di preventivo non ancora trattato con il cliente.
-:;'''In lavorazione'''
+*'''Desc:''': In questa casella è possibile memorizzare la descrizione della commessa.
-::Impostare questa voce se la commessa è in fase di produzione.
+*'''Note''': In questa casella è possibile memorizzare alcune note relative al cliente o alla commessa.
+{{BR}}
-:;'''Da saldare'''
+==Action buttons==
-::Impostare questa voce se la commessa è stata consegnata al cliente ma il pagamento non è stato ancora perfezionato.
-:;'''Completata'''
+*[[Image:tastogestione.png]]: opens [[Job_Management|Job Management window]]
-::Impostare questa voce se la commessa è stata consegnata al cliente ed è stato perfezionato anche il pagamento.
+*[[Image:tastocatalogoimmagini.png]]: opens [[Job Catalog]]
+*[[Image:tastoallegati.png]]: opens [[Job Attachments]] dialog
+*[[Image:fasicommessa.png]]: opens [[Job Batches]] dialog
-:;'''Preventivo confermato'''
+*[[Image:diario.png]]: opens [[Project log]] dialog, where all info about this job over time are stored
-::Impostare questa voce se la commessa è ancora a livello di preventivo ma è stato già confermato dal cliente.
+*[[Image:tastononconformita.png]]: Opens [[Non conformity]] dialog, where to store unconformities and resolutions
+*[[Image:tastoclassiscontolistini.png]]: opens [[Job discount rates]] dialog.
+*<span style="background-color: #FFFF00">[[Image:gestionedeitaglicommessa.png]]: opens [[Job cuts Management]] dialog '''(3.8.4 and above)'''</span>
+*<span style="background-color: #FFFF00">[[Image:gestioneriempimenticommessa.png]]: [[Job panes Management]] dialog '''(3.8.4 and above))'''</span>
-:;'''In attesa di conferma'''
-::Impostare questa voce se la commessa è ancora a livello di preventivo, è stato già discusso con il cliente ma non è stato ancora confermato.
-:;'''Conferma d’ordine'''
+== Related links ==
-::Impostare questa voce se è stato ricevuto dal cliente il documento di conferma d’ordine.
+* [[How to do an order]]
+* [[How to manage a job catalog]]
+* [[How to manage job attachments from cloud]]
+* [[How to merge cut IDs by job order]]
+* [[How to merge fill IDs by job order]]
+* [[How to manage the history of job statuses]]
+* [[How to manage Project diary]]
+* [[How to manage job attachments from cloud]]
+* [[How to Manage List Discount Classes in Job Order]]
-*'''in data''': È la data completa in cui è stato creato il preventivo. Può essere modificabile successivamente.
-[[File:tipoottimizzazione.png|thumb|right|Menù di scelta del tipo di ottimizzazione]]
-*'''Prefisso profili''': Riporta il codice di identificazione che sarà assegnato ai profili e ai riempimenti della commessa.
-Il codice di identificazione è un codice che ha la funzione di rendere semplice, in fase di assemblaggio, l'identificazione degli spezzoni e dei riempimenti appartenenti ad una commessa. Questo codice sarà abbinato alla commessa in modo automatico ma potrà essere cambiato.
-*'''ID codice a barre''': In questo campo compare un numero che rappresenta la parte iniziale del codice a barre dei pezzi di questa commessa.
-*'''Tipo ottimizzazione ''' [[File:frecciagiu.png]]: In questo campo si apre una tendina dove è possibile impostare il tipo di ottimizzazione che il programma dove effettuare per quella commessa.
-*'''N° tipologie''': Indica il numero di tipologie contenute nella commessa.
-*'''N° pezzi''': Indica il numero di pezzi dell’intera commessa.
-* '''Congelate''': Indica il numero di tipologie congelate.
-*'''Desc:''': In questa casella è possibile memorizzare la descrizione della commessa.
-*'''Note''': In questa casella è possibile memorizzare alcune note relative al cliente o alla commessa.
-* Sezione cliente: In questa sezione, attraverso il pulsante [[File:tastod.png]], possiamo inserire tutti i dati riguardanti il cliente (Codice cliente, Rag.soc./Nome, Città, Indirizzo), nel quadro '''Dati cliente commessa'''
-*Sezione cantiere: In questa sezione, attraverso il pulsante [[File:tastod.png]], possiamo inserire tutti i dati riguardanti il cantiere (Città, Indirizzo, Tel.#1), nel quadro '''Cantiere'''
-{|
-|[[File:quadrodaticlientecommessa.png|400 px|thumb|Il quadro dei dati relativi al cliente]]
-|[[File:quadrodaticantiere.png|400 px|thumb|Il quadro dei dati relativi al cantiere]]
-|}
-{{BR}}
-*[[Image:tastogestione.png]]: apre il quadro di [[Gestione commessa|gestione della commessa]]
-*[[Image:tastocatalogoimmagini.png]]: apre il catalogo lavori
-*[[Image:tastoallegati.png]]: apre il quadro dell'archivio allegati della commessa
--->
 <!-- HELP: JM/W140 -->
 [[Category: JM/Manual]]

Edit Jobs

From Opera Wiki

Revision as of 14:22, 30 May 2025

Contents

Job list filter

Job action buttons

Job general info

Technical data

Customer information

Bulding yard information

Job info

Action buttons

Related links

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