Insertion into the job

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Revision as of 09:52, 1 July 2025

The insertion choice window

N.B: To access this framework in Opera Job Management: from the Job Management menu, select the Edit Jobs item, followed by the button ; and then click the button

Through this framework you can enter:

Typology

File:TastoinserimentoTipologia.png: you will open the Select typology framework, you can select the type to insert in the job; confirming with will open the General info - type panel.

Price List Item

File:TastoinserimentoTipologiadaListino.png the Select price list item panel will open, select the typology to be included in the job; confirming with will open the General info - type panel.

N.B: This function is only available for those who have the step Price List Management, this function will allow to directly match a typology from a price list, and apply to it all the surcharges of case [e.29 Price List Menu]

Parts

File:TastoinserimentoMateriale.png:Press this button to open the picture shown in Fig.1:

• Name: it is the name of the bill of materials
• Manufacturing time (min.): Are the minutes required for the labor of these Parts type
• Installation time (min.): Are the minutes required for the installation of these Parts type
• Profile prefix: Is the identification code of the Parts type
• Desc: in this box you can enter a description
• Exclude from carts: if active, you can exclude this list from being included in the carts when using the carts management.
• No price list in chart: excludes this Parts type from the chart.
• Hide: if active hides the material, which will not appear in the chart.
• Optional: if active allows these ‘'Parts type’' to be set as optional.
• Final price: allows the ‘'Parts type’' to be associated with a selling price.
• % salesman: if active allows to consider the percentage of the salesman also on Parts Typology.
• # Price: is activated if in the Company data the field ‘’'Multi-discount management'‘’ is selected.
• Price group : opens the framework that allows you to match a Price Group Selection to the material.
• : Allows you to enter the Bill of materials box to add bulk material within the order.
• : opens the panel Typology calculations
• : Allows you to check the calculations of Parts type

Cutting list

[Image:TastoinserimentoDistintaditaglio.png]]: this button opens the picture shown in Fig.2:

• Name: is the name of the bill of materials.
• Manufacturing time (min.): are the minutes required for the labor of this Cutting type
• Installation time (min.): are the minutes required for the installation of Cutting type
• Profile prefix: is the Cutting type identification code
• Desc: in this box you can enter a description
• Exclude from carts: if active, you can exclude this list from being included in the carts when using the carts management.
• No price list in chart: excludes this Cutting type from the chart.
• Hide: if active hides the material, which will not appear in the chart.
• Optional: if active allows these Cutting type to be set as optional.
• Final price: allows the Cutting type to be associated with a selling price.
• % salesman: if active allows to consider the percentage of the salesman also on Cutting type.
• # Price: is activated if in the Company data the field ‘’'Multi-discount management'‘’ is selected.
• Price group : opens the framework that allows you to match a Price Group Selection to the material.
• File:TastoDistintaditaglio.png: Pressing this key will allow you to enter the Cutting List frame.
• : Allows you to enter the Bill of materials box to see the entire material generated from the cutting list.
• : opens the panel Typology calculations
• : Allows you to check the calculations of Cutting type

Extra cost

File:Tastoinserimentocostiextra.png: this button will open the picture shown in Fig.1:

• Name: is the name of the extra cost.
• Type:: from the matching menu you can choose the

type of extra cost.

• Margin rate:: from the matching menu it is possible

choose the type of margin rate to match.

• Code: extra cost code.
• Cost:cost of the job extra model .
• Formula:formula to be used for the cost of the job extra model.
• Minutes:time in the case of 'Type cost that provides Minutes (e.g. Minutes

Manufacturing, Minutes of Installation and Minutes of Control Frames).

• Replace: when presented with a Type compatible cost (Ex: Cost of profiles, Cost

acc. mont. , etc.), by activating the check it will be possible to replace the amount.

• Manually entered cost: indicates that it is a manually entered cost
• Description:allows you to enter a description
• Keyword: custom search key.
• Data”: Date of entry extra cost.
• Show on job: if enabled, the cost will be shown as a position in

for a quick view.

Job lines

File:TastoinserimentoRigacommessa.png

• Name:is the name of the job lines.
• Number of pieces:Indicates the quantity that you want to add.
• Profile prefix:is the identifier of the “Job lines”.
• Desc.:field allowing a description to be entered.
• Notes:field allowing the insertion of a note.
• Supplier:: the matching button opens the frame that allows you to

select the supplier.

• Code: field that allows to match a code to the job lines.
• Keyword: custom search key.
• Hide: if this option is enabled, it hides the job lines, which will not appear in the Chart.
• Optional:if enabled, it allows to set as optional this the “Job lines”.
• Final price: allows you to associate a price of sale to the job lines.
• Increment:satisfied with matching a percentage increase to the price of sale
• Discount:allows you to match a discount to the “Job lines”.
• % salesman.”: if enabled, allows to consider the percentage of the salesman

also on this “Job lines”.

• Price group:: opens the frame that allows you to match a

price group to the order line.

• Apply after the total: if selected, apply the price after calculating the total

in the Chart press.

• Formula: in this field is shown the formula matched to the job lines created in Archivio righe commessa.

The button opens the picture of cost management.

Job

File:Tastoinserimentocommessa.png Selecting the Job button will open the selection of jobs as shown in Fig.3.
May be used filters by Year or State etc etc just like in the jobs list.
Once the job you intend to import has been selected, a menu will be opened with the following information:

• Progressive: Indicates the progressive of the selected job
• Year: Indicates the year of the selected job
• Name: Indicates the name of the selected job
• Prefix: is the identifier code of the typologies that will be imported. If left blank, the program will automatically assign a progressive.

• Typology: allows you to choose what to import from the selected job:
  • ”All”: all typologies of the job will be entered
  • ”01” - ...: the first typology will be inserted
  • ”02” - ...: the second typology will be inserted
  • “ ... - …” : .......