Insertion into the job
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[[Image: finestracosavuoiinserire.png|thumb|500px|right|The insertion choice window]] | [[Image: finestracosavuoiinserire.png|thumb|500px|right|The insertion choice window]] | ||
| - | {{NB|To access this framework in Opera Job Management: | + | {{NB|To access this framework in Opera Job Management: From the "Job Management" menu, select "Edit Jobs", then click the corresponding button [[Image:tastogestione.png]]; then, click the button [[File:tastoinser.png]]}} |
| - | Through this framework you can enter: | + | Through this framework, you can enter and manage: |
==Typology== | ==Typology== | ||
| - | [[Image:TastoinserimentoTipologia.png]]: | + | [[Image:TastoinserimentoTipologia.png]]: opens the '''Select typology''' framework. Then, select the type to insert in the job; confirming with [[File:ok.png]] will open the [[General info - type |General info - type ]] panel. |
{{BR}} | {{BR}} | ||
== Price List Item== | == Price List Item== | ||
| - | [[Image:TastoinserimentoTipologiadaListino.png]] the '''Select price list item''' panel | + | [[Image:TastoinserimentoTipologiadaListino.png]]: after the '''Select price list item''' panel is opened, select the typology to add to the job; confirming with [[File:ok.png]] opens the [[General info - type |General info - type ]] panel. |
| - | {{NB|This function is only available for those who have the step ''Price List Management'' | + | {{NB|This function is only available for those who have the step ''Price List Management''. This function allows you to directly match a typology from a price list and apply all relevant surcharges to it. |
[http://wiki.operacompany.com/en/index.php/Opera_Job_Management_user_guide#Section_5: Price List]}} | [http://wiki.operacompany.com/en/index.php/Opera_Job_Management_user_guide#Section_5: Price List]}} | ||
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==Parts== | ==Parts== | ||
[[Image: QuadrodatigeneralitipologiaMateriale.png|thumb|500px|right|Fig.1 General info – type Parts]] | [[Image: QuadrodatigeneralitipologiaMateriale.png|thumb|500px|right|Fig.1 General info – type Parts]] | ||
| - | [[Image:TastoinserimentoMateriale.png]]: | + | [[Image:TastoinserimentoMateriale.png]]: press this button to open the picture shown in Fig.1: |
| - | * '''Name''': | + | * '''Name''': this field represents the name of the Bill of Materials associated with the job. |
| - | * ''' Manufacturing time (min.)''': | + | * ''' Manufacturing time (min.)''': are the minutes required for the labor of the selected ''Parts type''. |
| - | * ''' Installation time (min.)''': | + | * ''' Installation time (min.)''': are the minutes required for the installation of the selected ''Parts type''. |
| - | * ''' Profile prefix''': | + | * ''' Profile prefix''': is the identification code of the ''Parts type''. |
| - | * ''' Desc''': in this | + | * ''' Desc''': in this field, you can enter a description. |
| - | * ''' Exclude from carts''': if active, you can exclude this list from being included in the carts | + | * ''' Exclude from carts''': if active, you can exclude this list from being included in the carts during cart management. |
* ''' No price list in chart''': excludes this ''Parts type'' from the chart. | * ''' No price list in chart''': excludes this ''Parts type'' from the chart. | ||
| - | * ''' Hide''': if active hides the | + | * ''' Hide''': if active, hides the materials, which wont appear in the chart. |
| - | * ''' Optional''': if active allows these ‘'Parts | + | * ''' Optional''': if active, allows these ‘'Parts types’' to be set as optional. |
* ''' Final price''': allows the ‘'Parts type’' to be associated with a selling price. | * ''' Final price''': allows the ‘'Parts type’' to be associated with a selling price. | ||
| - | * '''% salesman''': if active allows to consider the percentage of the | + | * '''% salesman''': if active, allows to consider the percentage of the salesmen on the ''Parts Typology''. |
| - | * '''# Price'''[[File:tastomenutendina.png]]: is activated if | + | * '''# Price'''[[File:tastomenutendina.png]]: is activated if ‘’'Multi-discount management'‘’ is selected in the [[Company data]] the field. |
* ''' Price group''' [[File:tastoc.png]]: opens the framework that allows you to match a [[Price Group Selection|Price Group Selection]] to the material. | * ''' Price group''' [[File:tastoc.png]]: opens the framework that allows you to match a [[Price Group Selection|Price Group Selection]] to the material. | ||
| - | *[[Image:Tastomateriali.png]]: | + | *[[Image:Tastomateriali.png]]: allows you to enter the [[Bill of materials|Bill of materials box]] to add bulk material within the order. |
| - | *[[Image:tastocosti.png|56x56px]]: opens the panel [[Typology calculations|Typology calculations]] | + | *[[Image:tastocosti.png|56x56px]]: opens the panel [[Typology calculations|Typology calculations]]. |
| - | *[[Image:Tastocalcoli.png]]: | + | *[[Image:Tastocalcoli.png]]: allows you to check the calculations of ''Parts type''. |
{{BR}} | {{BR}} | ||
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[Image:TastoinserimentoDistintaditaglio.png]]: this button opens the picture shown in Fig.2: | [Image:TastoinserimentoDistintaditaglio.png]]: this button opens the picture shown in Fig.2: | ||
* '''Name''': is the name of the bill of materials. | * '''Name''': is the name of the bill of materials. | ||
| - | * '''Manufacturing time (min.)''': are the minutes required for the labor of | + | * '''Manufacturing time (min.)''': are the minutes required for the labor of the selected ''Cutting type''. |
| - | * '''Installation time (min.)''': are the minutes required for the installation of ''Cutting type'' | + | * '''Installation time (min.)''': are the minutes required for the installation of the selected''Cutting type''. |
| - | * '''Profile prefix''': is the ''Cutting type'' identification code | + | * '''Profile prefix''': is the ''Cutting type'' identification code. |
| - | * ''' Desc''': in this | + | * ''' Desc''': in this field, you can enter a description. |
| - | * ''' Exclude from carts''': if active, you can exclude this list from | + | * ''' Exclude from carts''': if active, you can exclude this list from the charts when using the charts management. |
| - | * '''No price list in chart''': excludes | + | * '''No price list in chart''': excludes the selected ''Cutting type'' from the chart. |
| - | * ''' Hide''': if active hides the material, which | + | * ''' Hide''': if active, hides the material, which wont appear in the chart. |
| - | * ''' Optional''': if active allows | + | * ''' Optional''': if active, allows the selected ''Cutting type'' to be set as optional. |
* ''' Final price''': allows the ''Cutting type'' to be associated with a selling price. | * ''' Final price''': allows the ''Cutting type'' to be associated with a selling price. | ||
| - | * '''% salesman''': if active allows to consider the percentage of the | + | * '''% salesman''': if active, allows to consider the percentage of the salesmen on the ''Cutting type''. |
| - | * '''# Price'''[[File:tastomenutendina.png]]: is activated if | + | * '''# Price'''[[File:tastomenutendina.png]]: is activated if ‘’'Multi-discount management'‘’ is selected in the [[Company data]] the field. |
* ''' Price group''' [[File:tastoc.png]]: opens the framework that allows you to match a [[Price Group Selection|Price Group Selection]] to the material. | * ''' Price group''' [[File:tastoc.png]]: opens the framework that allows you to match a [[Price Group Selection|Price Group Selection]] to the material. | ||
| - | *[[Image:TastoDistintaditaglio.png]]: | + | *[[Image:TastoDistintaditaglio.png]]: pressing this key will allow you to enter the [[Cutting List|Cutting List]] frame. |
| - | *[[Image:Tastomateriali.png]]: | + | *[[Image:Tastomateriali.png]]: allows you to enter the [[Bill of materials|Bill of materials box]] to see the entire material generated from the cutting list. |
| - | *[[Image:tastocosti.png|56x56px]]: opens the panel [[Typology calculations|Typology calculations]] | + | *[[Image:tastocosti.png|56x56px]]: opens the panel [[Typology calculations|Typology calculations]]. |
| - | *[[Image:Tastocalcoli.png]]: | + | *[[Image:Tastocalcoli.png]]: allows you to check the calculations of ''Cutting type''. |
==Extra cost== | ==Extra cost== | ||
[[Image: FinestraGestionecostiextracommessa.png|thumb|500px|right|Fig.1 | [[Image: FinestraGestionecostiextracommessa.png|thumb|500px|right|Fig.1 | ||
job extra cost templates]] | job extra cost templates]] | ||
| - | [[Image:Tastoinserimentocostiextra.png]]: this button | + | [[Image:Tastoinserimentocostiextra.png]]: press this button to open the picture |
shown in Fig.1: | shown in Fig.1: | ||
* '''Name''': is the name of the extra cost. | * '''Name''': is the name of the extra cost. | ||
| - | * '''Type''':[[File:tastomenutendina.png]]: from the matching menu you can choose the | + | * '''Type''':[[File:tastomenutendina.png]]: from the matching menu, you can choose the |
| - | type | + | type for the extra cost. |
* '''Margin rate''':[[File:tastomenutendina.png]]: from the matching menu it is possible | * '''Margin rate''':[[File:tastomenutendina.png]]: from the matching menu it is possible | ||
choose the type of margin rate to match. | choose the type of margin rate to match. | ||
* '''Code''': extra cost code. | * '''Code''': extra cost code. | ||
| - | * '''Cost''':cost of the | + | * '''Cost''':cost of the extra job model . |
| - | * '''Formula''':formula to be used for the cost of the | + | * '''Formula''':formula to be used for the cost of the extra job model. |
| - | * '''Minutes''':time in the case of 'Type'' | + | * '''Minutes''':time cost in minutes in the case of 'Type'' (e.g. Minutes |
Manufacturing, Minutes of Installation and Minutes of Control Frames). | Manufacturing, Minutes of Installation and Minutes of Control Frames). | ||
* '''Replace''': when presented with a ''Type'' compatible cost (Ex: Cost of profiles, Cost | * '''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. | 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 | * '''Manually entered cost''': indicates that it is a manually entered cost | ||
| - | * '''Description''':allows you to enter a description | + | * '''Description''':allows you to enter a description. |
* '''Keyword''': custom search key. | * '''Keyword''': custom search key. | ||
| - | * '''Data”: | + | * '''Data”: date of entry extra cost. |
* '''Show on job''': if enabled, the cost will be shown as a position in | * '''Show on job''': if enabled, the cost will be shown as a position in | ||
for a quick view. | for a quick view. | ||
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[[Image:TastoinserimentoRigacommessa.png]] | [[Image:TastoinserimentoRigacommessa.png]] | ||
* '''Name''':is the name of the job lines. | * '''Name''':is the name of the job lines. | ||
| - | * '''Number of pieces''': | + | * '''Number of pieces''':shows the quantity of pieces to add. |
* '''Profile prefix''':is the identifier of the “Job lines”. | * '''Profile prefix''':is the identifier of the “Job lines”. | ||
| - | * '''Desc.''': | + | * '''Desc.''':allows you to enter a description . |
* '''Notes''':field allowing the insertion of a note. | * '''Notes''':field allowing the insertion of a note. | ||
| - | * '''Supplier''':[[File:tastoc.png]]: the matching button opens the frame that allows | + | * '''Supplier''':[[File:tastoc.png]]: the matching button opens the frame that allows to |
select the [[Contact Archive|supplier]]. | select the [[Contact Archive|supplier]]. | ||
* '''Code''': field that allows to match a code to the job lines. | * '''Code''': field that allows to match a code to the job lines. | ||
* '''Keyword''': custom search key. | * '''Keyword''': custom search key. | ||
| - | * '''Hide''': if this option is enabled, it hides the job lines, which | + | * '''Hide''': if this option is enabled, it hides the job lines, which wont appear in the Chart. |
| - | * '''Optional''':if enabled, it allows to set as optional | + | * '''Optional''':if enabled, it allows to set as optional the selected “Job lines”. |
* '''Final price''': allows you to associate a price of sale to the job lines. | * '''Final price''': allows you to associate a price of sale to the job lines. | ||
| - | * '''Increment''': | + | * '''Increment''':increases by matching a percentage to the price of sale. |
* '''Discount''':allows you to match a discount to the “Job lines”. | * '''Discount''':allows you to match a discount to the “Job lines”. | ||
| - | * '''% salesman.”: if enabled, allows to consider the percentage of the | + | * '''% salesman.”: if enabled, it allows to consider the percentage of the salesmen |
| - | + | on the selected “Job lines”. | |
* '''Price group''':[[File:tastoc.png]]: opens the frame that allows you to match a | * '''Price group''':[[File:tastoc.png]]: opens the frame that allows you to match a | ||
[[Price groups|price group]] to the order line. | [[Price groups|price group]] to the order line. | ||
* '''Apply after the total''': if selected, apply the price after calculating the total | * '''Apply after the total''': if selected, apply the price after calculating the total | ||
in the Chart press. | in the Chart press. | ||
| - | * '''Formula''': in this field is shown the formula matched to the job lines created in [[Archivio righe commessa]]. | + | * '''Formula''': in this field, it is shown the formula matched to the job lines created in [[Archivio righe commessa]]. |
The [[File:tastocosti.png]] button opens the picture of [[Cost Management Typology|cost management]]. | The [[File:tastocosti.png]] button opens the picture of [[Cost Management Typology|cost management]]. | ||
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[[Image: QuadroSelezioneCommessaCommessa.png|thumb|500px|right|Fig.3 Finestra di selezione commessa]] | [[Image: QuadroSelezioneCommessaCommessa.png|thumb|500px|right|Fig.3 Finestra di selezione commessa]] | ||
[[Image:Tastoinserimentocommessa.png]] | [[Image:Tastoinserimentocommessa.png]] | ||
| - | Selecting the ''Job'' button will open the selection of jobs as shown in Fig.3.<br> | + | Selecting the ''Job'' button will open the selection of jobs as shown in Fig.3.<br> Filters (by Year, State, etc...) are available. |
{{BR}} | {{BR}} | ||
| - | Once the job you intend to import has been selected, a menu | + | Once the job you intend to import has been selected, a menu opens with the following information: |
[[Image: Quadroparameterimportazionecommessa.png|thumb|500px|right|Fig.4 | [[Image: Quadroparameterimportazionecommessa.png|thumb|500px|right|Fig.4 | ||
Job Import Panel]] | Job Import Panel]] | ||
| - | * '''Progressive''': | + | * '''Progressive''': shows the progressive of the selected job. |
| - | * '''Year''': | + | * '''Year''': shows the year of the selected job. |
| - | * '''Name''': | + | * '''Name''': shows 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. | * '''Prefix''': is the identifier code of the typologies that will be imported. If left blank, the program will automatically assign a progressive. | ||
{{BR}} | {{BR}} | ||
[[Image: Quadroimportazionetipologiecommessa.png|thumb|500px|right|Fig.5 | [[Image: Quadroimportazionetipologiecommessa.png|thumb|500px|right|Fig.5 | ||
Type selection panel to be imported]] | Type selection panel to be imported]] | ||
| - | * '''Typology''': [[Image:menutendina.png]] allows | + | * '''Typology''': [[Image:menutendina.png]] allows to choose what to import from the selected job: |
| - | **”All”: all typologies of the job will be entered | + | **”All”: all typologies of the job will be entered. |
| - | **”01” - ...'': the first typology will be inserted | + | **”01” - ...'': the first typology will be inserted. |
| - | **”02” - ...'': the second typology will be inserted | + | **”02” - ...'': the second typology will be inserted. |
** “ ... - …” : ....... | ** “ ... - …” : ....... | ||
Latest revision as of 16:28, 3 July 2025
N.B: To access this framework in Opera Job Management: From the "Job Management" menu, select "Edit Jobs", then click the corresponding button 
; then, click the button 
Through this framework, you can enter and manage:
Contents |
Typology
File:TastoinserimentoTipologia.png: opens the Select typology framework. Then, select the type to insert in the job; confirming with 
will open the General info - type panel.
Price List Item
File:TastoinserimentoTipologiadaListino.png: after the Select price list item panel is opened, select the typology to add to the job; confirming with opens the General info - type panel.
N.B: This function is only available for those who have the step Price List Management. This function allows you to directly match a typology from a price list and apply all relevant surcharges to it.
Price List
Parts
File:QuadrodatigeneralitipologiaMateriale.png
Fig.1 General info – type Parts
File:TastoinserimentoMateriale.png: press this button to open the picture shown in Fig.1:
- Name: this field represents the name of the Bill of Materials associated with the job.
- Manufacturing time (min.): are the minutes required for the labor of the selected Parts type.
- Installation time (min.): are the minutes required for the installation of the selected Parts type.
- Profile prefix: is the identification code of the Parts type.
- Desc: in this field, you can enter a description.
- Exclude from carts: if active, you can exclude this list from being included in the carts during cart management.
- No price list in chart: excludes this Parts type from the chart.
- Hide: if active, hides the materials, which wont appear in the chart.
- Optional: if active, allows these ‘'Parts types’' 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 salesmen on the Parts Typology.
- # Price
: is activated if ‘’'Multi-discount management'‘’ is selected in the Company data the field.
- 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
File:QuadrodatigeneralitipologiaTaglio.png
Fig.2 General info – type cutting
[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 the selected Cutting type.
- Installation time (min.): are the minutes required for the installation of the selectedCutting type.
- Profile prefix: is the Cutting type identification code.
- Desc: in this field, you can enter a description.
- Exclude from carts: if active, you can exclude this list from the charts when using the charts management.
- No price list in chart: excludes the selected Cutting type from the chart.
- Hide: if active, hides the material, which wont appear in the chart.
- Optional: if active, allows the selected 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 salesmen on the Cutting type.
- # Price: is activated if ‘’'Multi-discount management'‘’ is selected in the Company data the field.
- 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:FinestraGestionecostiextracommessa.png
Fig.1 job extra cost templates
File:Tastoinserimentocostiextra.png: press this button to 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 for the 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 extra job model .
- Formula:formula to be used for the cost of the extra job model.
- Minutes:time cost in minutes in the case of 'Type (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:QuadrodatigeneratipoRigacommessa.png
Fig.2 General data typology Job lines
File:TastoinserimentoRigacommessa.png
- Name:is the name of the job lines.
- Number of pieces:shows the quantity of pieces to add.
- Profile prefix:is the identifier of the “Job lines”.
- Desc.:allows you to enter a description .
- Notes:field allowing the insertion of a note.
- Supplier:: the matching button opens the frame that allows 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 wont appear in the Chart.
- Optional:if enabled, it allows to set as optional the selected “Job lines”.
- Final price: allows you to associate a price of sale to the job lines.
- Increment:increases by matching a percentage to the price of sale.
- Discount:allows you to match a discount to the “Job lines”.
- % salesman.”: if enabled, it allows to consider the percentage of the salesmen
on the selected “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, it is shown the formula matched to the job lines created in Archivio righe commessa.
The 
button opens the picture of cost management.
Job
File:QuadroSelezioneCommessaCommessa.png
Fig.3 Finestra di selezione commessa
File:Tastoinserimentocommessa.png
Selecting the Job button will open the selection of jobs as shown in Fig.3.
Filters (by Year, State, etc...) are available.
Once the job you intend to import has been selected, a menu opens with the following information:
File:Quadroparameterimportazionecommessa.png
Fig.4 Job Import Panel
- Progressive: shows the progressive of the selected job.
- Year: shows the year of the selected job.
- Name: shows 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.
File:Quadroimportazionetipologiecommessa.png
Fig.5 Type selection panel to be imported
- Typology:
allows 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.
- “ ... - …” : .......
