Microsoft word - swk jc-1029

Job Invoices with Comment Block
Overview
This Extended Solution to the Job Cost module adds the ability to include a comment block on Fixed Price and Time and Material invoices. If SWK Technologies, Inc. Software Extended Solution JC-1001: Enhanced Job Invoice Format is installed and enabled, you may choose to print the comment block in the header/total section of a one-page Time and Material Invoice. Unless explicitly stated within this document, no changes have been made to graphical form programs. Do not check the ‘Use Graphical Forms’ option in the affected module’s Setup if you want to take advantage of the form printing changes offered by this Extended Solution. If you have elected to use graphical forms in the module’s Setup, the features of this Extended Solution that affect form printing will
Installation
Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped.
Installing Your Extended Solutions under Windows
If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to
start the installation program. Follow the on-screen instructions.
Extended Solutions Control Center
Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following SWK Technologies, Inc. • 973-758-6100 • www.swktech.com Custom Office
If you customize your MAS 90 MAS 200, then you must run the Update Utility every time you install a SWK Technologies, Inc. Software Extended Solution. Once the disk is installed, you will need to access the Job Cost Setup menu option screen. After the standard MAS 90 MAS 200 option screens have been displayed, a Setup screen for this Extended Solution will appear. Check the ‘Enable Extended Solution’ box to activate this Extended Solution (Figure 1). The manual for this Extended Solution, if it has been installed, can be viewed by clicking the ‘Manual’ button next to the ‘Enable Extended Solution’ check box. It can also be viewed via the Extended Solutions Control Center (see Installation,
INVOICE TYPE: Select ‘Fixed Contract Invoices’ or ‘Time and Materials Invoices’ or select
You should visit this Setup screen after each upgrade or reinstallation of this Extended
Operation
When entering a comment on a Job Invoice, a window will appear that allows 14 lines for comments, with 65 characters for each line (Figure 2). Upon leaving the Comment Block window, the first 30 characters of the first comment line will be displayed in the comment SWK Technologies, Inc. • 973-758-6100 • www.swktech.com SWK Technologies, Inc. • 973-758-6100 • www.swktech.com When printing Job Invoices, the Comment Block will use as its starting row and column position, the location specified for the comment field. The 14 lines of comments will be printed one underneath the other and will stay aligned with each other (Figure 4). Care should be taken when specifying the print location to be sure that the comment block will not wrap around the right margin or print past the bottom of the form. ABC DISTRIBUTION AND SERVICE CORP. INVOICE NUMBER: 0000587-IN Seattle, WA 98104 INVOICE DATE: 10/11/93 CUSTOMER NO: 01-SCA STEVE ANDERSON TEST 16627 SE 26TH PL JOB NUMBER: 1111111 BELLEVUE WA 980008 COMMENT: THIS IS THE FIRST LINE OF THE COMMENT BOX PROVIDED BY JC-1029 THIS IS THE SECOND LINE OF THE COMMENT BOX PROVIDED BY JC-1029 THIS IS THE THIRD LINE OF THE COMMENT BOX PROVIDED BY JC-1029 THIS IS THE FOURTH LINE OF THE COMMENT BOX PROVIDED BY JC-1029 BILLABLE CONTRACT AMOUNT: .00 LESS PREVIOUSLY INVOICED: 1,001.00 ------------- AMOUNT BILLABLE THIS INVOICE: .00 SWK Technologies, Inc. • 973-758-6100 • www.swktech.com If you are using the JC-1001 one-page invoice form for Time and Material Invoices, you may print the comment block in the header of every page or in the total section on the last page. Figure 5 is an example of the comment block in the header of every page. Figure 6 is an example of the comment block in the totals section of the last page. ABC Company--GEN2 INVOICE NUMBER: 0000315-IN ADDRESS 12131 E. 14th Street ADDRESS 2Suite 100 INVOICE DATE: 05/31/95 CITYSTZIPMilwaukee WI 53151 SALESPERSON: 0100 American Business Futures 2131 E. 14th Street JOB NUMBER: 0000-001 Suite 100 Milwaukee WI 53151 TERMS: Net 30 Days JOB DESC: DEARBORN HALL CONSTRUCTION COMMENT: COMMENT BLOCK LINE 1111111111111111111111111111111111111111111111 COMMENT BLOCK LINE 2222222222222222222222222222222222222222222222 -------------------------------------------------------------------------------- COST CODE TYPE DESCRIPTION TRAN DATE BILL METHD TX? U/M UNITS BILL RATE BILL AMOUNT -------------------------------------------------------------------------------- 001-000-000 L THIS IS THE FIRST 30 CHARACTERTHIS IS 9 COST CODE 001-000-000% MARKUP N EACH 5.00 220.00 001-000-000 M THIS IS THE 1ST 30 CHARACTERSXTHE 2ND 9 COST CODE 001-000-000% MARKUP N MANY 1.00 51.38 SWK Technologies, Inc. • 973-758-6100 • www.swktech.com ABC Company--GEN2 INVOICE NUMBER: 0000315-IN ADDRESS 12131 E. 14th Street ADDRESS 2Suite 100 INVOICE DATE: 05/31/95 CITYSTZIPMilwaukee WI 53151 American Business Futures 2131 E. 14th Street JOB NUMBER: 0000-001 Suite 100 Milwaukee WI 53151 TERMS: Net 30 Days -------------------------------------------------------------------------------- COST CODE TYPE DESCRIPTION TRAN DATE BILL METHD TX? U/M UNITS BILL RATE BILL AMOUNT -------------------------------------------------------------------------------- 001-000-000 L THIS IS THE FIRST 30 CHARACTERTHIS IS 9 COST CODE 001-000-000% MARKUP N EACH 5.00 220.00 001-000-000 M THIS IS THE 1ST 30 CHARACTERSXTHE 2ND 9 COST CODE 001-000-000% MARKUP N MANY 1.00 51.38 COMMENT: COMMENT BLOCK LINE 1111111111111111111111111111111111111111111111 COMMENT BLOCK LINE 2222222222222222222222222222222222222222222222 TAXABLE AMOUNT: .00 NON-TAXABLE: 271.38
Report Master/Visual Integrator
The files listed below have been added or changed in the Data Dictionary by this Extended Solution for Visual Integrator purposes. The Data Dictionary may contain other files and data fields that are not available without their corresponding SWK Technologies, Inc. Software Extended Solutions installed. Note: The Report Master module is not supported in MAS 200 SQL. SWK Technologies, Inc. • 973-758-6100 • www.swktech.com Crystal Reports
The files listed below have been added or changed in the Crystal Dictionaries by this Extended Solution for Crystal Reports purposes. Any additions or changes to the Crystal Dictionaries will be incorporated into your system after you set up the Extended Solution or when you use the Star Part (*PART) option from a menu. Be aware that the Crystal Dictionaries may contain other files and data fields that will be unavailable without their corresponding Extended Solutions installed.
Upgrades and Compatibility
The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade.
Documentation
Only changes made by SWK Technologies, Inc. to the standard operation of MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200. SWK Technologies, Inc. • 973-758-6100 • www.swktech.com

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