Job Management                                Creating a New Job from a QuoteWerks Order - Existing Customer/Site/System

QuoteWerks - Job for an Existing Customer/Site/System (continued)

Job System

6.  The Job System form will be displayed.  Un-check the New System checkbox at the top left of the System form. Click the lookup button to the right of the System Account field.  The Select Customer System form will be displayed.  Highlight the System record then click the Save button at the lower right of the form.

8.  The System form will fill in with all the information from the System setup from the Customer Explorer.  Click the Apply button to save the information loaded into this form.

  While the Job is in process, any changes that need to be made to any of the fields of the System record must be done from the Job System form.  When the Job is closed, the Job System information will overwrite the System information displayed in the Customer Explorer.

The remainder of Job Setup steps are the same as when creating a Job for a new customer.  Follow steps 18 through 25 within the help topic QuoteWerks Job-New Customer - Installs.

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