Job Management Creating a New Job Creating a New Job from a QuoteWerks Order
Creating a New Job from a QuoteWerks Order
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. Press the lookup button to the right of the System Account field. The Select Customer System form will be displayed. Highlight the System record then press the Save button at the lower right of the form.
ss10403
7. A confirmation message will be displayed; press the Yes button to proceed.
10004
8. The System form will fill in with all the information setup from the Customer Explorer. Press 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 QW Job-New Customer - Installs.