Job Information System - Enhancement List

Module

Enhancement Description

Status

JIS

Write utility to run a branches that will find all jobs without Distr. And attach client as distr.

Complete

JIS

Distribution - Copies To screen - separate the "Type of Copy" and "# of Copies" into separate fields. "Type of Copy" should be a pull down list.

Complete

JIS

Convert System To Visual.

WIP

JIS

WO - if you change to work date from today, it will jump to something completely "off the wall" when you save the WO.

JIS

Put a "Status" on a Job. Unless a Job is "Active", don't allow workorders to be written against it.

JIS

Add a "Project Table" and include the ability to tie Jobs together into a project.

JIS

Report to supply information for 254 and 255 reports.

West Palm

JIS

Get label program to work over PCAnywhere

WIP

JIS

Change W/O Memo field to a character field.

JIS

Only show Active employees (except in reports).

JIS

Consolidate Client and Distr. File into 1 file.

JIS

Ability to automatically pull "Units" from JIS workorders directly into JBS.

JIS

New screen to hold Job Profile "what was this job about (what made it different or interesting).

JIS

Need ability to pull Job Profile from branches to corporate

JIS

Need ability for branches to query Job Profiles from corporate and pull this data for several jobs back to their computer in a text file.

JIS

Ability to enter "Unit Billing" information on W/O screen for automatic transfer to JBS.

JIS

Create a real audit trail with the ability to roll back and report on it.

JIS

Have program "require" a client and at least 1 Distr. Before saving a Job.

JIS/JRS

Need space for Building Permit #, Job Site Address

West Palm

JMS

Additional sorts on Proposals, Contacts, and Futures to sort by multiple criteria (get specs. From Bob).

JMS

Ability to attach Notes/Reminders to contacts. So that others can see. A more structured form of the memo field.

JRS

Need ability to create Proctor Documents. (Kathy is working on template).

Complete

JRS

Screen to locate density tests and reassign them to another W/O #.

Complete

JRS

Put Distr, Attn To name on Distribution on all reports (i.e. Company Name / Attn To)

Complete

JRS

Have a table to contain proctor information so you can pull the same proctor information into multiple W/O densities without having to re-key it.

JRS

Need the ability to assign "View Only" security to each module.

JRS

Make headers (job, client, contractor, date, weather, etc.) on all Word document reports have the same format, order, spacing etc.

JRS

Ability to attach Word Documents to job as "Notes to Job". No W/O #, only Job #.

JRS

Need ability to create QW484 documents.

JRS

Ability to attach any electronic document to a Job.

Queries

Complete Query Tool, Roll-out to branches.

VAM-GL

Get reports to fit on 1 page

Job Billing System - Enhancement List

Module

Enhancement Description

Status

JBS

Svc. Matrix - only pickup "Active" employees.

Complete

JBS

Convert System To Visual.

WIP

JBS

Allow users to create Primary Code Exceptions at a Job level.

JBS

Allow user to reprint an existing invoice (for collection purposes).

Complete

JBS

In the Vendor File, track the "last activity date" for the vendor.

JBS

Program for branches to "Compress And Send" files to Corporate

JBS

Need an EEO report.

JBS

The "Fix Data" screens need some useability enhancements.

JBS

Need a program that can change Fee ID 'X' to Fee ID 'Y' on all jobs, and entries.

Complete

JBS

Revenue Summary By Dept. report(s)

JBS

Ability to "import" "Unit Billing" information entered on a W/O in the JIS.

JBS

Create Transfer files from new "improved" audit trail.

JBS

Ability to "Archive" a job and only retain the final budget information. Mark Job as archived, remove detail records, print final budget.

Complete, Needs Discussion

Job Marketing System - Enhancement List

Module

Enhancement Description

Status

JMS

Additional sorts on Proposals, Contacts, and Futures to sort by multiple criteria (get specs. From Bob).

JMS

Ability to attach Notes/Reminders to contacts. So that others can see. A more structured form of the memo field.

Job Reporting System - Enhancement List

Module

Enhancement Description

Status

JIS/JRS

Need space for Building Permit #, Job Site Address

West Palm

JRS

Need ability to create Proctor Documents. (Kathy is working on template).

Complete

JRS

Screen to locate density tests and reassign them to another W/O #.

Complete

JRS

Put Distr, Attn To name on Distribution on all reports (i.e. Company Name / Attn To)

Complete

JRS

Have a table to contain proctor information so you can pull the same proctor information into multiple W/O densities without having to re-key it.

JRS

Need the ability to assign "View Only" security to each module.

JRS

Make headers (job, client, contractor, date, weather, etc.) on all Word document reports have the same format, order, spacing etc.

JRS

Ability to attach Word Documents to job as "Notes to Job". No W/O #, only Job #.

JRS

Need ability to create QW484 documents.

JRS

Ability to attach any electronic document to a Job.

A/R Enhancement List

Module

Enhancement Description

Status

A/R

Need the ability to sort the Transaction Register by Client Name, not just employee name.

complete

AR

Create a screen/report to show job information for jobs where "xxxxx" was the client, distribution, and/or contractor.

complete

AR

Program at branches to view/print Employee/Resume information pulled from Corp.

AR

Job Profile - Update A/R import to accept field, Ability to view/print.

AR

Function to delete Old Clients

AR

Function to delete Closed Invoices

AR

Ability to charge interest and print statements

AR

Import from new "improved" audit trail.