Using the Job Lookup

 

All of the modules in WMS are job-centric; jobs are selected from a single, central location. The selected job at any point in time affects and changes the information displayed for all open applications that require a job number. The Job Lookup table provides a quick way to switch between jobs or look up job information.

 

To access the Job Lookup table:

  1. Click the Jobs drop-down arrow within the Jobs toolbar.

 

 

The Job Lookup table displays.

 

 

  1. To include all jobs in the lookup table, regardless of whether the jobs are closed or not, click the Show Closed Jobs checkbox. To view only jobs that are currently open, leave the checkbox blank.

 

Note

Jobs may be designated as "Closed" in Sage Timberline® Office Job Cost Accounting , and the status of the jobs will update to "Closed" in WMS each time the integration process runs.  Clients that are using only the Scheduling module may also set the status of a job to "Closed" manually in the Setup Jobs application.

 

 

 

 

 

 

 

 

 

  1. To locate a job, either scroll through the list or type the job number in the Job Number field at the top of the list. As the number is entered, the screen will scroll to the job that matches what has been entered.

  2. To locate job information without a job number, click the header of the column containing criteria by which a search can be done. The Locate Field Value dialog box displays.

 

 

  1. Type the text to search for in the Field Value box.

  2. To customize the search, click one of the Search Type options listed in the screen above.

  3. Click First at the bottom of theLocate Field Value screen. The Lookup table will scroll to the first item that matches the text entered.

  4. Click Next to continue searching for more matches. If the search has completed through the entire database, a prompt appears stating that no more matches are found. ClickOK.

  5. To exit the Locate Field screen, click Cancel.

 

To select a job and exit the Lookup table:

  1. Double-click on the job number in the Lookup table.

Or, highlight the job number and click OK at the bottom of the Lookup table.

 

Once a job is selected, the job number remains displayed on the screen in the Jobs toolbar. All information displayed for all open applications that require a job now relate to the selected job. Any changes that are made within an application affect the selected job.  

 

 

Related Topics

Setting Up Jobs - Scheduling Only

Setting Up Jobs - Sage Timberline Office

Using the Jobs Toolbar