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Introduction

To XX.

 

Getting There:

[ SC ] –> Modules / Module Options

Introduction

XX

 

Using the scheduling workbench

    1. Add New Client Wizard
      1. On the main navigator screen, double click “wizards”
      2. Double click “add client”
      3. Enter client “legal” name
      4. Enter in same name for “generic name”
      5. Enter “client code” (up to user) follow other client formats. Eg: CVD for Acer Arena Diggers.
      6. Enter “short code/vendor no” (up to user or as per client instructions) follow other client formats. (Eg: CGL – “725206”)
      7. Click next
      8. Enter client address details.
      9. Ensure “do you wish to enable rostering?” is ticked. (this is the site address)
      10. Click next
      11. Enter client billing address if different to the site address.
      12. Enter client ABN number
      13. Click next
      14. Leave “charge to account” blank
      15. “Charge type” for all clients is “revenue”
      16. “Client Type” for all clients is “casual”
      17. Enter “service commencement date”
      18. Enter salesman name (this is the person who handles this client from our organisation)
      19. This is where you need to pay attention.
      20. If there is a client that is nearly identical to the one being created then you can select the client and copy the charge rates that already exist in the PF system.
      21. To do this select the dropdown box and select a similar client.
      22. Click next
      23. Select the invoicing terms. This must always be seven days.
      24. Tick “consolidate invoices”
      25. Tick “split invoices on order number”
      26. Tick “show rate type”
      27. Tick “automatic invoicing”
      28. Ensure “detailed” invoicing is selected.
      29. Click next
      30. Enter client contact details.
      31. Click next
      32. Click finish.
      33. Click ok.
      34. Checking client creation
      35. In the main navigator screen double click “clientele”
      36. Double click “client contracts”
      37. Open desired client (the one you just created by searching in dropdown box or entering the code)
      38. Click “casual services” tab
      39. Double check the charge codes and amend if necessary.
      40. Whilst in this window you need to ensure the following.
      41. Only if you did not copy and existing client during the “add client wizard”
      42. Click on the “invoicing” tab
      43. Under “output options” – select the dropdown for “format” and select “format 4” by double clicking it on the list provided.
      44. Under “output options” – select the dropdown for “addendum” and select “activity” by single clicking it on the list provided.
      45. Select “print invoices”
      46. Click save
Click exit. 

Changing the view(s)

XX

 

Month to date processing

XX

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