Job browser
The user is required to have enabled the following access options to be able to create estimates:
EPS > PLAN > PLANNER > JOB
In the system’s main menu, click Planning > Planner > Job or enter "Job" in the Quick Search field. The Job browser screen will open:
See below the main buttons in this screen:
|
Button Name |
Button Function |
|
Add |
Allows the user to add a new Job. |
|
Edit |
Allows the user to edit a selected Job. |
|
Material requests |
Allows the user to extract a document describing the materials needed for this job. Available only when the system is integrated with Metrics ERP. |
|
Duplicate Job |
Allows the user to copy the selected Job. |
|
Print Job |
Allows the user to print the selected Job. |
|
Integrates Job with SDI |
Allows to integrate the selected Job to the SDI, the Metrics ERP integrations system. |
Note: For more information on other buttons in this screen refer to “Standard Toolbar” topic in the Introduction to iQuote.
More actions
Select a job in the browser and click More action. The system opens the following drop-down menu
While some of the actions listed are default in all of iQuote’s browsers, there are some that are specific to iPlan’s Job:
Show Job diagram
Displays a diagram of the selected job indicating the product quantities and their runs:
