Hire Manager Grab Transaction
Hire Manager Component Only
To access this utility, go into the Hire Manager section and from the menu select Tools|Grab Quotation or Tools|Grab Sales Order.
Use this facility to transfer the contents of a sales order or a quotation onto a Hire Manager job card.
For Transaction No.
Enter the quotation or sales order transaction number. You can press or click on the binoculars to locate the transaction you wish to load.
For Job Category
Enter the job category to transfer the quotation or sales order contents to. All job cards matching part or all of the job category specified here will be updated. Part matching means that if you enter "A" all job card categories beginning with the letter "A" will be updated. Entering "AB" will update all jobs with a category code starting with "AB".
If
you only want to update the presently open job card, leave the job category blank.
You
can update a group of job cards quickly by creating a quotation containing the item or items you wish
to add, so long as your jobs are organised by category.
Include Comment Lines
By default CAPITAL will not transfer comment or non-stock lines into the Hire Manager Stock Items screen. Select this option if you want to transfer the entire quote or sales order.
Be
careful if you are working with product items with multi-line descriptions. CAPITAL will treat the multi-line
descriptions as comment lines if you have indicated that you will be including comment lines. CAPITAL
will try to expand the description again during invoicing unless you remove these redundant lines from
your service manager stock list.
Expected Return
Enter the default expected return date for transferred items here.
Hints & Tips
If the job card already contains stock items, these will be merged with the existing entries.
CAPITAL will recalculate the transferred items cost pricing based on the current cost pricing as recorded in Stock Control.
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