Book In a Job |
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Now we have a new job document on the Main Form, we need to save it in Transactor Lab Manager as a Job.
Choose the Book In Action from the Action Bar..
Although through the usual course of a job you would first Book it In, maybe Bookout Ongoing and then Bookout Completed when it's finished, it is possible to create a new job and then Book it out Completed immediately, skipping the Book In and Ongoing stages.
After choosing the Book In action, you'll be prompted which documents you wish to print at this stage so you could print off a Job Ticket if you wish - just select it from the list and send it to your printer or the preview window.
You can configure Transactor Lab Manager to always print a Job Ticket on the Book In action. See the User Guide topic 'Printing Rules'.
If your job is not on the Main Form, click the 'Last Job' navigation button, or see Searching for Jobs and Customers.
You'll notice the "State" at the top right corner has now changed to read "Booked In".
Suppose we wish to make a change to the job now.
Use the Action menu or Action bar to Edit the job and click on OK when you are asked to confirm the action.
Add a reference to the "Your Ref" box and try changing the Department.
Change the price of one of the Line Items by moving the focus to it and pressing Return or double clicking.
Book the job back in. (yes we're testing you here!)
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