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easyjob 4.0 User Manual

1. proTonic 54 The Total text field will now be blocked Every change to the job will change the rental price on the basis of the real discount Tax calculation Tax is calculated based on the tax settings defined in the invoice settings Displaying the gross amount in the cost planner 1 Select nclude Tax Tx si Include Tax Ml The type of tax will be preselected based on the tax settings and can be changed manually In Europe European tax settings simple are used in other countries the USA Canada other settings are used Tax calculation using the European tax settings simple With the European tax setting simple the tax is calculated according to the customary EU guidelines VAT tax type The job delivery address is located in the country specified in the program settings In this case the tax rate specified in the invoice settings will be calculated in the gross amounts VAT free EU member tax type The delivery address is in a country that is set to EU Member in the regional settings and a tax id is stored for the customer In this case no tax is calculated VAT free tax type The delivery address is neither in your own country nor in a country that is set to EU Member in the regional settings In this case no tax is calculated Tax calculations with USA Canada Other tax settings This part of the manual does not apply to German speaking countries An English manual concerning this topic can be f
2. 1007757 00 PROLYTE H40V 1 Meter MainData Prices Inventory Devices Associated Jobs References Images Attachments Purchase Invoices Add prices for Items here Exclude Tax include Tax Purchase Price E name Sales Price 200 00 amp 220 00 E Sub Hire Price 10 00 E 11 50 amp Rental Price 20 00 23 80 Minimum Rental Price 10 00 11 0 Days Charged 71 2 Desist Leonardo 2Kw 2 Derby 300 Watt 2 Dimmerrack 24 kW 12 x 23kW DMX 2 0 00 2 Dimmerrack 72 KW 36 x 2 Ki DMX 0 00 4 Crown 2 x 300w aa tt Crown 2 x 600w 2 Christie CP 2000 X 0 00 ETT 2 Christie CP 2000 ZX 0 00 500 00 2 Digital Projection Power 10SX 10 000 AF 0 00 70 008 Distribution Box 1 phase Camlock input 0 00 200 The days are a suggested value and can be changed manually If a job contains items with varying Days Charged a table will appear in the Cost Planner listing the rental prices for the individual curves Job Costs Minimum Rental Price 1 756 10 Days Charged 2 312 20 Rental Rate 2291006 3 204 00 Discount 20 00 Days Charged Total 0E Expendable Items tems with No Discount 7514006 ELE m m on The list will display an entry for each days charged curve as well as an entry if the value was manually changed Manually discounting line items In the bill of items you can discountrental items or customize the job rental price The original item price is displayed in the ren
3. es a ee Creator sys admin 03 09 2010 21 26 Last Edited sys admin 03 09 2010 23 13 protonic 51 Job Costing In order to meet the various requirements of the rental industry easyjob contains a comprehensive cost calculation tool The individual functions can be used individually or in combination with others Individual calculation options can be disabled in the program settings The following pricing possibilities are available Discount Creating special price lists for select customer types Days used by job Special days charged rates for individual items Manually discounting line items Discounting the job total Fixed job discount Calculation terminology Purchase Price The purchase price is the price that you can purchase the item from your supplier The purchase price is stored for each activity in the inventory entry In addition you can record the corresponding purchase price for individual suppliers Sales Price The sales price is the price you want to charge an end customer for an item The price is used in the sales module when invoicing missing items as well as for insurance calculations Sub Hire Price The sub hire price is the standard price for sub hiring the item from your supplier In addition you can record the corresponding sub hire price for the individual suppliers Rental Price The rental price is the daily price you offer to your customer for the item Minimum
4. Canceled OE Confirmed Resource Status OE Requested 7 Canceled Z Confirmed 7 Preferred 4 View Details Assigned Resources 5 Schedule 9 6p stati 7 7 Resource Status Thursday September 16 2010 Se V Display Times Additional Information gt m Wed 09 08 2010 10 12 14 16 18 20 22 Thu 09 09 2010 10 12 14 16 18 20 22 Fri 09 10 2010 4 Entrance Area RA John Smith amp John Smith Stage Dinner Event David Eshel Andrew Ballisa n Mercedes AA 5 Jnassigned KD Entrance Area CP 1 00 Light Engineer 4 Big Show 4 00 Sound Engineer 0 Stage Dinner Event c 1 00 AV Engine Staff Andrew Ballisager C AV Engineer Carol Crane Dan DOLLINGER Qy Dan Driggs a David Eshel amp AV Engineer Q John Smith AV Engineer Sound Engineer 2 Patrick Patel Jehicles Mercedes AA CD Van 7 5t 10 12 14 16 18 20 22 Sat 09 11 2010 Start the resource planner 1 easyjob Menu gt View gt Resource Plan The resource planner is divided into four areas Assigned In this area all assigned staff and vehicles are displayed grouped by jobs You can use the filter to restrict the view by scheduled item or job level This view provides a complete overview of booked staff and transportation Unassigned All scheduled resources to which staff or vehicles have not been assigned are unassi
5. Main Data Customer Project Name ABC Product Launch New am Project Number 10 0003 r Custom Number Manager sys admin os lt Confirmed gt m Normal m Type m Sos Strasbourg Notes Schedule Information Start 08 09 2010 00 00 Time End 11 09 2010 00 00 Time Order Infomation Purchaser s Name Date of Order 03 09 2010 v Type of Order by phone Terms of Payment x m Sub hire Overview To Outlook Resources Items Close Creator sys admin 03 09 2010 21 26 Last Edited sys admin 03 09 2010 22 33 i Priority is used to order the project according to importance This field is mainly used for display purposes in the project as well as for some filters The field was implemented due to numerous customer requests With Project type you can typify the project for filters and statistics The types can be created in the easyjob master data An example of typification are rental tyoes such as dry hire roadshows trade shows concerts etc The schedule information shows the start and end date of the project The dates are calculated on the basis of the earliest start and the latest end date for all jobs in the project The terms of payment are taken from the address and can be manually adjusted Job data The individual fields in the job screen have been explained in the previous chapters and are mostly self explanatory protonic 41 aunc Main Data Overview S
6. Main Data aa Sipe Job Name Sub Rental Speedy Truss Rent 1000032 00 Job Number 1040003 03 Struer Lighting Rental a Emm Bruce Chouein Custom Number 171 Pier Avenue 691 Struer Manager 2 aam Fhone 288 649 4118 Status 5 Mobile Phone 888 649 4869 3 Over the time frame of a job all items from the bill of items for a sub hire job are increased by the corresponding quantity in the inventory protonic 160 In the job the delivery address is selected instead of the supplier The sub hire can be added to an existing or a newly created project You can create sub hires manually using the sub hire wizard or from the overbooking list Creating sub hires manually Creating a sub hire manually Open an existing project or create a new one Give the job a name Select the status Pending Sub hire or Sub hire Select the supplier Open the bill of items and book all items a E E If a confirmed project is a sub hire you can booked the item to the sub hire from the confirmed job using the context menu Select the overbooked quantity in Overbooked quantity to book the entire overbooked quantity Quantity of Job to take the quantity from the job or enter the quantity manually Sub Category Quantity Returned Days Name Discount Total Contral 2 0 20 Projector M 0 00 0 00 a iret iets EEEE ITE aT 1 0 20 F Edit Linked Associated Items 0 00 0 00 Fixtures 1 0 20 Baten 0 00 17 00 Fixtures Speci 1 0 20 I 0
7. 0 00 Transportation 10 0 00 0 00 Invoice Job Costs 0 00 0 00 Total Qi 1 2065606 Ta m Job Total 13 2 000 00 Include Tax E Insurance 2 50 50 00 Total 2 050 00 By Jobs Categories Groups By Owners Resources Expenses Generic Resource Total Percentage Rentals Percentage Resources Percentage Presentation Area 2 000 00 100 00 2 000 00 100 00 0 00 l Sub hire Overview To Outlook Resources Items Close Creator sys admin 03 09 2010 21 26 Last Edited sys admin 03 09 2010 23 41 i WMinimum Rental Price Total based on Quantity Minimum Rental Price 2 Rental Rate Total based on Quantity Unit List Price Discount 100 Number of days charged for Items booked in this job Q Expendables Total based on Quantity Sales Price Discount of the Bill of Item s Expendables 8 Subtotal Y Total Customer Discount Expendables Staff Transportation Total costs based on Staff Transportation for the job 19 Invoice Job Costs Total of the job costs to be invoiced Accept 2 Apply result 3 to the total protonic 57 D Result Suggested total price Subtotal Staff Vehicles 43 Total Fixed Price for all Items and Resources within the Job Real discount on Staff and Vehicles cannot be discounted Rental Rate Total Items expressed in Staff Transportation Job Costs Billing Rate 100 percent 45 Real discount on
8. 100 Item Usage by confirmed Jobs Confirmed Proposed Oktober Confirmed Proposed More statistics available in the eesyjob Business Information Center Creator sys admin 04 09 2010 22 05 Last Edited sys admin 04 09 2010 22 16 protonic 141 Report text field The report text field provides you with a formatable text field for the item You can use the text field as you wish An example for the contents of the text field could be a descriptive item name You could define for an offer report that only items with a text content are printed Therefore you can provide customers who are not familiar with technical item names with a readable offer 1007761 00 Main Item ManData Prices Inventoy Devices Assocated Jobs Alternatves Usage Hepors Supphes Custom Fields References Images Attachment Purchase Invoices Enter additional RTF text here Creator sys admin 04 09 2010 27 05 Last Edited sys admin 04 09 2010 22 16 protonic 142 Suppliers You can assign as many suppliers as you wish to each item In addition to the price you can also enter the supplier item number Furthermore you can prioritize suppliers using the sorting order Prioritization can be used with the sub hire optimizer 19801 Struer Lighting Rental Bruce Choueiri 177 Pier Avenue 8691 Youngstown Super Truss Rent ada Abbas 10 Stonehouse Street 3181 Alex Andre Supryanata 10930 Petal Street 4 a Creator sys admin 04
9. Barcode Copy Print Save Last Edited sys admin 04 09 2010 21 33 Enter a clear and continuous name for the item that can also be understood by your customers We recommend the following syntax for items Manufacturer name type name Examples Eurotross FD 32 1 Meter Barcoe SLM R12 Projector Shure SM58 Microphone Using the wildcard in front of the type name you can find items also without the manufacturer name If there are multiple owners for items select the owner With easyjob XL different amounts of an item can be assigned to an owner protonic 130 Managing the Item Owners in the master data 1 easyjob Menu gt Master Data gt Item Owners 2 Select the owner you want to edit or create a new one 3 Give the owner a name T Owner You can customize the inventory from the main data More information can be found in the Inventory chapter The weight and volume from the dimensions is displayed in the total view in the job and transferred to the job as a parameter This information is used to select the correct means of transport Please note that the weight of linked items and parts lists should also be calculated as these are not included in the totals Enter the stock location in the Stock field The selection is created automatically based on the current stock entries in the other item master data The functionality for separating inventory into separate stocks is available in th
10. _____ Film Trade Shows 22 006 200 00 Assigning a price list to a customer ae protonic easyjob Menu Master Data gt Addresses gt Classic Select the desired supplier Click on dit Select the nvoice tab 73 5 Select the price list Invoice Information Creditor D Debitor D Tax I D Terms ofPoyment oo Zahlungsart Lieferant Discount 2 Price List The price list assigned to the address will be pre selected when creating a new job and can be changed manually 10 0003 01 Presentation Area Start 08 09 2010 End 11 09 2010 Daily Price 2 289 208 py Pem ED Tl Include Parts Lists Price List z s Fixtures T D 2 Desisti Leonardo 2Kw 0 00 17 00 Fixtures Speci 1 0 2 Derby 300 Watt 0 00 11 00 Dimming 1 0 2 Dimmerrack 24 kW 12 x 23kW DMX 2 0 00 29008 a 1 0 2 Dimmerrack 72 Kw 36 x 2 Ki DMX 0 00 128 00 fx Amplifiers 1 0 4 Crown 2 x 500w 0 00 2500 When an item is booked from a price list the job rental price is taken from the price list The item will be displayed with a discount by default This setting can be customized More information can be found in the Basis for Discount chapter Item package price You can create an item package for an item General Information Name Small Sound System Non Package Price 133 00 Incl Associated 133 00 Use Non Package Price Discount O AR Package Price ETT 1 Crown 2 x 600w 1 Shure U2 UHF Be
11. protonic 78 1 Desisti Leonardo 2Kw Fixtures Speci Rental Profit 1 Derby 300 Watt Dimming Rental Profit 1 Dimmerrack 24 kW 12 x 2 3 kw DMX 2x16pin Socc Rental Pro 1 Dimmerrack 72 KW 36 x 2 Kw DMX Amplifiers 1 Crown 2 x 500w Amplifiers 1 Crown 2 x 600w Projectors 1 Christie CDXL 30 Projectors Rental Profit 1 Christie CDXL 60 Projectors Rental Profit 1 Christie CP 2000 X Projectors Rental Profit 1 Christie CP 2000 2X Fl 1 Crown 2x 300w Inveice_Item_Field_1 Inverce_ltem_Field_2 19 00 Total incl Tax 95 20 E Revenue Account Invoice ltem Type Job Project Sorting purchase invoice line items The line items will be sorted according to the order in which the line items were entered You can sort the items as you wish using the ra buttons You can also have the purchase invoice line items sorted automatically Sorting purchase invoice line items automatically 1 Click on Advanced 2 Select the desired sorting i Projects Jobs E Invoice ltem Type Categories Finalizing invoices The invoice can be finalized if the contents are correct Once finalized no further changes can be made to the invoice Corrections are made using credit notes When accounting export is activated invoices are checked if all data was entered correctly according to the export specifications protonic 19 Finalizing an invoice open the invoice 1 Click on Analize Credit Note Cr
12. 05 09 2010 08 09 2010 06 09 2010 07 09 2010 05 09 2010 06 09 2010 07 09 2010 10 0003 02 07 0022 01 07 0006 01 10 0003 01 08 0003 01 07 0001 01 07 0012 01 07 0028 01 07 0019 01 O7 0027 01 08 0005 01 07 0014 01 07 0022 02 Paul Smith Event Main Items MA Events AKG ITC Show Main Items IAA Auto Show Main Items GE Product Presentation Entrance Area 08 09 2010 09 09 2010 10 09 2010 10 09 2010 04 09 2010 08 09 2070 09 09 2010 16 09 2010 11 09 2010 07 09 2010 13 09 2010 07 09 2010 13 09 2010 15 09 2010 07 09 2010 09 09 2010 10 09 2010 10 09 2010 08 09 2010 06 09 2010 08 09 2010 05 09 2010 06 09 2010 08 09 2010 09 09 2010 11 09 2010 04 09 2010 09 09 2010 16 09 2010 11 09 2010 08 09 2010 13 09 2010 08 09 2010 13fa4 B10 HO m 03 03 ia 11 09 201 If the list supports a multiple selection mark all entries with GE a Copy the current selection with GE c to the Windows clipboard for use in other programs Some of the buttons on the forms have additional shortcuts You can view the shortcuts by pressing The shortcuts are underlined on the button GE o confirms the button In list views with jobs displayed is the Open Projectfunction key and E is the Open Bill of Items key amp Overbookings on 9 5 2010 12 00 00 AM Sunday September 05 2010 v E Include Proposals Sub Category Derby 300 Watt i eteta taa aed es eae aetra hea a whia amp ww amp ww hh 1 07 000
13. 80 The payment terms are taken from the project ororo I ES Invoice Source Entire Project Jobs listed below Set Jobs as Invoiced Presentation Area Stage Dinner Event Invoice Recipient Project Customer Invoicing Address Attach to existing Invoice a Cancel Invoicing projects manually 1 easyjob Menu gt Invoicing gt Invoice Project 2 Select the project to be invoiced Inserting a project in an invoice 1 Click on nsert Project in the invoice Invoicing projects via the navigator 1 Open the Navigator 2 Select the Projects to be invoiced view 3 Select nvoice Project in the context menu Invoicing workshop activities You Can invoice repairs to your customer for returned equipment that was returned damaged If you create the workshop activity from a job using the barcode scanner the Assigned Job will be preset The customer address for the project will be used as the invoice recipient Invoicing a workshop activity 1 Enter the Assigned Job and the costs 2 Click on nvoice costs protonic Assigned Job Presentation Area Det Cost 200 00 amp Invoice Costs Invoice Information Inveice Number Custom Number Date 04 09 2010 Title Name 1 Name 2 Invoicing a sales order Confirmed sales orders are invoiced similarly to a project Invoicing a sales order 1 Open the sales order 2 Click on nvoice 3 Select the invoice recipient and decide if the ac
14. Determining devices due for maintenance 1 easyjob gt Workshop gt Due for Maintenance By default all overdue devices are displayed A device is overdue when a pre defined maintenance interval is reached In general devices should be serviced before the due date For this you can use the Due in parameter for earlier maintenance The preset values are defined in the easyjob program settings protonic 109 amp Due for Maintenance Due in 1 Days Used Serial Number Inventory Number Change Lamp Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 Christie CDXL 60 8 Digital Projection Power 105X 10 000 ANSI Lumens S1232DFDSA Digital Projection Power 105X 10 000 ANSI Lumens S1232DFDSA DO amp WH On DD MO A W NH ES In addition to the standard columns you can display additional information about the due date in the list Remaining Operating hours until the next maintenance due date OH Remaining Days used until the next maintenance due date DU Remaining Calendar days until the next maintenance due date CD H DU Elapsed Operating hours since last maintenance O Elapsed Days used since last maintenance Elapsed Calendar days since last maintenance CD Customizing standard values for due date r
15. If the order is confirmed you then start assigning staff and or transportation Resource Types The resource type describes the different types of the necessary specialized staff and vehicle types Managing resource types in the master data 1 easyjob Menu gt Master Data gt Resources 2 Select a resource type to edit or add a new one Set as many rates as you want for each resource type A tab is created for each rate You can set rates in combination with daily hourly and kilometer prices The entered data is used as a template when booking resources in jobs and can be customized later in the job AN Engineer Staf Vehicle Billing Rate 350 00 Rates Managing rates in the master data 1 easyjob Menu gt Master Data gt Rates 2 Select arate that you want to edit or add a new one You can select from one of four basis of computation for each rate Standard rate With a standard rate you can determine the daily hourly and kilometer price for the resource type protonic 188 Name Rate dependent on Hours worked The rate is entered in the resource planner as follows AV Engineer Staff Vehicle Revenue Account Rates Billing Rate Actual Cost 350 00 250 00 40 00 0 00 Time dependent rate With a time dependent rate you can specify which rate should be calculated at which time of the day In addition you can al
16. The following rules apply A proposed project cannot contain a confirmed job A canceled project cannot contain a proposed or confirmed job lfa project contains a confirmed job also the project will be confirmed The status of the project or job will be automatically adjusted based on these rules easyjob makes it possible to adjust to the status protonic Change Status A Job can only be confirmed when the Project is confirmed Do you want to confirm this Project The status colors are configured using the global easyjob program settings for the easyjob environment In addition to the job status the type of service is defined for each job C Customer Pick up Resources only Deliver Items Full Service Customer pick up The job only contains items and not staff or transportation Delivery items The job contains items that will be delivered The job contains only staff and or transportation and not any items Full Service The job contains items as well as personnel and transportation Staff and resources are booked according to the service Project data The individual fields in the project screen have been explained in the previous chapters and are mostly self explanatory protonic 40 C 10 0003 ABC Product Launch econ fae Main Data Overview Schedule Resources Tasks Job Costs Attachments CostPlanner Fields References Purchase Invoices Sirs
17. replaces a letter with a variable text To use the filers quickly easyjob automatically places a behind your entry internally Example with ab The result will show all jobs that start with ab Jobs From Proposed Z Canceled To Conirmed P Suh Hired Keyword ar Y Site Lyon Paris Strasbourg Geen a 07 0011 01 ARF Closing Date lt Proposed gt 04 09 2010 O7 0008 01 Art Exhibition lt Confirmed gt 04 09 2010 05 09 2010 05 09 2010 05 09 2010 05 09 2010 Example with day As easyjob additional places at the end of your entry day internally all jobs that contain the letters day will be listed Jobs From Proposed Canceled To Confirmed C Sub Hired Keyword stage F Site Customer 07 0003 01 lt Confirmed gt 03 09 2010 08 09 2010 lt Confirmed gt 05 09 2010 07 09 2010 lt Proposed gt 08 09 2010 09 09 2010 10 09 2010 lt Confirmed gt 10 09 2010 You can also use the wildcards in the middle of a word Managing standard Master Data Lyon Pars Strasbourg J LAL 08 09 2010 08 09 2010 09 09 2010 17 09 2010 The standard master data management forms are described below protonic Dear Madam As the Master Data refers to already used Workshop Activities when deleting the system will ask for the replacement data set E g you want to delete a Salutation the system will ask you for the replacement Salutation The deleted salutation will be up
18. this must be considered for the prices Minimum rental price calculator The minimum rental price represents the costs you incur for a rental activity The minimum rental price calculates the purchase price period of use maintenance costs and inventory handling The minimum rental price is used as a standard as the price can change based on higher or lower usage The minimum rental price wizard can help you calculate the value protonic Open the minimum rental price calculator 1 Click on the entry field for the Minimum Rental Price on the button Step one estimate annual costs Price Calculation Parameters In the next steps the parameters will be used to calculate the minimum rental price and profitability d fental Activites Year Step one determines the costs from the past based on the last 12 months and applies them to the scheduling values Each value can be individually customized After manually customizing the values you can reset the field to its default value The check in out expenses are calculated based on the number of the rental activities The inventory expenses are calculated based on the item volume The check in out expenses workshop activity as well as the inventory costs m3 O are configured in the easyjob program settings Expenses Average storage expenses per an 008 nf per year Check in out expenses 200E The easyjob Business Information Center will help you to
19. york Lighting Rental 19 975 00 Costs 12 Struer Lighting Rental 1 200 00 Costs Click on the supplier to view the suggested items The selected suggestion is highlighted in orange Click on Nextto accept the suggestion protonic 162 Making changes to suggestions On the right side the suggestions are grouped by supplier The list on the left side shows the items that still must be inquired from suppliers You can add a selected item to a supplier by dragging and dropping it After selecting an overbooked item additional suppliers will be suggested You can drag and drop the suggested suppliers to accept them The Sub Hire Optimizer helps find the ideal Sub Hire Based onthe selected suggestion the Items can be divided among the individual suppliers 1 Dimmerrack 24 kW 12x 2 3k 1 Crown 2 x 600w 1 Christie CDXL 30 Suggestion criteria Rental Priority Total Rental Price Distance Distance Percent Priority Total Distance Costs Company First h Availability 1001057 00 Digital Projection Power 105X 10 000 ANSI Lumens Cem ee ian Ca protonic 163 Sub hiring items from the overbooked list You can drag and drop items to a current sub hire from the overbooked list Accepting overbooked items in a sub hire via Drag amp Drop 1 Open the bill of items for a sub hire job 2 Open the overbooking wizard easyjob Menu gt Items gt Overbookings 3 Drag amp Drop an overbook
20. 00 11 00 Dimming 0 a0 I Edit Entries s 1 0 40 Availability Amplifiers 1 0 A 1 0 1 Ehei sub Rental 5p Overbooked quantity Projectors 1 0 5d Transfer to Job 000 Quantity of Job l Scheduling Board Quantity 0 1 0 20 Christie CP 2000 2 1 0 20 Digital Projection Power 105 10 000 Ar Power Cable 1 0 20 Distribution Box 1 phase Camlock input Sub hire wizard Creating a sub hire using the sub hire wizard 1 Open an project 2 Click on Sub hire The sub hire optimizer runs through various sub hire variants and creates a recommendations list based on the entered parameters The recommendations list is based on the item supplier assignment from the item master data The following parameters are used for the ranking Distance from the supplier based on the distance entered in the address master data Duration of the route based on the distance hour in the vehicle settings Vehicle costs for the used vehicle Sub hire price of the supplier s item Ranking of the item supplier Overview of the overbooked items that the supplier can offer oe a O Based on these parameters the individual factors are prioritized and a ranking is created Determining parameters Enter the quantity of suggestions as well as the quantity of suppliers per suggestion that should be taken into account protonic 161 Sub Hire Assistant 3 lees The Sub Hire Optimizer helps find the ideal Sub Hire The first step is to sele
21. 09 09 200 14 01 To 11 09 200 14 01 Difference 0 Days 10 Hours 0 Minutes You can either assigned a fixed scheduled item or link it with other scheduled items protonic 48 Managing scheduled items in the master data 1 easyjob Menu gt Master Data gt Job Scheduled Item Types 2 Select the scheduled item type with Editor add anew scheduled item with Add 3 Select the name as well as the color ystems E Name Transport Color a Print on Reports a proTonic 49 Tasks Tasks that are combined with a project are processed as a task You can assign as many tasks to a project as you want A typical task is an inspection for example Finished at 03 09 2010 23 15 The tasks can be displayed in various positions in the program These include the Navigator easyjob Today easyjob Gadgets reminder screen and the project overview Editing and adding tasks 1 Click on the asks tag in the project 2 Select the job tab protonic 50 3 Click on Add or Fait Managing task types in the master data 1 easyjob Menu gt Master Data gt Task Types 2 Select the task type with fd tor ad a new task type with Add 3 Enter the name Each project and each job have eight user fields for additional text entries More information can be found in chapter XYZ Project Presentation Area Ble Thanks for your interest in our Services All of the discussed services are on this quotation
22. 09 2010 22 05 Last Edited sys admin 04 09 2010 22 16 Adding new suppliers 1 Select the Suppliers tab 2 Click on Add 3 Select the supplier Enter the supplier price and item number 1 Select the Suppliers tab 2 Select the supplier entry 3 Edit the price or supplier number column Customizing supplier priority 1 Select the Suppliers tab 2 Select the supplier entry 3 Use the buttons to change the priority protonic 143 References In references you can see in which associated items optional associated items parts lists linked references item packages or schedule views this item is used You can also customize uses from here i oe s Wain tem Last Edited sys admin 04 09 2010 22 07 Creator sys admin 04 09 2010 22 06 protonic 144 Images The item image can be displayed in the schedule view and include on reports By selecting the image a document entry is automatically created You can also select an image from existing documents 1007766 00 Linked Associated A Main Data Prices Inventory Devices Associated Jobs Alternatives Usage Reports Suppliers Custom Fields References images Attachments Purchase Invoices Add your customized ltem Information here Image of Item SANYO_PLV 80L jpg es A Last Edited sys admin 04 09 2010 22 07 Creator sys admin 04 09 2010 22 06 Documents More information about document management c
23. 7 Display Times Delete Vehicle Stage Dinner Event 2 00 AV Engineer Start 9 8 2010 9 00 00 AM End 9 8 2010 6 00 00 PM Status Quantity Company Name City ResourceAssignment_Field_1 ResourceAssignment_Field_2 Confirmed 1 David Eshel Saint Jacques sur Darnetal Confirmed 1 Andrew Ballisager Vialonga Display Addresses of qualified staff by Resource Type z Entering costs later You can enter the real costs for the resource later protonic 199 Start 9 8 2010 Type Ab sob 10 0008 02 Stage Dinner Evert L Del End 9 10 2010 gt Resource Type lt A gt Resources oye Start 9 8 2010 6 00 PM 9 8 2010 6 00 PM Quantity 1 1 250 00 0 0 00 0 30 00 The Req column contains the planned costs and then enter the real costs in the Cur column Assigning costs 1 Select the resource 2 Click on Costs protonic 200 Resource Plan In addition to resource assignment in a job you can also plan resources in the resource planer across all jobs The resource planer is used to provide you with the information that you currently require wens User Defined D Staff Schedule by Project D Vehicle Assignments by Project D Staff Schedule Vehicle Assignments Detailed Staff View Detailed Vehicle View Staff Vehicle In Coming Freelancers Out Going Freelancers C Freelancers Pending Job Status OE Proposed
24. 810 3 10 g9 Using alternatives The scheduling board is a powerful tool that helps you maximize the booking rate for your equipment The scheduling board groups all items in a scheduling group together and shows the use of the item in the individual jobs amp Scheduling Board o o Schedule View Projectors Stat 9 5 2010 End 9 30 2010 amp V Include Proposals 9 8 2010 9 9 2010 9 10 2010 9 11 2010 9 12 2010 2 GE Product Presentation Ite 3 Presentation Area Items b Projector M gt D n 2 b 2 GE Product Presentation Ite Projector L gt 5 4 2 3 4 4 4 4 gt 1 Paul Smith Event Items D 1 GE Product Presentation Ite 1 CPH Vide Projector XL b 1 1 1 D Gee 1 Presentation Area Items Managing schedule views 1 easyjob Menu gt Master Data gt Schedule Views 2 Select a schedule view that you would like to edit or create a new one 3 Give the schedule view a name protonic 157 4 Click on Add and select the item that you would like to add to the schedule view 5 Sort the items in the desired order If an item such as Projector L in the following screenshot is overbooked you can exchange it with an alternative In this view you can see that the Projector XL is available for the same time frame asmo pemo e seo o o __jen2010 __ sra2010 4 4 ib 1 u t 2 GE Product Presentation lte F Presentation Area Items Exchanging
25. Availability Sample BNC Videc aii Carver PM 14 ROL Carver 2 x 1200 Christie Christie CD D Christie CP 2000 X Christie CP 2000 ZX 20 Dimmerrack 24 kW 12 x 2 3 kw DMX 2 20 Dimmerrack 72 KW 36 x 2 Kw DMX 4 Crown 2 x 500w 10 Crown 2 x 600w 5 Christie CDXL 30 5 Christie CDXL 60 20 Christie CP 2000 X 20 Christie CP 2000 ZX 20 Digital Projection Power 10SX 10 000Ar 0 00 20 Distribution Box 1 phase Camlock input 0 00 a 1 1 2 3 1 1 1 1 1 1 1 1 1 1 1 1 1 ooo oc eo amp 0 Optional Associated B Normal 0 Normal Associated A 0 Normal Associated B If the focus is on an item list you can enter a number to update the count You can also book multiple items for a selection Use BB io select the desired item Enter the quantity Book the desired quantity of the item with Use Bio select the next desired item Enter the quantity Book the desired quantity of the item with Etc Open the manual Edit mode for the current cell E g Quantity or Discount cell Cursor on the item quantity ie eee ee I Cursor on the item name en Start the availability check for the current item protonic 167 Lawl Turn off the availability check Toggle associated item booking Delete the selected line Booking an item When booking the item is added in the entered quantity If the item already exists in the job it will be increased by the entered quantity Quantity ltem Name Ca
26. E Creator sys admin 9 3 2010 9 26 PM Last Edited sys admin 9 4 2010 6 10 PM An existing document can be opened by double clicking on it or by clicking on Open We use the application assigned to the document type in Windows to open the document The document preview shows all attached images in a preview protonic 207 easyjob uses the standard Windows functions to preview a document Therefore it depends on the installed applications which documents can be previewed Adding documents Different methods can be used to add documents Adding a document manually 1 Click on add on the document list Adding a document via Drag amp Drop from Windows Explorer 1 Drag amp Drop the document to the list view arnim JL gt Computer gt Local Dik C gt Shares ac Organize v Include in library Share with Slide show New folder Sas 15 tif tal Production JPG CAShared Capital Production JPG Classic Open Air jpg C Shared Classic Open Air jpg Open Air JPG C Shared Open Air JPG Rendering Stage 6 jpg CA Shared Rendering Stage 6 jpg pM CAPELLA emeim J coce omen J C asa C Ead Sire veer Tete Resowees ton Creator sys admin 3 3 2010 9 26 PM Last Edited sys admin 9 4 2010 6 10 PM L 58 items Adding a document to a project from the print dialog 1 Open the print dialog 2 Select Export 3 Check the box Attach file to Project Printer Following Pa
27. Project Close Calculation protonic Loading unloading and tracing individual devices With the loading and unloading process you can determine the quantity of items that leave or return to the warehouse Missing items are transferred to new jobs for subsequent invoicing and to ensure a correct availability display A device can be issued only once at the same time You can job a device to another job only after unloading it easyjob has multiple possibilities for loading and unloading Manual loading and unloading Manual loading and unloading using a barcode scanner with keyboard entry simulation Batch mode for barcode scanner with memory function Barcode terminal with real time and off line functionality Barcode terminal in hybrid mode ola ei The next chapter further describes points 1 and 2 More information can be found at www protonic software com optional barcode hardware required Loading unloading terminology Check out A job receives a check out status after all items are loaded and the material has left the warehouse Check In A job receives a check in status after all items are unloaded and the material has been returned to the warehouse Loaded The loaded quantity shows how many items have already been loaded either manually or with a barcode scanner Unloaded The unloaded quantity shows how many items have already been unloaded either manually or with a barcode scanner Check
28. Project Cost Planner Tasks Resource Plan Scheduling Board The expanded view shows additional project information jobs and tasks protonic Open the expanded project overview from the project 1 Click on the Expand lcon Scheduled items The scheduled item overview provides an overview of all project schedules In addition to scheduled items also jobs tasks and resources are displayed I Project IL Presentation Area O Sige Dinner Event O Sub Rental Speedy Truss Rent Last Edited sys admin 03 09 2010 23 13 11 09 2010 00 00 11 09 2010 00 00 10 09 2010 00 00 09 09 2010 00 00 10 09 2010 00 01 protonic In addition to scheduled items also jobs staff vehicles and tasks can be added to the project in this view Appointment 6 New Job Existing Job Staff Scheduled items are automatically created from individual phases such as load transport etc Manually created scheduled items can be linked with other objects Setting Up R Practice The colors of the individual scheduled items are configured in the master data Adding a new scheduled item to a job Select the job from the Scheduled Items Planner Click on Add Select the scheduled item Select the Scheduled Item Type as well as a name O setus E oS IS Sched Nem Tye Sip Name Practice Job Notes E Fixed From 09 09 2010 14 01 To 11 09 2010 14 01 Linked Depending on Setting Up Type From
29. Rental Price The minimum rental price are the costs that result from a rental activity The minimum rental price is based on the purchase price period of use maintenance costs and inventory handling A calculator is provided to help you calculate the price Price List You can create as many price lists as you want and assign them to the individual customers The price list is used to define the corresponding rental and sales price for an individual item Job Costs In addition to staff vehicle and sub hire costs a job can create additional costs such as for hotels Job costs can include all other costs that you want to charge to the customer Job Total The job total is the price at which you want to offer the job to the customer The job total accounts for the rental rate expendable items job costs staff and transportation protonic 52 Calendar Days Curve The Calendar Days curve is used to determine how the Days Used are pre calculated on the basis of the rental period Days Charged Curve The Days Charged curve is used to specify how the days charged for the item are calculated on the basis of the days used You can create as many Days Charged curves as you wish and assign them to the individual items Project Calculations The income and costs are calculated in the cost planner The cost planner calculates the rental staff transportation and job costs The offer is created on the basis of the cost calculation Costs ar
30. aienoecnenencness 171 OG VIGW oerien eea E a ean cented eaoennnegnen 171 exce Dalt GIANG Set ce ac a ce a a cre nee 172 Associated Items Parts Lists and Item Packages cccccccceecseeceeeseeceeeceeeseeceeeseeeseeeaeesees 173 Usmo TMS Vanos TV OCS cherie tcc cil a lh aaa a ea taba taba hasan 174 Managing and booking item packages cccecccseccseeccececeeeceeeceuecsueeceeeseueseueeseeeaeeeseeeseeens 174 Standard Associated Rems asta te ea al a i al alee teh oe ee nia cnmenetdaheceatess 176 Opsnal Associated LSE Sct ae aa eae aa 176 PPANISILISIS eee ear nee tia ect dale la Clea ae aia 177 Linked ASsSocated Hem Serao 177 1 0 910 naa EEE AA AE EES 179 Loading unloading and tracing individual devices cccccceeeeneeeceeeceeeeeeeseeesaeeeeeeeaeeeseeeseeesaees 180 Loading unloading terminology ie22202s sacasacecscecsaassancenecesacssacsancnsscaganibanebadaatinbcualabalsbelnbelebdeles 180 protonic Checking out a job MANUAly cccceeccccseeeeceeeeeceeeeesseeeeeeeeeeeseueeeseeeeseeeeeseeeesseeeessaeeesaeneeeas 180 Checking in a job Manly s 222 22225224 cccniectancecasectanencaaeatanenanatetanencantaceense snaneeensecadedaetecaasdeatas 181 koadMg JODS eaa er ee Ce PO Re 181 Werle late a 2149 beeeeeeeec eer rete ee ee near E 182 Loading items and devices cccceccceeccceecceeeceeeceueesueeceeecueceuecsueeseeeeueesueeseesseeessueeseeeseeess 182 Assigning a transport CONTAINEL cccc
31. custom field content 1 easyjob gt Extras gt Options gt Tab Project ob 2 Click on fa tin the RTF Field area RTF Felder Report RTF Felder vorbelegen 3 Enter the formatted text L RTF Fields El Job Custom Fields li0 l BR 7 U i i Proposal lead in Power Supply Thanks for your interest in our Services Job_RTF_Field_3 Job_RTF_Field_4 dob_RTF_Field_5 Job_RTF_Field_6 Job_RTF_Field_7 i Job _RTF_Field_8 Changing passwords Changing your own password 1 easyjob gt Change Password 2 Enter your old and new password in the dialog p Old Password New Password Confirm new Password protonic 32 Project Management A project is the container for all information for a rental production workshop activity C 10 0003 ABC Product Launch Main Data Overview Schedule Resources Tasks Job Costs Attachments CostPlanner Fields References Purchase Invoices You can record all of your Project s neccessary information here eoscccccccsccccccecey T Project Presentation Area Stage Dinner Event Sub Rental Speedy Truss Rent Seesccesseessceesceeseeed Main Data Customer Project Name ABC Product Launch Project Number 49 0003 Custom Number Manager a sysadmin es Normal lt hi z Z Strasbourg 7 Notes Schedule Information Start 08 09 2010 00 00 Time End 11 09 2010 00 00 Time Order Infomation Purchaser s Name
32. deleting Sub Category Quantity Name Discount Job Rental Price Total Control 1 Main Item 000 7 Linked Associated A 7 Linked Associated B Customizing linked associated items in the bill of items 1 Open the context menu for the main item 2 Click on Fdlt Linked Assoaated Items When loading the individual linked associated items do not need to be taken into consideration More information about scanning the optional associated items can be found in the easyjob 4 0 mobile phone manual protonic 178 Shopping cart For immediate price and availability information you can use the easyjob shopping cart You can open the corresponding project from the shopping cart Opening the shopping cart easyjob Toolbar gt Shopping Cart Icon Select the time frame Select a customer Select the inquired item Click on Create project ee The shopping cart will calculate the availability and price for each item nc f fama Start Sunday September 05 2010 End Wednesday September 15 2010 Calendar Days 10 Days Used Fi Price List Mi Include Proposals Items 9 5 2010 9 6 2010 9 7 2010 9 3 2010 9 9 2010 9 10 2010 9 11 2010 9 12 2010 9 13 2010 1 Quantity Days ltem Rental Price Total 7 Projector L 300 00 2 100 00 x 5 4 1 2 4 4 4 4 4 4b 1 Paul Smith Event Items 2 GE Product Presentation Ite 1 CFH Video i e EE Customer mm Discount 0 Rental Price 2 100 00 Create
33. fields are mainly self explanatory or similar to the functionality explained in the project management chapter Enter the offer validity in the Va d until field This service is currently informative and does not influence the line items When a price list is used the price list sales prices are taken from the master data when an item is added When changing the status from Proposed to Confirmed the order and delivery date are filled with the current date Jk Sales Order c C fs MainData Advanced Lineltems Purchase Orders Tasks Documents CostPlanne Purchase Invoices Record details about the Sales Order here Main Data TV Studio Installation 1007007 00 1040001 ABC Productions High Street 1234 10000 London Manager i sys admin Phone Date of Proposal 04 09 2010 Mobile Phone Date of Order 04 09 2010 CEA ERE Delivery Date 04 05 2010 Valid until 11 09 2010 Service Status Corned a customer Pickup Delivery Frice List Trade Shows Tax Type Tax Free Total 1480 00 Payment Terms Remit within 30 days Invoiced E Si Sason Creator sys admin 04 09 2010 17 15 Last Edited sys admin 04 09 2010 17 19 al More information about invoicing an activity can be found in the Invoicing chapter protonic 113 Delivery Address and Notes If the shipping address differs from the customer address you can change the shipping address The shipping address is preset when select
34. here Inventory History W Rental Items F Sales Items Site Default Job Number Job Site Owe Inventory entry 0 Bought Created sysadmin 4200 Rental Default Inventory entry 4 Bought sysadmin 4 2010 Rental Default Inventory entry protonic Tenby Shoh oea 442010 Reval TT De 149 Item scheduling and inventory management Scheduling terminology Return Time With return time enter the time from which the Available 1 Day later box should be automatically selected Item available one day later Items are again available on the day of return If more time is required or if the return is too late in the day for a new rental the items will be calculated as available on the next day when this box is checked Check out A job receives the check out status after all items are loaded and the items have left the warehouse Check In A job receives the check in status after all items are unloaded and the items have been returned to the warehouse Loaded The loaded quantity of an item indicates how many items have been loaded manually or through the barcode scanner Unloaded The unloaded quantity of an item indicates how many items have been unloaded manually or through the barcode scanner Scheduled Scheduled is the quantity of items that have been scheduled for the corresponding job On fiy Check The On Fly check shows the minimum availability of an item over a defined time frame Calculating availab
35. overview Creator sys admin 04 09 2010 21 24 Last Edited sys admin 04 09 2010 21 34 Adding a line item 1 Click on Add 2 Chose from the list to add an item an empty line or a group You can add items from the master data as well as manual line items When adding a line item from the master data the purchase price is taken from the master data or from the supplier assignment Editing groups manually 3 Select the group from the list 4 Click on Fait Editing a line item manually 3 Select the entry 4 Click on Fait protonic 124 Quantity Name Discount Price Type 2 She WURFGaes o o oe The line items will be sorted according to the order in which the line items were entered Use the LA fda buttons to sort the line items If you add a row with master data items in a purchase order we recommend booking the line items in the line item form A selection list is filled out based on the selected type Quantity Keyword 1007746 00 2 CH Rack 1000075 00 2 0 x 5 wire feeder tail with Camlock and bare pigtail 1000074 00 4 0 x 5 wire feeder tail with Camlock and bare pigtail 1000718 00 AKG GN 30 1007749 00 Antenna 1007745 00 ARRI 4kw msr 1001049 00 BNC Videocable 20 1007742 00 Carver PM 1400 2 x 700w 1007721 00 Carver PM 2400 2 x 1200w 1007753 00 Christie CDXL 30 1007752 00 Christie CDXL 60 1007750 00 Christie CP 2000 X 1007751 00 Christie CP 2000 ZX 1007729 00
36. protonic Signaling an incoming call When integrating a phone incoming calls will be resolved based on the phone number and signaled with a popup window 18 17 04 09 2010 Call list Disable Simulate incoming call 18 18 04 09 2010 fe emit ot EA E iF l L 1i L K Lo4 all i From the call list context menu you can perform additional actions using a known address Create Project View customer s Projects Edit Address Open Cart Communication protonic 91 Address Master Data Addresses and contacts are managed in address master data In addition to the address book and the master data the master data form can be opened from additional forms and lists Open the address master data 1 easyjob Menu gt Master Data gt Addresses gt Classic Main Data Most of the fields are self explanatory CP 1001007 00 ABC Productions o l e e Main Daia Advanced Address Types Contacts Invocng Jobs Sales Trend ltems Resources Custom Fide Attachmens DigiFlest Block Indicator Enter general Address information here General Information Number 1001007 00 Custom Number Company Company 2 Sevan DeerMeden Last Name First Name Street High Street 123A Zip Code City London 123 4567 4567 123 4567 4567 123 4567 4567 123 4567 4567 123 4567 4567 into abcproductios com www abcproductions com Creator sys admin 03 09 2010 23 12 Last Edited sys admin 04 09 2010 18 10 a The Add
37. push H The following gray boxes indicate important passages in the text Note This is explanatory test The screenshots will be explained using numbers and arrows gt The navigation path in the forms will be specified using curved orange arrows Screenshot highlights will be marked in yellow protonic 5 Main Data Project Name ABC Product Launch Project Number 10 0003 A Custom Number i sti s SOS S C S Manager Additional Documentation In order to make it easier to become acquainted with and consult the easyjob documentation we have divided it into multiple sections You can find a complete overview of all documentation on the following website http www easyjob4 com de manual protonic Basic easyjob operating concept The following chapter describes the easyjob operating concept The basic functions will not be further described in the following chapters SO new users can start to use the user interface as quickly as possible we have oriented its use toward current Office and operating system standards The operating concept applies to the entire application There are some exceptions that do not fully reflect the concept List Views A lot of information is displayed in lists Visible columns column widths and sorting Using the column heading context menu you can display and hide individual columns as well as activate the automatic column width The column
38. sone CL Se a a Pres a on Area 68 21 2038 736 100 00 ETT E 31 79 600 00 E 29 43 350 00 E 100 00 Creator sys admin 03 09 2010 21 26 Last Edited sys admin 04 09 2010 15 46 Basis of computation for the project cost planner protonic 99 C 10 0003 ABC Product Launch eee Main Daia Ovensew Schedule Resources Task JobCost Attachments CostPlanne Fields Reference Purchase Invoice Here you can analyze the profitability of your Propect Job ject J Presentation Area Stage Dinner Event Sub Rental Speedy Truss Rent Post Calculation 0 00 2800 00 Rental Rate Expendable Itema Staff 000E 2400 00 ooe 2000 00 0 00 Transportation Job Costs O 00 1600 00 Subtotal 1200 00 iig 600 00 Project Total Budget Include Proposals 400 00 00 00 JOCO CIC ClOOCOO Expense Post Calculation r Tot Fercentage Rentals Fercentage Resources Fercentage al Presentation Area 2 038 73 2 038 73 100 00 0 006 Stage Dinner Event 950 00 E 31 79 600 00 E 29 43 300 00 E 100 007 Sibi Oveniew TeOwteoe Resoweee ters cse Creator sys admin 03 09 2010 21 26 Last Edited sys admin 04 09 2010 15 46 a Income formula Expenses formula Rental Rate Rental material total for all confirmed jobs Total of all confirmed sub hires Expendable Total expendable items for all confirmed Total purchase price of the items j
39. the tasks for the selected job protonic Opening an existing project Many methods can be used to open an existing project A project can be opened by double clicking on it in almost all lists or using the context menu The most common methods are described below Opening the project from the monthly overview 1 Open the easyjob monthly overview 2 Double click on a project Opening the project from the menu 1 easyjob Menu gt Projects gt Edit Project Creating a new project job Many methods can be used to create new projects When a project is established the first job is also created Creating a new project from the monthly overview 1 Open the context menu in the monthly overview in a free field 07 0012 MA Events AKG 07 0017 Siemens Staging 2 Select Create Project Creating a project from the menu 1 easyjob Menu gt Create Project In the Create Projecttorm enter the project related data in the first section and the job related data in the second section The user will be preset based on the logged in user protonic 35 P Projekt erstellen Auftragsdatum 26 02 200 pice phot m Noma Lieferadresse Veranstaltungsort a Rana estes o o Standort Default Tus R cknahme Defaut E Dispositionsinformationen Selbstabholer Nur Ressourcen von 26 02 2010 Es Uhr Materialanlieferung Full Service bis 27 02 2010 ER Uhr Co
40. 0 purchased 1 1 2010 1 Inventory deletion 23 2 2010 purchased Presetting the return time 4 easyjob Menu gt Extras gt Options 5 Select the Jobs tab 6 Enter the Aetum Time Scheduling es Remind when overdue Return Time Suggest Days Used Set Proposal Expiration Date 5 days On fly Check The On fly check is available in some forms The On Fly check calculates the minimum availability of an item within a time frame In the item selection example all items with the minimum availability on the basis of the job time frame are calculated 1 Dynacord Powernmate 1000 2 x 500w 13 Dynacord V Concert System V12 60P 23 Dynacord V Concert System V 17 PWH 3 EAW KF911F 15 Edison 14 3 PBG 10 Colors If an item is not available on a certain day the complete list will be colored orange The zero availability lines are colored dark orange If a negative amount of an item is available on a day the complete list will be colored light red The negative availability line will be colored dark red Checking availability protonic 153 Item availability is displayed in various locations in easyjob You can also manually start an availability check Checking item availability 1 easyjob Menu gt Item gt Availability 2 Select and item and define the time frame If you select a day you will see the use of the item for the individual jobs To calculate item availability in consideration of cu
41. 00 ZX Crown 2 x 500w Crown 2 x 600w Derby 300 Watt Desisti Leonardo 2Kw Digital Projection Power 10SX 10 000 ANSI Lumens Dimmerrack 24 kW 12 x 2 3 kw DMX 2x16pin Socopex Dimmerrack 72 KW 36 x 2 Kw DMX Distribution Box 1 phase Camlock input 12 Edison output Distribution Box 1 phase Camlock input 6 Edison 6 L620 output Distribution Box 3 phase Camlock input 6 Edison 12 L620 output DMX XLR 3 10 DMX XLR 3 15 mensia m A nm 9 m Adding items to a line item form m P protonic Click on Line Items in the sales order Select the ype Enter the item name as the keyword Click on Add 1 Shure U2 UHF Beta 87 0 00 280 00 280 00 1 Shure U4D UHF Reciver 0 00 1 200 00 1 200 00 118 Purchase Orders To view the status of the related orders in a sales order you can assign as many orders to a purchase order as you wish JE Sales Order E3 Main Dala Advanced Line ltems Tasks Document CostPlanner Purchase Invoices Status of all Purchase Orders associated with this Sales Order Date of Order Manager Creator sys admin 04 09 2010 17 15 Last Edited sys admin 04 09 2010 17 15 Ordering items from a sales order 1 Select the Purchase Ordertab 2 Click on Add 3 Enter the number you require in the order column and select the supplier The supplier selection box will display all items assigned
42. 09 2010 Lyon Paris Strasbourg LJ AU Check In Date Return Date 08 09 2010 08 09 2010 13 09 2010 13 09 2010 13 09 2010 13 09 2010 11 09 2010 11 09 2010 04 09 2010 04 09 2010 05 09 2010 05 09 2010 08 09 2010 08 09 2010 05 09 2010 05 09 2010 05 09 2010 05 09 2010 05 09 2010 05 09 2010 14 09 2010 14 09 2010 06 09 2010 06 09 2010 06 09 2010 06 09 2010 06 09 2010 06 09 2010 15 09 2010 15 09 2010 07 09 2010 08 09 2010 07 09 2010 08 09 2010 m 07 09 2010 08 09 2010 06 09 2010 06 09 2010 07 09 2010 08 09 2010 06 09 2010 06 09 2010 07 09 2010 07 09 2010 16 09 2010 16 09 2010 08 09 2010 08 09 2010 09 09 2010 09 09 2010 09 09 2010 09 09 2010 09 09 2010 09 09 2010 10 09 2010 10 09 2010 10 09 2010 10 09 2010 10 09 2010 11 09 2010 1 Move the mouse between two columns protonic Number Mame Status Check Out Date 07 0003 01 AR Stage eConfirmed 03 09 2010 O7 0027 01 ITC Show Main Items i Proposed gt 03 09 2010 O7 0028 01 London Concert Days Truss lt Proposed gt 03 09 4010 07 0001 01 Main Items lt Confirmed gt 03 09 2010 O7 0006 01 Schneider d amp b lt Confirmed gt 03 09 2010 07 0005 01 The Winners lt Confirmed gt 03 09 2010 O7 0007 01 Wenz Sound amp Light Confirmed 03 09 2010 2 Hold down the left mouse button and move the mouse to the left and right The list data will be presorted by default Customizing the sorting order 1 Click on the colu
43. 19 Real discount Rental Rate 100 Items expressed monetarily Job cost planner in the Bill of Items To be able to access the most important values of the cost planner in the bill of items you can open a small version of the job cost planner Cost Planner 0 M Job Costs Minimum Rental Price 956 106 Days Charged 1 912 20 Rental Rate 1291008 Days Charged 2 63200 Discount 20 00 526 40 E Expendable ltems 000E tems with No Discount 000E Subtotal 2 105 60 2038 736 Staff 000E 000E Transportation 000E 000E Invoice Job Costs 0 00 Total 2 105 60 TA Job Total 2 03873 Include Tax Open the job cost planner from the bill of items 1 Click on the calculator icon in the toolbar protonic 58 User concept Project cost planner The project cost planner summarizes the income and expenses for the separate jobs and uses them to calculate the profit The relationship between income and expenses is displayed by a bar chart A budget management tool is also available It helps you see if the project is going according to plan 10 0003 ABC Product Launch SSO 3 MainData Ovemmew Schedule Resources Tasks JobCost Attachment CostPlanne Fields References Purchase Invoices 2 986 73 6 1 150 00 000E 1 838 3 amp 2 988 73 Project Total 1 668 73 6 Budget Include Proposals is Cocis By Ome Reese Eee Ft Erbe ten Sa Trerspoteten Gene
44. 2 Give the free text line a name Total Information The total information contains information about the total of the max volume weight line item quantity price power input and custom fields for the item Please note that parts list items and linked associated items are not included Open Total Information 1 Click on the icon on the toolbar E Total Information 10 0003 01 TEET Area Project Apparent Power Real Power ltem_Field_4 ltem_Field_5 You can display the total for the entire project the job as well as for individual groups by selecting the corresponding tab protonic 170 On Fly Check In addition to item selection you can activate the On Fly Check in the bill of items Control 20 Normal Associated A 20 Normal Associated B 20 Desist Leonardo Kw Fixtures Speci 1 1 20 Derby 300 Watt 00 11 00 Starting the On Fly Check 1 Click on the amp icon on the toolbar You can also activate the On Fly Check continuously Double click on the On Fly Check icon The colored magnifying glass indicates its continuous activation Log View With the log view you can see who booked an item to a bill of items deleted it or changed the quantity and when The barcode scanner logs are also displayed HE Christie CP 2000 X Administrator 09 05 2010 12 17 PM Christie CP 2000 2X Administrator 09 05 2010 12 17 PM Carver PM 2400 2x 1200w Administrator 09 05 2010 12 17 PM Christie CDXL 30 Administ
45. 3 TASK aratianadaiaaxiaadawianaiasanatieentancaanacdatcanianatenndccdaanbenateantnanianatesabontanctamnileneteactentnstoteneianatanses 50 FES AE E dena denahesstacatanatcanienadacntanndacdisenedenerenatensdencdanetancn 51 JOD OOS IAG e E 52 Calcu laiorn terminology a ts ae ae ht atin teat latin esi naa 52 POE rO UGUO iea ace ae et eats 53 User concept Job Cost Planner c cccccccceeecceeecceeeecenecceneccenecceaeecenesaseeseeesaueesaeeesaeeess 54 All inclusive job price and fixed discounts ccccccceeceseeeseeeceeeeeeeeseeeseeeseueeeeeeaeeeseeeseeeneeess 54 tax CAlGUIAUOM eeren Aun Aa Ala Aa aaa Nee ue Gil Gua Guat aielGiel Al a chsh cain caigan tis 55 IMSUPAnCS CAlGUIAlIONS e aunanaenala al aaa ae ala ale Gus aaa alelilGi ts Gah Gi eens sna 55 Basis of computation of the Cost Planner ccccccccccceececececeeeeeeeeesaeeeeseeesseeeseeeeeaeeeseeeseeeas 57 Job cost planner in the Bill of Items vi sacatacoincetacndsaacadadadedadadesadodadedasedasacssadenncagsiasedesiodiesiedesinsieas 58 User concept Project cost planner ccccccccceeeceeeceueeaeeeceeeceueceueeeeeeseeeceeeceeeceeeseeessueseeeenes 59 Basis of computation for the project cost PIANNEL cece cece eeccececeeceeeeeeeeeeceeseeeeeeseeeaeeeeeeses 59 Item master data PriCe cccccccseccceecceeeceeeceueeceeeceeeceueceueeseeeseeeseueesueesueeseessuessuesseeeseesseeeneeess 61 Mimmu rental Pce calculator csc EE EE E EEEE bainbaensaduni
46. 9 01 4 07 0010 01 1 07 0012 01 4 07 0012 02 1 07 0027 01 2 Dynacord Powermate 1000 2 x 500W 0 Medium Duty Sleeve Corner Block 0 Martin Robocolor Pro 400 2 PAR 64 CP60 6 lamp bar 2 PAR 64 CP61 6 lamp bar 1 ETC Eclipse 24 2 ETC Sensor Rack 24 x 2400w 2 ETC Sensor Rack 36 x 2400w 7 DMXXLR 3 10 Mixing Consoles Trussing Moving Lights Fixtures Fixtures Control Dimming Dimming Cable 3 Dimmerrack 24 kW 12 x 2 3 kW DMX 2x16pin Socopex Dimming 3 Edison 12 3 PBG 25 2 Edison 12 3 PBG 50 0 Medium Duty 5 00m 0 Klark Teknik DN 360 Equalizer 1 Klark Teknik DN 504 4 fach Comp Limiter 1 Klark Teknik DN 514 4 fach Gate 2 Medium Duty 2 00m Job City Hall Supersonic Sounding MA Events AKG Add film 2nd day ITC Show Main Items Power Cable Power Cable Trussing Signal Processing Signal Processing Signal Processing Trussing City Hall Supersonic Sounding MA Events AKG MA Events AKG ITC Show Keyboard concept for navigating the tabs Main Data protonic Advanced Contact Invocing Jobs Resources Custom Fields Attachment Digifleet Block Indicator Enter general Address information here Sales Trends ltems Purchase Invoices 13 You can select the individual tabs with the key combination blll 1 GH 2 etc using the keyboard Editing list entries You can directly enter data in some lists With the list editor you can use this feature within the items and addresses master data This f
47. AR 64 CP62 6 lamp bar 1000185 00 Stands Steel F in SonanynoooRPnSenuwtnNokoatos ao oon OF Oo oO oOo ea eH 3 A I Select all protonic 148 Performing counts Open the Excel table and enter the counted amount in column F Be careful not to count the items used in parts lists A B 1 Item Number Category 2 1000032 00 Moving Lights 3 1000040 00 Trussing 4 1000057 00 Stands 5 1000059 00 Special Effects 6 1000062 00 Fixtures 7 1000064 00 Moving Lights 8 1000074 00 Power Cable 9 1000075 00 Power Cable 10 1000076 00 Amplifiers C D Name Inventory Circulation Current Stock Location VL1000 ERS Luminaire 0 4 Pipe 5 0 0 0 Genie T 25 25 crank up lift 12 0 12 Rosco 1000 Fogger 1 0 1 Desisti Leonardo 2Kw 4 15 11 VL3000 Spot Luminaire 0 0 0 4 0 x 5 wire feeder tail with Camlock anc 7 1 6 2 0 x 5 wire feeder tail with Camlock anc 9 1 8 MA Grand MA Lighting Console g 0 9 Data import of the amounts counted in Excel Start the inventory import Sa ed easyjob Menu gt Extras gt Inventory Select the import file Select the Import option Select the lines you want to import Click on Start The inventory entry is created in the item master data based on the differences 1007761 00 Main Item ManData Prices Inventory Devices Assocaled Jobs Alternatves Usage FRepors Suppliers References Images Attachments Purchase Invoices Custom Fields Record changes to ltem Inventory
48. Center Sound MA Events AKG Siemens Staging Theater Days Smith Boat Cruise IAA Auto Show Big Show Paul Smith Event Nestle Concert Series GE Product Presentation Citibank Project ABC Product Launch Cultural Arena Benefit BMW Sales Presentation Comedy Hall Fall Line Up 07 0011 07 0013 ARF Closing Technology Date oC Center Sound 07 0015 07 0012 Cavalier Hall MA Events AKG 07 0016 CPH 08 0001 Cityline Football 07 0017 Siemens 07 0018 Theater Projects from Today onward Criteria Proposed Confirmed Days 30 Open the navigator in the easyjob menu 1 easyjoo Menu gt View gt Navigator Open the Navigator using the easyjob toolbar protonic 1 Click on the navigator icon on the tool bar Displaying and hiding workshop activities 1 Open the easyob category context menu E Projects tram Today onward Proposed Projects Projects Ending Soon New Frojects Projects to be invoiced 2 Click on Customize 3 Select the desired workshop activity list from the Available Data Areas and add the display to the Used Data Areas using the gt gt button Purchase Invoices to be Paid Purchase Invoic Purchase Inv Projects fro Purchase Invoices pending apy Purchase Invoic Purchase Inv Projects in progress All Projects Unassigned Purchase Invoices Purchase Invoic Unassigned F Jobs in progress All Jobs in p Declined Puchase Invoices Purchase I
49. Christie CDXL 30 Christie CDXL 60 Christie CP 2000 X Christie CP 2000 ZX Crown 2 x 500w Crown 2 x 600w Derby 300 Watt On Fly Check W Calculate Availability E Include Proposals Date Avib Conf Pro Sub Wksp 9 8 2010 9 9 2010 9 10 2010 9 11 2010 9 12 2010 9 13 2010 9 14 2010 4 5 2010 clude Associated Items ee amb amb anb nd b ab mb mbi ooooc e oo ooo oc 8e oo ooo oce oo protonic 5 KO V Stat 9 8 2010 End 10 13 2010 Daily Price 2 289 20 pOr Eede Pans Lists Price List Trede Shows 28 election tal 20 Dimmerrack 24 kW 12 x 2 3 kw DMX 2 20 Dimmerrack 72 KW 36 x 2 Kw DMX 4 Crown 2 x 500w 10 Crown 2 x 600w 5 Christie CDXL 30 5 Christie CDXL 60 20 Christie CP 2000 X 20 Christie CP 2000 ZX 20 Digital Projection Power 10SX 10 000 Ar 20 Distribution Box 1 phase Camlock input BO SPHHM 36 0 0 0 0 0 0 e eo o e eo e e eo c coe 166 Shortcuts and operating concept The bill of items are designed for quick use with the keyboard and mouse The following screenshot describes the cursor sequence when booking an item with the keyboard m Start 9 8 2010 End 10 13 2010 Daily a 2 289 20 i E Include Parts Lists Price List A Rental Price 0 00 Inventory 2 Rental Inventory 2 Nem I OE 2 CH Rack 2 2 0 x 5 wire feeder taff lock and bare pigtail 4 0 x 5 wire feeder ta ai lock and bare pigtail AKG GN 30 Antenna ARRI 4kw msr
50. Crown 2 x 500w 1007731 00 Crown 2 x 600w 1000108 00 Derby 300 Watt 1000062 00 Desisti Leonardo 2Kw 1001057 00 Digital Projection Power 10SX 10 000 ANSI Lumens 1000205 00 Dimmerrack 24 kW 12 x 2 3 kW DMX 2x16pin Soco 1007682 00 Dimmerrack 72 KW 36 x 2 KW DMX 5 Qe ae N o N o Adding items to a line item form 1 Click on Line Items in the purchase order 2 Select the 7ype Q 3 Enter the item name as the keyword 4 Click on Add Documents More information about document management can be found in the Documents chapter protonic 125 Cost Calculation The costs of a purchase order are summarized in a cost calculation w Purchase Order Main Data Lineltems Document CostPlanner Purchase Invoices 1 200 00 0 00 0 00 920 00 E SOn Total incl Tax 9 Creator sys admin 04 09 2010 21 24 Last Edited sys admin 04 09 2010 21 41 al The items O staff vehicles and manual line items are added inclusive of the entered discounts and added to the subtotals 5 The customer discount is deducted from the subtotals Click on to transfer the calculated amount to the totals The gross totals are calculated based on the tax protonic 126 Inventory management In easyjob inventory is created as items and devices For a better overview the items are combined in subcategories Each item can be assigned to as many devices as you want for clearer identifica
51. Data Statistics Reports Tools Window Oe Ph ied 6 e esr The individual menus will be activated or deactivated based on your user rights Forms that you started from the View menu and have left open when ending easyjob will be automatically reopened the next time you start easyjob easyjob Icons and Symbols Various symbols are used in the toolbar and in the program EE OOOO Lal Monthly Overview J a easyjob Today Address Book and Address and related Master Data Items and related Master Data protonic Availability functions Project Jobs and related Master Data Purchase Order System a Sales Order Shopping cart m Workshop and service intervals Log View Many forms contain a status bar where you can see which user created the data and when it was created and who made the last change Creator sys admin 03 09 2010 21 26 Last Edited sys admin 03 09 2010 22 37 a More information can be found in the log view The log view contains additional information This includes information about status changes made to projects jobs as well as order number changes Log View Status set to Confirmed Administrator 03 09 2010 72 33 Administrator 03 09 2010 72 33 Administrator 03 09 2010 21 29 Administrator Open the detailed log view 1 Click on the i Icon on the status bar View current operations In easyjob with the Navigator easyjob Today Monthly Overview and Windows Gadget there a
52. Date of Order 03 09 2010 Type of Order by phone v Terms of Payment X Sub hire Overview aTa Quilook Items Glose Creator sys admin 03 09 2010 21 26 Last Edited sys admin 03 09 2010 22 33 i A project contains item scheduling staff and transportation planning task management document management and cost calculation Each project consists of at least one job and may contain as many as you require The project time frame starts from the earliest start date and ends on the the latest end date for all jobs a ae a Schedule Projects and Jobs Every project can be divided into as many jobs as needed When creating a project the first job is automatically generated protonic 33 A tab is created for the project and for the individual jobs 10 0003 ABC Product Launch Project Name ABC Product Launch Project Number 10 0003 hS Custom Number E The first tab is used to manage the project data and the others the job data The order of the jobs is determined by the order of creation This order can be changed Individual jobs can be archived and hidden using a shadow copy Information about the customer and priorities are recorded in the project D Project Presentation Area Stage Dinner Event Sub Rental Speedy Truss Rent Main Data Customer Project Name ABC Product Launch EEEN om Project Numb
53. Days 30 2 Customize the filter protonic easyjob Today easyjob Today provides you with a complete overview of all important Workshop Activities You can define which workshop activities are displayed to meet your needs This also applies to filter settings W easyjob Today easyjob Today sysadmin Freitag 3 September 2010 Projects in progress Jobs in progress Start End Project Status Start End Job Status 03 09 2010 04 09 2010 Tri State Athletic Conference lt Confirmed gt 03 09 2010 08 09 2010 AR Stage lt Confirmed gt 03 09 2010 05 09 2010 CATS Revue lt Confirmed gt 03 09 2010 13 09 2010 ITC Show Main Items lt Proposed gt 03 09 2010 08 09 2010 Mercedes Product Presentation lt Confirmed gt 03 09 2010 13 09 2010 London Concert Days Truss lt Proposed gt 03 09 2010 08 09 2010 Downtown Art Exhibition lt Confirmed gt 03 09 2010 11 09 2010 Main Items lt Confirmed gt 03 09 2010 11 09 2010 Bon Jovi Tou 2007 lt Confirmed gt 03 09 2010 04 09 2010 Schneider d amp b lt Confirmed gt 03 09 2010 13 09 2010 ITC Show lt Proposed gt 03 09 2010 05 09 2010 The Winners lt Confirmed gt 03 09 2010 13 09 2010 London Concert Days lt Proposed gt 03 09 2010 08 09 2010 Wenz Sound amp Light lt Confirmed gt 444444 4 Projects Start End Project Status 03 09 2010 04 09 2010 Tri State Athletic Conference lt Confirmed gt 03 09 2010 05 09 2010 CATS Revue lt Confirmed gt 04 09 2010 05 09 2010 Downtown A
54. EE 92 ETI aM D E tre PRETA IE PEA AEE T TT A S 92 PRON ING Etaoin E EREE E EAA TERENE E E 93 Address WY DCS cheeses aetete te tetctetctacbstnnstensensounobeapbu ees esauentn naeusen been osennsunt eet ec SeaeGansoastenn 94 COMAC S i A E 95 MVO e E E aad oneeauAReMRRNNEANGRRmENNSE 97 JOD Oe Nm Se Se ae Se ne ESE tO NSP SOON STS OS OT OOS OSS EROS NYLONS STS 98 soe foe B e E ee E E ee 99 Cee aaa ee nn Oe Re Mee Ree Ree ne ne ee te 99 SS OUI Orea a NO AGL EM he AGL hes hs Genial ca ah obs ohare ca ana aa naa nena ats 99 RS LONGI Ne Me eC Sabet ecu iS aaa tne bt abe an ncn tanta ot oa tea oe eb ote pees bape baaEIeaaGS 99 DO CUMS NS xi ksh ecb at ht ct chsh seh ene E Sots EE O A RE EAE EEE ENE A reek EE atenete pase asi E O 99 COUNLMES erti a aa T Aari 100 Workshop Activities Service and Repair cccccccceecccseeeeeeeeceeeseeeeseeeeseeeeseeeeseeesaeeeseeeseeeas 101 Third party repairs maintenance ccccccsccceecceececeeeceeceueceueeceeecauecsueesueesuessueeseeeseeeseuesaeeeaes 102 UUU o a alee vc atte aceepereecpemtsie te eee 102 EONA OO ease ee ee a rier ccrarc cei e ne una a E 104 BOVA SIE EEO U Co een nee ee eee eee eee 105 WOrKSNOD COSTS eee eee et A eee eee eee ee ere 106 EE 2 A A E T E ee ee ee ee ere Te 106 Maintenance intervals ccc ccc ceccecceeceeeeeeceeceeceeeeeeseeseeeeeeeeeseeseesaeseeeseeseeseeseeeeeseeseeseeseeseeeas 106 Assigning maintenance intervals to devices cccccccseeceecseceaeec
55. Event 2 00 AV Engineer Start 9 8 2010 9 00 00 AM End 9 8 2010 6 00 00 PM ee a E ResourceAssignme David Eshel Saint Jacques sur Darnetal Creator sys admin 9 3 2010 9 26 PM Last Edited sys admin 9 4 2010 6 10 PM Assigning resource addresses 1 Select the resource 2 Click on Assign 3 Select the desired address The address book displays by default only the addresses for the selected resource based on the assigned resource types within the master data To display all addresses from the address book uncheck the box Display Addresses of qualitied staff by resource type When assigning an address you can see if the person is already booked for another job or unavailable due to another reason protonic 198 916 824 1018 on ao bis Spirit Lake 3 j 620 7241 Seattle 101 457 3982 Saint Jacques 935 321 9170 Robbinsville 329 150 3624 Start 9 7 2010 End 9 9 2010 v 9 7 2010 a After assigning an address the address will be given the status Preferred Stage Dinner Event 2 00 AV Engineer Start 9 8 2010 9 00 00 AM End 9 8 2010 6 00 00 PM Jees Fresena Sais uriy Company Ware iy Resouretsigment Fit Resouces Confirmed Confirm David Eshel Saint Jacques sur Darnetal i Preferred Andrew Ballisager Vialonga Click on the status column to change the status Once the necessary number of people are confirmed for a resource the resource field will be filled in
56. Inventory Number Last Activity Device_Field_1 Device_Field_ Warranty valid until If a device is booked during its warranty period in a workshop activity the Warranty valid until field will have a red background protonic 101 Garantie bis 31 08 2010 In the activity type indicate if it is a maintenance or a workshop activity If maintenance is performed based on an interval enter the corresponding service type During the time frame the items are considered available Please note that for longer durations the end date must be customized If a workshop activity is not yet finalized the activity will be displayed in the Navigator easyjob Today Windows Gadgets and reminders Third party repairs maintenance The workshop activity may be carried out by an external company The external address must be entered The information for a delivery note dispatch note is available in the report designer Click the Shippedand Retumed boxes to indicate the status of the external workshop activity Pa Workshop Activity for Digital Projection Power 105X 10 000 ANSI Lumens Main Data Advanced Instrzchons Log PatTest CostPlanne Attachment Purchase Invoices More Workshop Activity Information Advanced Data Notes Workshop_Field_1 Workshop_Field_2 Address of maintenance provider New De E a i r C Shipped C Returned Instructions For maintenance activities the instructions defined for the maintena
57. Items Linked associated items are fixed assigned items Unlike a parts list linked associated items can be edited in the bill of items In addition the availability of the linked associated item is taken into consideration A linked associated item can include a spare lens for a projector Rental Inventory Rental inventory is inventory that can be rented If the item is used as a parts list item the corresponding number is taken from the inventory and then the rental inventory is calculated protonic 127 Subcategories ltems are grouped into subcategories With sub categories items are displayed in a structured manner in various lists and can be printed You can create and freely sort as many subcategories as you wish A subcategory is managed with the category and the subcategory on two levels Managing subcategories 1 easyjob Menu gt Master Data gt Subcategories l Lighting Control z Fixtures z Fotures Specialty z Moving Lights Dimming i Cable 2 Special Efects i Spots Sound Video Rigging Power Distribution Logistics l Tools z E E E Creating a new category 1 Select easyjob in the tree view 2 Click on Add 3 Give the category a name Creating a new subcategory 1 Select the category to which you want to add the subcategory 2 Click on Add 3 Give the subcategory a name protonic Sales Order Expense Accounts heh n aaaammmM Sales In
58. Lyon Paris Strasbo 04 09 2010 Assign linked devices Release Device 3 Select Assign device parts list or Assign linked devices 4 Select the corresponding device for each parts list item Parts ListA 5Si45645654 Parts List B No assignme Jobs The jobs for the item are displayed in the projector You can limit the list using the date Jobs Start E 04 09 2010 End 04 09 2010 v 05 09 2010 07 09 2010 Theater Days lt Confirmed gt EE co J Pie JE se J ox Creator sys admin 04 09 2010 22 05 Last Edited sys admin 04 09 2010 22 07 protonic Alternatives Alternative items can be used instead of the item This could happen in the case of an overbooking More information can be found in the Scheduling chapter Alternativen Nummer Benutzemammer Inventar Bezeichnang 1007755 00 10 Shernatrver Artikel A 1007 756 00 12 Alternatrver Artikel B Angelegt Admin admin 27 02 2010 19 01 Bearbeitet Admin admin 02 03 2010 22 42 Adding alternative items 1 Select the A ternatives tab 2 Click on Add 3 Select the alternative item protonic 140 Usage Usage displays the usage days used as well as income from the individual jobs grouped by job status over a selected time period The basis of computation is further explained in the easyjob Business Information Center AIK 41 f1 gt i Of 4A au W
59. Main Items E E E E E E a E E E E The setting for new reminders will be reset the next time easyjob is started You can configure if and when reminders should be provided for each workshop activity Message Time remaining before due Invoice due date exceeded Strasbourg d Dutgoing Freelancer request Strasbourg el Overdue Check In Strasbourg Overdue Check Out Strasbourg el Personal task not finalized Strasbourg fal Projects to be invoiced Strasbourg de Z Proposal xe muar e rentalmarket biz Rental Stresbous sw rentalmarket biz Sub Rental Strasbourg T Workshop Activity exceeded Strasbourg d OK cancel Further options are available with the functions in the context menu i k posal expired i Proposal expired Edit Proposal expired f A er snooze Until tororrow F Proposal expired Cancel Job A Proposal expired OTS F F Fropozal expired 07 0028 01 L A Proposal expired OF 001 2 03 E F Proposal expired 07 0017 02 i A Froposal expired 08 0003 01 F Open the reminder screen manually 1 easyjob Menu gt View gt Reminders protonic 2 protonic Repeat reminders later Select the time frame ae confirm with Remind L 5 Minutes 10 Minutes 15 Minutes 30 Minutes 1 Hour 2 Hours i Hours ie Days 1 Day Das 3 Days 5 Days T Days Configuring reminders easyjob Menu gt View gt Reminders aS EEN Proposal expired Proposal expire
60. Temporary staffing agencies Temporary staffing agencies are companies that have a large amount of resources available So you do not have to make multiple assignments with a temporary staffing agency you can enter the quantity of staff with the assignment Managing absences With resource planning you can account for staff absences You can assign as many absence time frames in an address as you wish The absences are managed with the resource status The assigned resource status is displayed in the resource assignment as well as in the address book Assigning a resource status to an address easyjob Menu gt Master Data gt Addresses Select an address Select the Resource tab Click on Addin the Status category Select the type and the time frame ae I Status g 5 4010 1200 AM Time 9 12 2010 1200 4M Time The individual status types are managed in the master data Managing the resource status 1 easyjob Menu gt Master Data gt Resource Status 2 Select a resource status to edit or create a new one t is a staff or vehicle related status Vacation Staff Assigning resource types to an address In order for the resource planner to assign appropriate addresses the resource types that would come into consideration are assigned in the address master data protonic 193 Resource Information Resource Type i Sound Engineer Assigning resource types to an address 6 easyjob Me
61. The inventory entry can be assigned to the devices in addition Based on the assignment the inventory entry or inventory deletion is made for the device More information can be found in the Devices chapter protonic 133 protonic 134 Devices With item inventory enter how much inventory you have of an item If you create the item on the basis of a serial number inventory number attach the corresponding device to the item When loading and unloading you can chose if you want to load or unload the item or one of the corresponding devices When using a barcode scanner decide based on the barcode if the item should be loaded as a bulk item or as a device For this you can print the barcode from the item form or from the device 22 05 2007 d m Inventory 7 Active Devices 7 Print Series New Edit Detete a A S T Last Edited sys admin 04 09 2010 21 33 The device list show you the inventory and how many active devices you have in inventory Active devices are all devices that have not been assigned an inventory deletion If you would like to manage the entire inventory of an item as devices please note that the inventory is equal to the quantity of active devices Creating a new device 1 Select the nventorytab 2 Click on Add protonic 135 The inventory entry and deletion is the assignment of an inventory entry On this basis you can always see which devices have been b
62. a Copying a project In order to minimize data creation for a recurrent project you can create a new project on the basis of an existing project Copying a project 1 easyjob Menu gt Projects gt Copy Project 2 Select the source project 3 You can decide if you want to accept all projects or only the selected jobs from the project You can also select which data should be copied The individual scheduled items are moved on the basis of the project s new start date Copy Job Save time by copying recurring Jobs and Projects here Source Project 10 0003 ABC Product Launch Jobs to be copied All Jobs Include Data Z Main Data Tasks RTF Fields Resources ltems Schedule Job Costs F Selected Jobs Presentation Area Stage Dinner Event Sub Rental Speedy Truss Rent protonic 36 4 Enter the new project name and select the new start date i Copy Job Copy Job Save time by copying recurring Jobs and Projects here Existing Project 03 05 2010 5 Creating a new job You can add as many jobs to a project as you like Adding a new job to an existing project 1 Open the Project tab context menu Insert Job Move Project Jobs Select Job 2 Click on Create job Inserting an existing job You can copy an existing job within a project The copy activity is similar to the project job copy function Copying an existing job in the project 1 Open the Project tab context men
63. address It can be used for example to indicate a trade show stand number for deliveries In the proposal expiry date indicate how long the proposal is valid When the proposal expiry date protonic Last Edited sys admin 03 09 2010 23 23 42 has been exceeded you will receive warnings in navigator easyjob Today Windows Gadgets reminders and in the project overview You can automatically initialize the proposal expiry date Automatically initializing the proposal expiry date 1 easyjob Menu gt Extras gt Options 2 Select the Jobs tab 3 Enter the number of days before the job starts in Set Proposal Expiration Date Overview Complications may arise during a project An item may be overbooked or a person may not be scheduled or a job may be checked out not as planned a Invoicing checken To avoid having to check the individual modules for problems during the project important complications are displayed in the project overview The complications are indicated with a warning symbol proTonic 43 Equipment p By clicking on the expand symbol a list of the complications is displayed The menu also offers conflict management tools Equipment Message Open Bill of Items Check Availability Open Scheduling Board Check Out CE ka Overview of the analyzed complications N Request No customer selected No customer has been selected in the project Proposal The job st
64. addresses in the master data protonic m Assigning current addresses with the address book Exit Editing assigned addresses in the master data Del Removing addresses from a workshop activity Communication menu The available communication devices are configured in the easyjob program settings More information can be found in the Installation and Setup Manual Depending on which communication devices are activated you can access the following communication operations using the address or a contacts TAPI Make a call Instant Message Send a Windows Live Messenger message 100100709 eat a Co E Mail Mobile Phone 123 4567 4567 Internet Company Phone 123 4567 4567 Instant Message Home Phone 123 4567 4567 When the messenger integration is activated the communication icon will display the current on line status The following forms and lists contain a communication menu in addition to the address display Address book User Address list communication Communication menu Communication menu nll Andy Schedule First Name Last Name Street ZipCode Ci Abdullah Aaron 10 Pencroft Way Manch 3177 Za Akim Alvarez 3560 we Andersen e 3600 We EMail l E Mai Alan Internet Internet Alan Andersen Instant Message Instant Message Alastair Andersen Roi rg Alberto Andersen 106 Hampstead Ro Map j Map Alejandro Andersen 106 Malaga omg Allan Pomel m TAT anaasntear Dan SMS SM
65. age of items with a fixed price for a job Managing item packages easyjob Menu gt Master Data gt Item Packages Select or create an item package Enter a name for the item package Add the desired item OAA protonic 174 Use Non Package Price Discount 91 78 Package Price 300 00 tems 1 Main Item Each item package is identified with a clear name More information about calculations can be found in the Calculation chapter You can add as many items to an item package as you like Associated items are automatically considered when booking and do not need to be added Booking item packages in the bill of items Click on tem Package select the item package Click on Calculate in order to view item availability Select the item group or create a new one Click on Add oS ey Inventory 2 tx ad _ Gateutate _ Cancel Before booking you can calculate the availability of the individual item Overbooked items are marked protonic 175 with a red cross The associated items for the item are displayed at the bottom of the directory Click on an item to view detailed availability information To better organize the display an item group can be created from the item package with the name of the package and the content of the package booked in an existing group Standard Associated Items Upon booking the associated item is automatically booked in a corresponding quantity wit
66. all vehicles including vehicles assigned to jobs Staff After selecting the workspace you will receive a staff selection The filter settings are customized so that you can view the jobs for which the staff member is scheduled as well as the jobs for which the Staff member meets the selection criteria Vehicle After selecting the workspace you will receive a vehicle selection The filter settings are customized so that you can view the jobs for which the vehicle is scheduled as well as the jobs for which the vehicle meets the selection criteria Booking staff or vehicles Booking a vehicle is basically identical to booking staff For this reason this chapter will only describe booking staff in more detail Booking staff based on the resource type 1 Select the Staff Schedule workspace 2 Select a line item to which a resource must be assigned 3 The staff area will only display staff members who fit the selected resource type 4 Drag amp Drop the staff member on the resource type protonic 202 Booking staff based on the staff member 1 2 3 4 Select the Sia fworkspace Select a staff member The Unassigned area will only display resource types that have not been assigned that are Suitable for the selected staff member Drag amp Drop the resource type on the person Additional filter options Job Status Job Status In general filter only confirmed jobs as staff is not scheduled for E Proposed F Ca
67. an be found in the Documents chapter protonic Copying an item When creating similar items you can copy the item to save additional data entries Customizing supplier priority 1 Open the item master data for an item 2 Click on Copy 3 Enter anew name the inventory as well as which data should be copied Oc Source ltem Main ltem Target Item Name Main tem New Inventory 4 Associated ltem Parts List Sub Hires Custom Fields Sis amp 4 Click on OK After the entry the master data list for the new item will appear Printing a barcode You can print item and device related barcodes Printing an item barcode 1 Open the item master data for an item 2 Click on Print 3 Select the barcode report Print the device barcode Open the item master data for an item Select the Device tab Select the Device Click on Print oe MDME protonic 146 Inventory You can carry out the inventory using the easyjob inventory function or using the barcode scanner The inventory solution integrated in easyjob exports the items to be counted to Excel Enter the determined quantity in Excel and import the data back to easyjob Data export for manual compilation in Excel Start inventory export easyjob Menu gt Extras gt Inventory Select the export file Select the Export option Select the item to be exported Click on Start oe NS Select the file name of the excel file and select E
68. as gt Options 2 Select the Jobs tab 3 Select Suggest Days Used Scheduling Remind when overdue 15 min Return Time 17 00 suggest Days Used Fd Set Proposal Expiration Date 5 days If you use days used manually in the individual phases the default entry process will be disabled and the days used will be added on the basis of the days used that you enter Time Frame E Load Days 0 08 09 2010 11 09 2010 Transport Days 0 08 09 2010 11 09 2010 E Setup Days 0 08 09 2010 11 09 2010 E Show Days M 08 09 2010 11 09 2010 C Strike Days 0 08 09 2010 11 09 2010 protonic If special Days Charged rates are used for certain item categories then the Days Used in the job will be the basis for calculation for the Days Charged More information can be found in chapter XYZ Special days charged rates for individual items With long term rentals you can provide different discounts for each item For example a projector has higher running costs than a shuko cable due to the life span of the light bulbs Each item in the job s bill of items can have its own days charged easyjob suggests the days charged based on the days charged curve The days charged are calculated based on the days used curve By default each item in the easyjob database has a 1 1 curve stored for it This means that for each item the days charged are set equal to the days used If this function is not necessary you can disable it in t
69. ase Camlock input 0 00 0 0 0 0 0 0 0 0 0 0 0 The customer discount is subtracted from the suggested total The entered all inclusive price will be used to determine the actual discount for the rental items Rental Rate 2 289 206 Days Charged 30312006 24 249 60 Discount 20 00 6062406 200 6 062 40 E Expendable Items ODE 00E Items with No Discount 00E 00 Subtotal 42249600E 24 249 60 Staff 00E 00 Invoice Job Costs 0008 00E Tota Giese ABE a Job Total 24249606 Include Tax E Basis for discount in the Bill of Items Items discounted with a price list or item package are shown with a discount in the bill of items To display a 0 discount so that an additional discount can be given later the program settings must be customized Basis for Discount Item Master Data 6 Package List Price protonic Invoicing With invoicing orders are turned into invoices For the invoicing easyjob assigns the corresponding revenue accounts to the invoice items The assigned invoices can then be sent to your accounting department via the accounting invoice As you can process various workshop activities in one invoice process the functionality is separated from the normal workshop activities The reports still contain information about the original workshop activities You can create invoices manually from a project job missing items a sales order or a
70. ben shareddata Documents Customer 07 0005 Sample Workshop When adding a local document a screen will appear to copy the document to the foreseen folder protonic 209 Document share protonic The file you are trying to add is not in the shared network folder File architecture JPG Current Folder CA Shared Designated folder C Program Files protonic software easyjob 4 0 rn data easyje Which action would you like to complete 5 Move file to designated folder Copy file to the designated folder E Keep file in source folder 210 Statistics The easyjob statistic functions are based on the easyjob Business Information Center You can find a detailed manual on the following website htip www easyjob4 com manuals de bic 001 pdf protonic 211
71. ccseceeeceeccueceeeceeccuecaeeceeceueceeeceesaeecseseuesaeeseesenseeenass 197 Enternng COSIS laler era E AEA EERE 199 RoSOUrCE al 2d ae 201 Predefined workspaces sccaxcroxcierarasaccssncciccciaccasnceanteantanateaenscanceanaamnedectisedisedsesedsesieaeaeeasoea 202 BOOKING Staf Or VENICICS srrccranrincercicie aaa AEA SA AEAEE AAEE 202 Additional filter OPtioNS ccccccccssccceccceeeceeeceuecceeeceueceuecsueesueecaeesuecsueesueeseeesseessussaeesanss 203 DOCUMEN OUMU aera eee ee ere ae eee eae en eo one ee on a 205 DOCUMENT Manag einen crcrstecsiescccrsiceccencdacacs initia erate AGM GeN Gan apniaeniaatielslais cab uarimecanaade 207 DOCUIMENL display xta5sha ahha ohoebotebsnalulnet aunt ooetpeshoan sophasphaapssapseenhsachansh sent deh RAEE EET EEEIEE 207 RAAMI LO GUNN SUM Sac casa ca ace cin nse savas naaanaaanaraansaeanesmea was A 208 Filing documents using the pre defined Server path cccscccseeeceeeceeeeeeeeeeceueeseeeseeeseeeeaues 209 SLAUISUCS E EEEE 211 protonic P Getting Started Important Notice This manual will help you get started with the easyjob rental software The development of the easyjob rental software as well as the documentation has been done with great care The individual program functions are constantly checked through our Quality Assurance Process However errors can still occur Main Office protonic software GmbH Frankfurter Landstr 52 63452 Hanau Germany http protonic software
72. ceecceecceeeeeeceeeceeeeeeceeeceeeseeeeeeseeeseeeeeeeueseeeseesgueseeenaes 183 CECIN A E a seaetesmece 184 DCK 2 A e E 184 FaN eca E 184 WIMOACHING JODS eaa ser cea eee at atte th hh hin nent aious 184 IMO AGIIIOLMCINS ececceanse cece eset abate hahahahahahaha hah ial od aa maa oaats 185 Unloading items and devices xcs ico otstosstehcteh a hat ah hcl olen saat a i aaa 185 WCK UNO te Geer eens meer er or ne enn En ne eC Rn Sen enone ane eee ee 185 FAAN eanne ance Ais Anca cash sechatatoneh aaah snob shstahatatatalsholshol il sbn cl vcumannaganasanaanoaaaes 186 TAGCKIING GC VIC OS aerececedce acces ceases a LAAN ten ne Ge A i i i i ae aaa ak as 187 Staff and transportation PlANNING ccccccccecccseececeeeeseeeeeeeeeseeeeseeeeseeeeseeessaeeseueeseueeseeeeseeeeseeeeas 188 ROSOUCE WOES eniiiuitinssicneatuiceuicadnkvyananandaandaasdacadneuanonanaadsandaandaatdansdanndanvtaasandaaneeesienesiemrsicersics 188 RELEE EE RE EE PAE E EAS DT DD ES S stances seman oa ones eo E sao E tema E A E 188 GUSlOMIZING stai Master ddla acere cscs 192 Managing aDSEnNCES scarno ran ieie een eee reei EE EEEE EEEE EEEE E AEE AEE EEEN 193 Assigning resource types tO an ACAILESS ccccceccceeccseeceeecceeeceeeceueceueeaueeseeecseeceeeseeesauss 193 ventle Master Dalar ada EAA 194 JONTE SONCE ren 196 Booking a resource type in a job cece cece eecceeeceeeeeeeseeeseeeseueeseeeseeeseeeseeeseeeseeeeeeeaeeeneeess 196 Assigning staff and vehicles cccccc
73. cennonenan a lesa teed 79 TANZANIA ONG OS a Gaia ea ia alee aac Gain aw diac tincdiandla silent win aan ties iad dui dawrdiaduiadeaniaaanaateaaes 79 67270 1S 0 ee RN me Re ee eee ene eee 80 iae ela ekc OVO SC sz steht ayes E R E R A wee A R R E EEE 80 INVOICING WORKSNOD ACIIVINICS aranin a aa aaa a a 81 ETA WOI GIGS ll SONOS ee a a EEE E EEEE 82 INVOICING MISSING GINS sieves eck E E one anekanekectwcavactwasnnxavared 82 Entering a payment FECEINL cccccecccecceeeceecceeceeceeccueceeceeecueceeeceeseeeceeseussaeeceeseeseeeseesaeeses 83 Payment TOM Seoirse ct Mee ie a a etna Siuled 84 INVOICE ROMINOOIS 3 65 feb chet ieir a en a a a Gr a 84 POVCNUCACCOUINS cunts nievcurnysstar r catoria a A RR Naaa 85 Revenue accounts for the individual master data ccccccseccceeeceeeeeeeceeeeeeeeneeeseesueeaeeeaes 85 Accounting interface n ssnesnenoensrrenrrrerrrrrrrrrrsrrrrrrrrnrsrrnrrnrnrrsrrrrrnrnnrerrnnrnrrnrsrrnrrnnnnrnernrerennne 87 protonic 4 Address and Contact Managemen ccccccccecccseceeeeeeceeeeeeeeseeeeeeecesseceseeeeseeeeseeeeseesseeeeseeesaaees 88 Paares BOOK Ceenene ee eee eee ert ter ee eee nena eee ee eee eee eee eee eee 89 Displaying AGGrESSCS COMTACIS aie fe ieee eee ALN aa oo eons a ahs maemane 89 COMMUN alon aks q Menem arr teeter er ter eter ee een er an en are Rn onan OE eR 90 Signaling amsiInGOminG Callitris sese bee be kn stuns ET 91 Adaress Master Male iiee ten chen bie iere in AR O
74. chedule Resources Tasks JobCosts Attachments CostPlanner Fields References Purchase Invoices You can record all of your Project s neccessary information here D Project 0 Presentation Area Stage Dinner Event Sub Rental Speedy Truss Rent Main Data Job Name Job Number Custom Number Manager Status Return Site Progress Versandart Schedule Information Time Frame Total Offer valid through 08 09 2010 0 00 Start 08 09 2010 _ Time End 11 09 2010 _ _ Time Calendar Days 3 Days Used 2 A ka Delivery Address Venue 1001007 00 amma 123 4567 4567 123 4567 4567 Customer Pick up Resources only Deliver Items Full Service Notes a Creator sys admin 03 09 2010 21 26 The availability of the job items is calculated based on the schedule time frame Time Frame E Load 08 09 2010 E Transport 08 09 2010 E Setup 08 09 2010 Show 08 09 2010 E Strike 08 09 2010 08 09 2010 E E E Unload 08 09 2010 L E Check Out Check In 08 09 2010 The start and end date of the time frame are interlocked via the schedule time frame The individual phases are prepared as report variables The available time frames can be hidden or viewed based 17 09 2010 11 09 2010 11 09 2010 11 09 2010 11 09 2010 11 09 2010 11 09 2010 11 09 2010 on the program settings An additional text field is available under the
75. com Support You can find more information about the support options on line at http www protonic software com de service In addition there is a Support forum where you can exchange information with other users The support forum can be found at http forum protonic software com Training We offer customized training programs for the following extensive topics To learn more please contact our sales office or visit the following link www easyjob4 com training About this manual The individual functions are described using screenshots Depending on your easyjob license the forms you have in your environment may differ from the screenshots shown in the manual protonic 5 How to use this manual easyjob uses the following standards References to other chapters and sections are underlined and displayed in blue For example See the important information section Navigation paths buttons and system messages are displayed in Italics For Example Click on the Help button Individual sections of the Navigation path are separated by the greater than gt symbol For example easyjob Menu gt View gt Monthly Overview The request to use the mouse is indicated by the symbol Special keyboard keys are represented with the following symbols Windows key my rT Arrow keys Return key Context Menu key ee Control key Keep the control key pressed down and push A Alt key Keep the Alt key pressed down and
76. countries 1 easyjob Menu gt Master Data gt Countries 2 Select a country you want to edit or create a new country 3 Enter a name country code and phone prefix Oom E E protonic 100 Workshop Activities Service and Repair The workshop module is designed to service and repair items Each item can be set for reoccurring maintenance and maintenance intervals Create a workshop activity 1 easyjob Menu gt Workshop gt Create Activity amp amp Workshop Activity for Digital Projection Power 10SX 10 000 ANSI Lumens oS aE Main Data Advanced Instructions Log PatTest CostPlanner Attachments Purchase Invoices Manage all your information needed for the Workshop Activity cal 1001057 00 Digital Projection Power 10SX 10 000 ANSI Lumens ts Number 1001057 00 si3566 Operating Hours 0 Serial Number CA3221DE4 Days Used 0 Inventory Number Last Activity Device Field1 Device Field2 Warranty valid until Activity Data Type of Activity Repair Maintenance Cause serenor Mechancata gt Number 04 0001 Custom Number Name Repair Ls Start 04 09 2010 End 04 09 2010 Finalized F Si paree You can assign multiple items or a device to a workshop activity Device ltem SSS Name Power Cable 10 Number 1000878 00 Custom Number Quantity 4 a Device ltem T 1001057 00 s13566 Operating Hours 0 Serial Number CA3221DE4 Days Used 0
77. ct the criteria for your Sub Hire suggestions Entire Project Selected Jobs lt Confirmed gt 10 0003 01 Presentation Area 9 8 2010 12 00 00 Al lt Confirmed gt 10 0003 02 Stage Dinner Event 9 8 2010 12 00 00 AN Settings Vehicle Max number of supplier contacts per suggestion 2 3 Max number of suggestions per group Include Proposals in availability lt Back Finalize By default only confirmed jobs are taken into consideration In order to take also proposed projects into consideration select ndude Proposals in availability Suggestion overview Based on the overbooked item and the parameter entered in the previous step the suggestions are calculated In Suggestion criteria indicate which parameter should be prioritized with a higher significance The Sub Hire Optimizer helps find the ideal Sub Hire easyjob makes Sub Hire suggestions based onthe selected criteria and priority Suggestion criteria Coverage Rental Priority Total Rental Price Distance Coverage 100 Option A Price 21 175 00 Costs 100 Struer Lighting Rental Price 21 175 00 Costs 1 Dimmerrack 24 kw 12x 2 3k 1 Digital Projection Power 10SX 1 Dimmerrack 72 Kw 36 x 2 Kv 1 Crown 2 x 500w 1 Crown 2 x 600w 1 Christie CDXL 30 2 Projector M 100 Option B i 617 60 Costs 88 Speedrental MyPartner i 617 60 Costs 12 york Lighting Rental i 0 00 Costs 100 Option C ice 21 175 00 Costs 88
78. d Proposal expired Proposal expired Proposal expired Proposal expired Proposal expired Proposal expired Invoice due date exceeded Proposal expired Projects to be invoiced Overdue Check Out 2 Click on Settings 3 Select the workshop activities and the due date 07 00717 07 07 0013 01 07 0013 01 07 0026 01 07 0027 01 07 0012 02 07 0028 01 08 0003 01 08 0007 01 02 0001 08 0005 07 07 0008 07 0001 01 ARF Closing Date Technology Center So John Smith Sound BMW Presentaton _ ITC Show Main Items Add film 2nd day Cityline Football Sample Project IAA Auto Show Main Downtown Art Exchibitic Main Items v O e O Message Invoice due date exceeded Dutgoing Freelancer request Overdue Check In Overdue Check Out Personal task not finalized Projects to be invoiced Proposal expired rentalmarket biz Rental rentalmarket biz Sub Rental Workshop Activity exceeded Time remaining before due Strasbourg Strasbourg e Strasbourg Strasbourg 28 Windows Gadgets Windows Gadgets can be used to access important data also outside of easyjob Adding Windows Gadget 1 Open the Desktop screen context menu and select Add Gadget 2 Select the easyjob Icon and drag amp drop it on the Windows Desktop E EE SS Ss CPU Mete Currency re Feed Headline Picture Puzzle Slide Show Data source Laufende Projekte Us
79. dated with the replacement in all addresses and contacts Customized data filters In addition to the predefined data filters it is possible to create your own data filters in many lists An active data filter is indicated with the green filter symbol The filter settings are saved for the logged in user in the Windows profile for Valuel Value Value1 lt gt Value Value1 gt Value Valuel gt Value E Value1 lt Value Value1 lt Value Valuel Value Value Value2 Valuel Value2 Value amp Value Value Searchtext1 her Name contains Searchtesd 1 or tem Number contains Searchtext 1 and tem Inventory gt 0 On the left side you can see the variable list for Value 1 On the right side you can see the setting for the Qcurrent formula With Operator you can determine how you want to link Value 1 with Value 2 For Value 2 you can use the search field a fixed value or a variable protonic The preview shows how the two values are currently linked to each other You can create as many links as you wish and join them together using and and or Each line produces parenthesis The filter preview shows the current formula Creating your own data filter 1 Click on the filter symbol and select Create 2 Valuel ltem Rental Inventory Operator Value1 Value2 Value1 lt gt Value2 Valuel gt Val
80. ds c ccc cccecccceseeceseceeseeeeseeeaeeuseeeesaueevaueauenss 30 NERDY and Custom NUMDET escosesa eien 30 EE a E E N AA asia A A O E O O I V V I O EE 31 Changing DASSWOTAS econccccsscccnsesescercesssenssoatancdaedaaedonunesedatadanesndaddenadddadnteseddaadmienanaencessageoseness 32 ALEE AEIR ELE aE D E E E E E AEE 33 Projects and JODS esserne ar EEEn EEEE EE EEE EEO ENEE EREE REEERE EERTE ERER REN a aiaia 33 Opening an xisting Proje Ci i ccccccacecnsannsanndmndinonannsanasaneddieddionesnddanntasnnarecatosstuisducntueiverteadates 35 Creating a new project job 0 2 cccccecccceececeeeeceeeeseeeeseeeeseeeeseeeeseeeeseeeseeeeseueeseeeeseeeeseeeeseeees 35 GO YING 2 IO OC anrai esana EEE RETETE EEEE EEEE ERAAN AARAA S 36 Oredimng a NEW JOD ess ccdacede ceca niani ENET EEEE EEE ERARA ANANA RERE S 37 Inserting AN existing JOD ccc cecccecceeeceecceeceeeceeeceeceuecaeeceeseuesaueceesueeceeseeeseeeseeseeeseeseensaeeeas 37 MOVING 2 OlOlCGL liesorin eN ENAERE E Et 37 Changing the order of the jODS ccccccceececeeeeseeeeseeeeseeeeeeeeeseeeeseeeeseeeseueeseueeseeeseeeeseeeess 38 Hiding and viewing shadow COPIES ANC JODS ccceccceecceeeneeeceeeceueeseeeaeeeeeeesueeeeeeseeeaeeenes 38 Project and Job Status annnannnannannnennnunnnnnnnnnnrnnnrrrnrrrsnrrenrrrrrnnrrsnrrsnrrnrrnnrrsnrrnnerenrrnrrerrnnnene 39 PoS TAa ee A E E E EE EEE 40 UOO a E A E E EE E E E E E E 41 EW AEE EE EEEE A E A A A I T A IA 43 protonic
81. e Confirmed Confirm David Eshel Saint Jacques sur Darnetal 7 Display Addresses of qualified staff by Resource Type Costs __Assion Delete ibe e tee ea Booking a resource type in a job You can insert aS many resources as you want for a job Inserting a new resource type in the job Select the Resource tab Click on Add Staffor Add Vehide Select the resource type and the rate Customize the costs and actual costs SS protonic 196 TT Resource Field_1 Resource Field Quantity 1 00 Simple Series Appointment 5 9 8 2010 v 09 00AM Time 9 8 2010 05 00PM Time Seed r Billing Rate Daily Flat Rate 1 00 Days 350 00 Rate perHour 1 Hours 40 00 Distance a 0 00 km 0 00 If you need a resource every day at the same time for a longer period of time you can create the resource as a series In that case a resource type with the start and end date is inserted for every day between the start and end date If you want to use the scheduled item planner from the job you can assign the scheduled item to the resource Assigning staff and vehicles If the job is confirmed you can begin to assign staff and vehicles Based on the colored background you can see if the quantity of necessary staff or vehicles has already been assigned and confirmed If the necessary quantity has been assigned and confirmed the resource is filled in protonic 197 Stage Dinner
82. e Bill of Items as you wish If the Bill of Items contains more than one group two new tabs as well as a group selection will be displayed 20 Main ltem 1 0 0 Normal Associz 1 0 20 Normal Associz With the group selection Q you can specify the groups in which new items should be booked and which groups are displayed in the Se ection tab The Overview tab lists all groups with content one after another The Summary tab accumulates all items With the item context menu you can move the items among the individual groups 0 20 Main Item 0 20 Normal Associated A 0 00 0 00 0 20 Normal Associated B 0 00 0 00 0 20 Projector L Edit Linked Associated Items Fixtures i Fixtures Speci Edit Item Dimming Edit Entries Amplifiers Availability Sub hire Assignment Projectors Sub Hire Transfer to Job Power Cable Scheduling Board on Box 1 phase Camlock input protonic 169 Sorting items The items are sorted in the following order by default Category Subcategory and Item Name You can also sort the items as you wish ltems sortable 1 Open the item group 2 Select tems sortable 3 Sort the items using the toolbar Free text lines In addition to items from the master data you can also add free text lines To do this the items in the group must be sortable More information can be found in the previous chapter Adding empty text lines 1 Click on the toolbar icon Q
83. e availability of the main item For this check the box Use availability for linked associated items 1007761 00 Main Item rm Main Data Prices Inventory Devices Associated Jobs Alternatives Usage Reports Suppliers Custom Fields References Images Attachments Purchase Invoices Manage the associated Items Use availability for linked associated Items V Ask about optional Items when booking 2 Quantity Number Custom Number Inventory Name ltem_Field_1 ltem_Field_z 1 1007762 00 4 Optional Associated A 1 1007763 00 3 Optional Associated B 1 1007765 00 4 Normal Associated A 1 1007764 00 4 Normal Associated B When activating this option in addition to the availability check for the main item also the availability of the individual linked items will be displayed 3 9 2010 9 10 2010 Main ltem 1 1 1 Presentation Area ltems 1 Linked Associated A 3 3 3 1 Presentation Area Items 1 Linked Associated B 3 3 3 1 Presentation Area ltems The price and weight must be taken into account for the main item protonic 177 Unlike parts lists a linked associated item can be customized in the bill of items at a later time Customizing linked associated items in the bill of items 1 Open the context menu for the main item 2 Select Edit Linked Associated Items The remaining items in the bill of items will now be deactivated 3 Booking additional items changing the quantity of an item or
84. e calculated for each job The income and expenses for all jobs are added and compared on the project tab b 10 0003 ABC Product Launch Fost Calculation 4000 00 000E 0 00 0 00 3500 00 3000 00 0 00 amp 2500 00 00E 2000 00 Subtotal 532 1150 00 000E 1500 00 Profit Ruy 3 532 00 1000 00 Project Total 500 00 Budget 00 00 Include Proposals icome Expense Post Cakulation By Jobe Categories By Owners Resources Expenses Rent Exmendabl hema Sa Transporation Generic Resource Proiecl lt 3 Castors Tel Pace amas Pecans Renae Pacerse Presentation Area 2 562 00 256200 100 007 Creator sys admin 03 09 2010 21 26 Last Edited sys admin 03 09 2010 23 13 protonic 53 User concept Job Cost Planner All inclusive job price and fixed discounts Job prices are calculated with the job cost planner The easyjob concept foresees that staff transportation and job costs are not discounted It is on this basis that easyjob initially adds all income amounts O together The Apply button transfers the proposed sum to the total You now have the option to manually change the suggestion to an all inclusiv
85. e easyjob multi stock module The country of origin is used for ATA carnets The apparent and real power are used in workshop activities and displayed as the total power absorption in the total view for the job The barcode field content is generated automatically Prices Price calculation was already described in detail in the Price Calculation chapter protonic 131 Inventory ltem inventory is divided into rental and sales inventory Check the rental or sales item box to indicate which inventory type should contain the item Fora rental job the bill of items will only display rental items The inventory is calculated based upon the individual inventory entries For each inventory correction we recommend not to edit a current entry but to create a new inventory entry Inventory History Manager Date Item Type Job Number Job sys admin 04 09 2010 Rental sysadmin 04 09 2010 Rental sys admin 22 05 2007 Rental d OO Rental Inventory 7 Used in Parts Lists 0 Sales Inventory 0 Last Edited sys admin 04 09 2010 21 33 fi The rental inventory is calculated from the inventory less the items used in the parts list protonic Creating inventory entries and deletions 1 Select the nventorytab 2 Click on Add 2 Bout Date 04 09 2010 Warranty valid until 05 03 2011 Manager Purchase Price Supply Source 3 Enter the number and type and indicate sales or rental inventory
86. e price On the basis on the entered all inclusive price easyjob takes the non discountable costs and calculates the real rental price for the item A back calculation is used to create the real discount for the rental items If you now change the item in the bill of items the real rental price and rental discount will change C 10 0003 ABC Product Launch MainData Overview Schedule Resources Tasks JobCosts Attachments CostPlanner Fields References Purchase Invoices Here you can analyze the profitability of your Project Job 0 Presentation Area m Stage Dinner Event lo Sub Rental Speedy Truss Rent Job Costs Minimum Rental Price 956 10 2 Days Used 1 912 20 E Rental Rate 1 291 00 2 Days Used Discount 20 00 22 54 Expendable Items ltems with No Discount Subtotal Staff Transportation Invoice Job Costs Total Insurance Calculate 0 00 0 00 Total 2 000 00 Percentage Rentals Presentation Area 2 000 00 100 00 2 000 00 100 00 0 00 eaea Creator sys admin 03 09 2010 21 26 Last Edited sys admin 03 09 2010 23 41 If you want to fix the real rental discount check the box next to the discount field 191220 F 2 582 00 200 00 516 40 22 54 N 582 00 000E A 000E 000E 000E Py ra 2 065 60 2 000 00 0 00 0 00
87. eantial 61 Supplier rental and PUreNaSe PriCES seasedaindeeniasedadesarekaiadaaniaaacadaaadenaicdaanscaaiacadndateneten alles aWas sal 65 SC OUI era 66 calendar Day Siasececacecncecacececccacenasede tN A OS heel ole esa 66 Special days charged rates for individual items ccccceeccseceeeeese ees eeseeeseeeeeeeeaeeeseeeseeeeaees 70 Manually discounting line items c cece ceecceeceeceeeseeeeeeseeeneeeeueceeeseeeaueseeseeeseeeaeeseeeseeeaueneeenaes 72 Creating special price lists for select customer types ccccceccseeeceeeceeeseeeseeeeeeeeaeeeneeeseeeeaees 72 EMM PACKAG CG DIC ritan a AA a a 74 PIS COUNTING TINS I OD TOCA 2 ccc dernd ein cisindissindisind sind etisd sein dosindntindintindinsindindi dndio dndiadnd ndinsin dan NERE EREA AE 75 JODA Saat eta ae hs ahaha eo orb torte eta ocho le eats ects esl ele tesete lgleheecdtanbepacatea tetera tera nea 75 FR SIE etd ttt en Slee sth ede leche st Dietetic E 76 Sample Job with varying rates and discounts ccccccccseeeeseeecseeeeaeeeeaeeeeaeeeeseeeesaeeeseeseneesaes 76 Basis for discount in the Bill of Hems siisii necesita EEEa 77 VOICI xtc a ce cee cee ease cea net E E E E ES 78 Creating and editing INVOICES ccceccccsecceseeeeeeeeeaeeeeseeeeseeeeseeeeseeeeseeeseueeseueeseueeseuseseueeseneesaes 78 Editing a purchase INVOICE line item cccccceccseeceeeceeeeeeeeeeseeeeeeceeeceeesueeeeeseeeeeseeeeeeseeeneeeeeses 78 SOMING p rchase INVOICES INe LEMS a
88. eccucecseeceuecsueeseeceueeeueeseeessuesuseaeeeseess 11 LEVOS a E EEE EEA EEA E 11 Visible columns column widths and sorting cc cece eecceeeeeeceeeceeeaeeeeeeceeeseeeeeeseeaeeeeeeseees 11 SPEC EY eE A E A TEE AEA 12 Keyboard concept for the Live View and DialogS ccscccssccseeeceeeseeeeeeeeeeeeaeeeseeeseeeeeeeeaes 12 Keyboard concept for navigating the tabs cceccccccceecceeeeseeeseeeseeeeseeeseeeseeeseueeseeeaeesseeeaes 13 PCY WONG E L a A A A E A E see anes EA E E E E EE A T EE aaa 15 Managing standard Master Dat cccccccccseccseeeceeeseeeeeeeeseeesaeeseueeeueeseeseueeeeeeseeeseeeseneeaeeenes 15 CUSTOMIZE data FILLS cece ceccceecc ce eeee ee eeeeeeeeeeeeeaeeeeaeeeeseeeeseeeeseeeeseeeesaeeeseeeesaeeeseeesaeeseneesaes 16 ON Sa sca cana sane EEEE 19 venu and TOODA ssp cass saececncceecnascncsenton EEE 19 CaS ViOO kons and oym DOlS eerren rena a E E E E E i daiala 19 LOG AON eor A E A 20 View current operations ccceccsecceecceeeneeeeeeceeeneeeeeeseeeseeeeeeseeeseeeeeeseeeseeeseeseeeseeeeeseeeneeseeeneess 20 NGO en snovanaentaumadidddnaiiadtenitanidaniiaansadaanigacediaadiad tend tad dadaieanmbsalinnienmaniies iinet 21 CdS VOD TOU AY erreper p e E E 23 Monthly OV El MICW cccsaccancsassnstcnnscenanactendecedetecadedadadacedeadd ededaaddatedacedacedeasdsaedeaadeesaeannouasasarscace 24 PSIG EO 26 Windows Gadgets eee renee er a eS eee ne ee ee 29 Numbers Custom Numbers and Custom Fiel
89. ed item to the bill of items lt lt Wednesday September 08 2010 gt gt E Include Proposals ae ea ae 1 0 Pipe 5 Truss 0 EAW KF910F Amplifiers U ED uSsing 1 0 Martin Robocolor Pro 400 Moving Lights 100003103 Sub Rental Speedy v Start 9 8 2010 End 9 9 2010 Daily Price 58 520 05 1 0 Klark Teknik DN 380 Equalizer Signal Processing 5 A 0 Panasonic AG 8600 VHS Studioplayer Projectors p eet 7 GS E include Parts Lists Price List Ss 1 0 ETC Express 3 800 Control E 0 NEC XT 5000 Beamer amp 500 ANSl Lm Projectors EEJ 1 0 Harting 16 pin 40 Cable 1 0 Motorola GP 340 UHF 16Ch Communication 1 0 Motorola GP 340 NMH Communication 1 0 Motorola GP 340 Communication E 1 0 Motorola GP 340 Headset Communication 3 1 Carver PM 2400 2x 1200w Amplifiers onj ha Ce a 1 0 QSC PLX 2402 2 x 825w gplifiers i E 0 QSC EX 2500 2 x 700w Amplifig amp 1 0 QSC EX 4000 2 x 1200w Amplifie 4 1 0 QSC Powerlight 4 0 2 x 1400w Amplifiers E 0 EAW KF940 Amplifiers 3 1 Carver PM 1400 2 x 700w Amplifiers r 3 Quantity Number Job Status Project 1 07 0014 01 GE Product Presentatior Confirmed GE Product Presentatior pooo Dietei fho ene ai h tront eerie ttt l ite anete ati teat tp vr r lt E On Fly Check 7 Include Associated Items E On Fly Check Quantity On Fly Items Assigning Sub Hired Equipment In order to see in
90. edit note functionality is similar to invoicing Creating a new credit note 1 easyjob Menu gt Invoicing gt Create Credit Note To credit an existing invoice you can transform an invoice into a credit note Inserting an invoice in a credit note 1 easyjob Menu gt Invoicing gt Create Credit Note 2 Click on nsert nvoice 3 Select the desired invoice Invoicing a project With the Invoice Project function an existing project is inserted in an invoice You can insert projects in a new or existing invoice After invoicing a project the invoiced box for the project will be checked Offer valid through 03 09 2010 Total 24245 60 E Lock Schedule Available 1 Day later Check Out Invoiced Fj If you do not use the invoice module you can check the box manually Projects to be invoiced are displayed in the Navigator easyjob Today Windows Gadgets Reminders and in the manual Invoice Project function All jobs are displayed here that have been checked in but for which the Invoiced box is not checked If you use an all inclusive price for a job the discounts are calculated back to the individual line items in the invoice As this inevitably leads to rounding differences the rounding difference is calculated on the most expensive job item Select the job you want to invoice in the invoice dialog Also indicate on which level you want to group and if the project should be inserted in an existing invoice protonic
91. eeeceeesueceeeeeeeseeseeeseeeaeesaes 107 Viewing the workshop activity history Of a device c cece ceccseeeceeeceeeseeeseeeeeeeeaeeeseeseeesaues 108 Determining devices Aue fOr MAINTENANCE ereere EEEE N 109 BOVAS IMPON aeriana eee eee ene en ee eee ere ere 111 Ses WV OCU Chancsacanaccuccauendacadsesanacdneiceaasuresuvagaessapsaupeesiod E ane 113 POMERAT ha ih ei pa a i ah Be pa sees aonrarlenaslanenieuid iat wea aaauiee ne 113 Delivery Address and Notes ccccsecceecceeeceeeceucceueeceeeceuecsueeeueecaeeceeesseeseeessueeseesseeeseeesanss 114 LEETE aa ee Sm nen cone eran ce eee ee eee 115 AO G81 rs Loy sO 0 cree eer re Sree eee ee 119 BOCM ONL aroser estat er te Oe rarer ree ee ee cee ee ee eee en eee ee ee eee eee ee 120 AS WKS Actessctectaala siecle ricerieecied ceca ogee eee eee ec rece eee eslonesemae ener enasenaveeee 120 GOST ACU O I cess cient secs sees ices sce sical ethene E EEE ensie easte adiauaseuatean eens 120 INVOICE SOUCO seser aaa in aiT 120 Purchase Older SySle Mea a a a a a 122 MAUN Fe hs reier a aaa aaa aaa ene eee ne ene ee 123 ENEO oosina ele ER Se een ee E eee eee en ne ee nee eee eee er eens 124 BO CUN CMS eine se settee EN ENEA AREA AOE AA AEE AOA E E TT 125 COS O NCUWANON er A A 126 protonic 2 Inventory MANAGEMENT ccccecceeeceeeceeeeeeeeeeeeeceeseeeeeeceeeseeeeeeseeeseeesuesaeeseeeseeseeeseeeueseeseeeseeenaes 127 inventory TErMINOlOGY rreraren roerien aa EAER ERIE 127 UDC AEGNE Sera a Ga h
92. een checked out Checking in a job manually 1 Check the Check n box in the project When checking in the unloaded quantity of the item updates the loaded quantity Unloaded devices are also unloaded Loading Jobs When loading the quantity of the individual items is entered in order to be able to trace the individual devices The content of the transport container is also determined Opening Load Job 1 easyjob Menu gt Projects gt Load Job 2 Select a job protonic Loading an item The Load Job view is based on the bill of items The left side shows the item selection with the device list as well as the availability view of the selected item The right side displays the items to be loaded the already loaded items as well as the items assigned to the transport container Optional Associated A Optional Associated B Panasonic AG 8600 S VHS Studioplayer PAR 64 CP60 6 lamp bar PAR 64 CP61 6 lamp bar PAR 64 CP62 6 lamp bar Parts List A Parts List B 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 After selecting an item the quantity resulting from the difference between scheduled and loaded is filled in Loading items and devices There are multiple possibilities for loading an item or device Loading an item through item selection 1 2 3 4 Enter a quantity Select an item from the item selection If the item contains devices and
93. eeseeeneees 149 Item scheduling and inventory MANAGEMENT ccccccceecceeeceeeeeeeeseeeseueceueeeeeesseeseeesueeeeeseeesanes 150 SCMEAUIING Terminology arte atecmrin credo T a 150 Cale viata aia Ov y ena N 150 Sample Job with varying rates ANd GISCOUNTS cccccccseceeseeeeaeeeseeeeseueeseeeeseeeeseeeeseeeesaes 151 OT ONEEK ose diacieanidet Gen eacente ts a deeds antag N e e 153 SONOS ses tested cto tatarladseaenncenaedntoaeutaoade valanataoata cotanateaunde padananaaa haan tonhteohe tuteetiaetn aaanaaananaaaectiaediet 153 CSC KING AVILA INT cis lat ti alsa E Sean Sanne dtm s kn dtice a 153 Determining OVEFDOOKINS ccceeccescccececeeeceeeceuecsuceceeeceuecsuecsueesueseueeseeeseeeseuesueenaeeseeens 155 Using ANLCINALIVES iiiad in E E E cies stele tute lucene 157 ISNA Sel CrCUaANON sasaa decade nntenatean teen hana lelcndeeedsniceiarmcseete 160 SUB MING SOM AG SS sciatica desc esas wee 160 Assigning Sub Hired Equipment creses ter a E E 164 Eo Ml i 210 G ara aaa a aa aaa RTE Gr tC Gr thane ene ton ent ne tents 165 BOOKING AN MOM ceeheerterrerectracnerccuscerre et GSW A lina Giclee le seal ai Cid lel nds Gdn eg Piraeus 168 Splitting an item in individual groups cccccseeeceececeeeeeeeeeeseeeeaeeeeeeeeeseeeeaeeeeseeeseueeseeeesaes 168 SONO NENS raara ET Sl ies li cad a ts nee nee meee le Cietianensenenenaess 170 Pree OXT INOS ienr aee aE sl le a ceenee 170 TotaliMrmMmat Onnar a a aa 170 ORY ONEC R a EET E we lee
94. eling loaded items devices 1 Select the item device 2 Enter a quantity 3 Click on Cance Quick Load If you have manually counted all items and do not want to assign devices you can load the job quickly With the quick load the loaded quantity is updated from the scheduled quantity Loading an item quickly 1 Click on Quick Load Finalizing When you have finalized a loading process you can finalize the job with Finalize Finalizing checks if all scheduled items have been loaded If not all items have been loaded you will be asked if the target figures should be adjusted When adjusting the target figures all items not loaded are deleted from the bill of items and the target figure is updated based on the loaded item quantity If the target figures are not adjusted then you can load the remaining items later After it is finalized the job is checked out Unloading Jobs During the unloading process the quantity of the returned items and devices is processed Open Unload Job 1 easyjob Menu gt Projects gt Unload Job 2 Select a job protonic 184 Unloading items The unload job form displays all items and devices to be unloaded or that are already unloaded Barcode G onca Sub Category Quantity Loaded Returned Name eight Height Width Depth Barcode Serial Number Stock Location Items 4 1 1 1 1 3 1 1 1 2 1 1 2 1 1 1 1 oo oc 98 oo 00 00 000 00 amp ooo oc 9
95. eminders 2 easyjob gt Extras gt Options 3 Select the Workshop tab 4 Customize the values Warnings Operating Hours 1 Days Used a Calendar Days 1 protonic 110 You can create the workshop activities from the list of devices due for maintenance Creating workshop activities from devices due for maintenance 1 Select the devices in the list for which you want to create a workshop activity 2 Click on Create 3 Select the Manager and the time frame You can also finalize the activity automatically This settings can be used when the necessary activities are finalized and no additional documentation for the activity is available re Service Information Workshop_Field_1 Workshop_Field_ Casts Finalized BGV A3 Import With easytool PAT Test Integration the BGV A3 test results are exported and assigned automatically to the corresponding devices They are assigned based on the barcodes scanned prior to testing Importing BGV A3 test results 1 easyjob gt Workshop gt Import BGV A3 2 Click on Start The test results will be displayed after the import protonic 111 von 04 03 2010 bis 04 05 2010 Bezeichnung Automatisch aus Secutest erstelt am 04 03 2010 Beschreibung Werkstatt_Feld_1 Werkstatt_Feld_ Kosten Vorgang abschliehe Bei nicht bestandenen Priifergebnissen Vorgang ge ffnet lasse Priifergebnisse aus easyTool Secubest 2 svv bertragen Ba
96. enses Zi Contacts Y Company First Name Last Name Street Zip Code City Country Phone Company 162 262 7539 Akim Alvarez 1040 c Acorn Drive 3560 West Palm Be 925 823 8475 Alan Amdal 10430 Shady Trail Suite 3598 West Hempste 245 943 9283 Alan Andersen 1055 Westgate Drive 3600 West Bridgew 903 115 1476 Alan Andersen 106 Hampstead Road 3660 West Allis 916 824 1018 Alastair Andersen 106 Hampstead Road 3766 Wellington 821 576 6945 Alberto Andersen 106 Hampstead Road 3841 Wellington 357 250 2949 Alejandro Andersen 106 Malaga 3940 Wellington 105 781 2289 Alex Andersen 107 Lancaster Road 3970 Wellington 232 594 2849 a la TT _ j Several Custom Fields eer 1000056 00 Custom Number 63 Company Phone 162 262 7539 Company 2 Company Phone First Name Abdullah Home Phone LastName Aaron Mobile Phone 162 262 3876 Street 10 Pencroft Way Manchester Fax Zip Code City 3177 Zagreb Notes Country E Mail Web The list displays addresses and contacts based on their filters The 7yoe column indicates if it is an address or a contact After selecting the address additional information will be shown in the information area Displaying addresses contacts Addresses and contacts are displayed in various forms If you select an address or contact the corresponding information will be displayed 100100700 a Productions 10000 London X 3 Phone Using the address view Creating and assigning new
97. entry protonic 122 pee Create new Purchase Order Add to existing Purchase Order Date 04 09 2010 Y Warranty valid until 05 03 2011 w Mansoer A gpa Purchase Price 0 00 Supply Source Main Data The main data fields are mainly self explanatory or similar to the functionality explained in the project management chapter e Purchase Order Main Data Lineltems Documents CostPlanner Purchase Invoices Main Data Supplier Name 1000750 00 Number 100002 Shure Distribution Inc caridad 16 Flace Foch 8013 Taastrup Manager 4 sys admin Fhone 861 737 6555 Date of Order US T Mobile Phone 861 737 Status Not ordered Type Buying Tax Type Tax Free Amount 0 00 E Paid Delivery Date 04 09 2010 21 24 Time Payment Terms Remit within 30 days Site Strasbourg Ln ene Creator sys admin 04 09 2010 21 24 i With the ordered status an inventory entry will be created for rental items The delivery date taken from the purchase order is used for the inventory entry data Sub hired items cannot be mixed with other line items in a purchase order When generating a purchase order from a sub hire the type is set to Sub Hire The line items are taken from the sub hire job and cannot be edited in the purchase order protonic 123 Line Items The individual line items for a sales order are sortable and can be combined into individual groups for a better
98. epartment to have the script customized Activating the automatic custom number generation 1 easyjob gt Extras gt Options gt Tab Projects Item Addresses Invoicing Sales Purchase Order protonic 30 2 Activate Activate custom number and click on dit Script Options Enable Custom Number 3 Add the script to the code window and test it 2 ScriptEditor IdJob 66 JobNumber 10 0003 03 LastCustomMNr strMyLastNr 1 dif NewCustom Mumber Domea Tet a Cees Custom Fields Custom fields are available in some master data forms and workshop activities You can use the custom fields to record information for which no field is available in easyjob There are fields for numeric text and formatted text RTF entries You can use the program options to add additional standard text in a project or job This can be used to add a personal introductory text to an offer The custom fields are also output to reports Customizing custom field names 1 easyjob gt Extras gt Options gt Tab Project ob Bill of tems Item Adaresses Resources Invoicing Workshop 2 Enter the desired name for the custom field RTF Fields Initialize Report RTF Fields RTF Field Proposal lead in RTF Field2 Power Supply RTF Field3 Job_RTF_Field_3 RTF Field4 Job_RTF_Field_4 RTF Field5 Job_RTF_Field_5 RTF Field Job_RTF_Field_6 RTF Field Job_RTF_Field_7 RTF Fieldg Job_RTF_Field_8 protonic Predefining
99. er Administrator Password a protonic 5 After the entry confirm the dialog with OK Numbers Custom Numbers and Custom Fields Number and Custom Number In easyjob workshop activities projects invoices are assigned numbers automatically As the easyjob full text search is so powerful normally the number is only used as a reference for the customer In addition numbers can also be selected in most filters Number 1000064 00 Custom Number 3249924 The numbers consist of the two digit year of the equipment which is separated by a dash from a sequential number Example 10 0001 10 0002 etc Jobs addresses and item numbers differ from normal activity numbers A job contains the project number which is separated by a dot from a sequential number Example 10 0001 01 10 0001 02 etc Items and addresses contain a sequential number that starts with a 1 and ends with 00 Example 1000019 00 If you would like to change the number presettings you can use the Custom Number field for your own number system In program settings you can activate an automatic script for automatic custom number creation Visual Basic net is used as the script language 2 ScriptEditor Global Varnables ldJob 66 JobNumber 1040003 03 LastCustomMNr Script Code else strMyLastNr 1 New Custom Number Some programming knowledge is required to develop the script You can also contact the protonic software sales d
100. er 10 0003 A ABC Productions a Custom Number High Street 123A 10000 London Manager 2 sys admin L Phone 123 4567 4567 Status lt Confirmed gt X Company Phone 123 4567 4567 Home Phone 123 4567 4567 Priority Normal m a E Mail Type x info abcproductios com Site Strasbourg hd Notes Schedule Information Start 08 09 2010 00 00 Time End 11 09 2010 00 00 Time Order Infomation Purchaser s Name Date of Order 03 09 2010 Type of Order by phone v Terms of Payment v ini Information about schedule times delivery addresses and service is recorded in the job Project Presentation Area Stage Dinner Event Sub Rental Speedy Truss Rent Main Data Delivery Address Venue Job Name Presentation Area 1001007 00 Gaag Job Number 10 0003 01 R ABC Productions A Custom Number High Street 123A 10000 London Manager 3 sys admin Phone 123 4567 4567 Status lt Confirmed gt Z Company Phone 123 4567 4567 v Site Strasbourg z Notes Return Site Paris Service Progress Planning KA Customer Pick up Resources only P ENE Deliver Items Full Service Schedule Information A Notes Start 08 09 2010 Time End 11 09 2010 Time Calendar Days 3 Days Used 2 Time Frame Offer valid through 08 09 2010 Total 0 00 X With job related functions such as tasks the project tab will contain all tasks for the jobs in the project and the job tab will only contain
101. er Event O Sub Rental Speedy Truss Rent Customer i Insert Job 4001007 00 Move Project e C gh Street 123A select Job 10000 London Phone any Phone protonic 38 Creating a shadow copy 1 Select Shadow copy from the Job context menu 2 Give the copy a new job name and select the data to be copied Project and Job Status The individual project phases are indicated via the project and job status Overview of the individual project job statuses Standard Job project Description color and related status It is unlikely the job will be accepted The scheduled items will not be Tentative considered during an availability check Proposal Project Job The project job is in the proposal phase The availability of the job equipment is indicated in the proposed column Project Job The project job is confirmed The availability of the job equipment is Confirmed indicated in the confirmed column Project Job The project job has been canceled For archiving purposes the workshop Canceled activity should be kept in the database Job Job The material for a job is sub hired from a supplier The activity has not Proposed been confirmed by the supplier sub hire Sub hire Job The material for a job is sub hired from a supplier The activity has been confirmed by the supplier and the material has been indicated in the availability check in the Sub Hired column The project statuses are interlocked with the job statuses
102. estimate the values More information can be found in the easyjob Business Information Center manual Basis of Computation Rental activities last TOTAL units rented last 12 months confirmed jobs inventory 12 months 5 Workshop Costs last TOTAL workshop costs invoiced costs workshop costs last 12 protonic 12 months months Checking items in and Rental activities last 12 months Activity costs from options out Last 12 months Inventory costs last Height Width Depth m Billing Rate from options 12 months Step two determine a minimum rental price Minimum Rental Price Wizard Determine Minimum Rental Price Based on your capital investment and on going expenses the following minimum rental price is suggested 01 Expectancy in Years 2 O costs 52 396 age in 41 97 41 97 4 bal Pri 3 4g Annual costs 365 10 006 lt HE a 4 rum Renta Price esac an 5 o Apply minimum rental price Current rental price 10 00 Based on the annual costs from step one and the entered remaining time and the usage the wizard will calculate the Minimum Rental Price If you want to apply the minimum rental price to the master data check the Apply minimum rental price box Basis of Computation Field Formula 2 Annual costs Workshop Costs Checking in out costs inventory cost Purchase Price Remaining Time 3 Booking Rate in The formula ca
103. evice cannot be repaired or repairing it is not economically feasible the device item can be scrapped When an item device is scrapped the inventory is corrected with an inventory out entry Scrapping a device 1 easyjoo Menu gt Workshop gt Edit Activity 2 Select the workshop activity 3 Click on Scrap Maintenance intervals In the case of recurrent maintenance such as BGV testing bulb replacement or similar create the maintenance schedule and assign the item to it Enter the maximum operating hours days used or calendar days in the maintenance schedule You can use a combination of the parameters If a threshold value is reached the device will be suggested protonic 106 for maintenance Operating Hours You can change the device s operating hours manually in the device master data and with the barcode scanner Days Used The days used are calculated on the calendar days of the job Calendar Days Enter 365 in the calendar days to service the device yearly aff Maintenance Schedule Name Max Operating Hours 500 Max Days Used 0 Max Calendar Days 0 Change Lamp Clean up fan PAT Test integration D OK cancel To import test result based on the service types check the SGV A Integration box Managing the service interval 1 easyjob Menu gt Master Data gt Maintenance Schedules 2 Select a service type you want to edit or create a new one 3 Give the service type a name A
104. gate the job In the monthly overview you can calculate overbookings for a selected time frame Derby 300 Watt Dynacord Powermate 1000 2 x 500w Medium Duty Sleeve Corner Block Martin Robocolor Pro 400 PAR 64 CP60 6 lamp bar PAR 64 CP61 6 lamp bar 1 ETC Eclipse 24 ETC Sensor Rack 24 x 2400w ETC Sensor Rack 36 x 2400w DMX XLR 3 10 Dimmerrack 24 ki 12 x 2 3 kW DMX 2x16pin Socopex 4 Edison 12 3 PBG 25 Edison 12 3 PBG 50 Medium Duty 5 00m Klark Teknik DN 360 Equalizer 1 Klark Teknik DN 504 4 fach Comp Limiter 1 Klark Teknik DN 514 4 fach Gate Medium Duty 2 00m Thomsen Sound MA Events AKG Add film 2nd day ITC Show Main Items Calculating overbookings for a longer time frame 1 Open the easyjob monthly overview 2 Click on Overbookings in the Overbookings group Seno Moving Lights Fixtures Fixtures Control Dimming Dimming Cable Dimming Power Cable Power Cable Trussing Signal Processing Signal Processing Signal Processing Trussing Sunday September 05 2010 Sunday September 26 2010 v Proposed Canceled OE Confirmed Sub Hired Service Customer Pick up protonic 407 0021 7 CPH Satellite Simulcast 156 Use the context menu for an overbooked day to open the overbooking wizard lt is also possible to calculate offers in consideration of overbookings The overbookings in proposals are separated by a dash 14 15 33 35 _ 24 30 a4 8 10
105. ges Options Copies Ei Attach file to Project Output C Users cpfeil Documents 10 0003 ABC Product Laun Format PDF RTF EMF XML E Mail HTML JPG BMP XLS protonic 208 4 Click on OK After adding a document you can set the document properties Document Properties File architecture JPG Folders CAShared Mame architecture Description Creator sys admin 9 5 2010 10 03 PM Filing documents using the pre defined server path To ensure that all users save the documents uniformly in a folder structure on the server you can define in the server manager how the documents are saved in the folder structure Here is an example for saving project related documents In the folder CAPELLA shareddata Documents a folder is created for each customer which will contain a sub folder with the project number easyjob 4 0 global shared data path easyjob 4 0 database path PA The Assistant will help you configure the global share data step by step lel Attached documents in easyjob are automatically saved to the global document data share Activate global data share Network path to the directory Sample Vserveriejdata C Program Files protonic software easyjob 4 ben data easyjoben shareddata Docum Data Share C Program Files protonic softwareeasyjob 4 0 en data easyjobe Sub folder Customer Number Project k Example C Program Files protonic software easyjob 4 0n data easyjo
106. gned staff In the staff area available staff and temporary staffing agencies are displayed in the staff area Vehicles Available vehicles are displayed in the vehicle area protonic 201 Predefined workspaces Various filter possibilities are available to further limit the display To prevent having to manually define the filter individually we have predefined various workspaces The individual filters are pre set automatically once you have selected the workspace User Defined If you have manually customized a filter the user defined workspace is automatically activated Project Staff Schedule After selecting the workspace select the project All filters are set up so that you can view and edit the Staff planning for a project Project Vehicle Schedule After selecting the workspace select the project All filters are set up so that you can view and edit the vehicle planning for a project Staff Schedule The filter settings are customized so that you can view and edit all line items to which staff must be assigned Vehicle Assignments The filter settings are customized so that you can view and edit all line items to which vehicles must be assigned Detailed Staff View The filter settings are customized so that you can view and edit an overall view of all staff including Staff assigned to jobs Detailed Vehicle View The filter settings are customized so that you can view and edit an overall view of
107. h the main item and shown independently as a line item If a different main item contains the same associated item upon booking the corresponding new quantity is automatically added The availability check is the same as for a normal item With associated items the dependency quantity can be entered with decimal places For example an associated item is assigned 0 5 times to a main item When booking this must be rounded to a whole number The price and weight of the associated item will be calculated as for a main item When loading and scanning the associated item is considered like a main item Optional Associated Items The optional associated item can be requested via a dialog when booking the main item For this the box Ask about optional Items when booking must be checked amp 1007761 00 Main Item el re Som Main Data Prices Inventory Devices Associated Jobs Alternatives Usage Reports Suppliers Custom Fields References Images Attachments Purchase Invoices Manage the associated Items Use availability for linked associated Items V Ask about optional Items when booking Associated Type Quantity Number Number Optional Inventory Name ltem_Field_1 ltem_Field_z 1 1007762 00 4 Optional Associated A 1 1007763 00 3 Optional Associated B Normal 1 1007765 00 4 Normal Associated A 1 1007764 00 4 Normal Associated B The corresponding quantity of each optional associated item for the main
108. he program settings N Standard Standard linear curve a mn g 3 Days Charged Additional DU ee Test Calculator 0 Days Used This function can be used alone or in combination with days used You can create as many days charged curves as you want and assign them to the items To prevent making assignments for a complete subcategory manually you can enter a standard value in the sub category editor This curve has already been described in detail in previous chapters and will no longer be explained Editing the days charged curve 1 easyjob Menu gt Master Data gt Days Charged 2 Select the curve to edit 3 Edit the table and use the calculator to check the changes Assigning a days charged curve to a subcategory 1 easyjob Menu gt Master Data gt Subcategories protonic 70 2 3 4 Select the desired subcategory Click on Fait Select the desired days charged curve Expense Accounts Rental Inventory and Purchase Orders Sales Inventory and Purchase Orders 4 Maintenance Ja Repair Sub Rental 4 i i Assigning a days charged curve to an item BERNA During the days charged process the corresponding days charged will be calculated in the bill of items proTonic easyjob Menu Master Data gt Items gt Classic Select the desired item Click on Edit Select the Price tab Select the desired days charged curve
109. hreshold rate With the threshold rate you can determine up until how many hours which hourly rate should be calculated In addition you can also specify for the resource type if a price should be entered separately for each line Arce per Unit or if a factor should be calculated based on the basic rate for the individual lines Factor per Unit Rate dependent on Hours worked Base Shift Differential Over Time Flex Time Calculation Price per Unit Factor per Unit To Hours Name First 4 Hours i More than 4 Hours The rate is entered in the resource planner as follows protonic 191 Customizing staff master data Internal and external personnel are managed in the address master data Resource Type E Always display in Resource Plan i Sound Engineer Resource Type Hl Freelancer E Mail Address Driver Card Number License valid until Status Stat S 5 2010 End 9 13 2010 Creator sys admin 8 31 2008 4 22 PM You can specify in the master data which type of employee belongs to this address Employees You can prioritize your own employees in the resource planner Freelancers Freelancers are external self employed employees You can filter the resource planner based on the protonic 192 settings You can also include the settings for the Freelancer Communication Pack More information can be found in the Freelancer Communication Pack module
110. ic 24 Monthly Overview fs fos x r 03 09 2010 Sa 04 09 2010 05 09 Di 07 09 2010 Mi 08 09 2010 Do 09 09 2010 Fr 10 09 2010 ime Frame a 07 0006 07 0008 07 0009 08 0002 07 0023 07 0024 07 0025 07 Tri State Athletic Downtown Art City Hall Big Show Nestle Concert Citibank Project Cultural Arena 0022 Freitag 3 September 2010 v Conference Exhibition Supersonic Sou Series Benefit Com 07 0002 07 0015 07 0010 10 0003 07 0026 Sonntag 3 Oktober 2010 v Nokia Sales Cavalier Hall Thomsen Sound ABC Product BMW Sales 2006 Launch Presentation Excel Print 07 0004 07 0011 07 0013 07 0014 ACME Gala ARF Closing Technology GE Product Presentation Date Center Sound z 07 0005 07 0012 Job Status a CATS Revue MA Events AKG LM Proposed IV Canceled 07 0016 08 0003 b OF Confirmed 7 Sub Hired CPH Cameras Paul Smith Event 07 0017 Siemens Staging Service 07 0018 V Customer Pick up 7 Deliver Items 07 0019 f PRANATAN ESAE ANNAE AARNA ENERE 7 Resources only Smith Boat Cruise Hearts Aflame Advanced y 07 0021 CPH Satellite Simulcast Overbooking y 07 0007 Downtown Art Exhibition 07 0003 Mercedes Product Presentation 07 0001 Bon Jovi Tou 2007 If a project goes beyond the time period shown this is indicated with an arrow Weekends have a gray background After a project is selected additional information is displayed in a popup window 07 0023 07 0024 07 0025 07 0027 b Nestle Concet Citiban
111. ility Availability is calculated based on the use of the item in jobs as well as the job status All data is provided in real time from the database The item is available for rental on the day of return If the item is returned too late in the day for another rental check the Available 1 day later box The job will be displayed as available in stock one day later than the end date Schedule Information Start 1 Yos 09 2010 Time End 13 10 2010 _ _ Time Calendar Days 35 Days Used 20 Time Frame Offer valid through 08 09 2010 Total 24 249 60 Lock Schedule O Wie Day later Check Out E E Invoiced With the return time you can predefine the time this box should be automatically checked in the protonic 150 program settings Preset the return time 1 easyjob Menu gt Extras gt Options 2 Select the Jobs tab 3 Enter the Retum Time Scheduling Remind when overdue o 15min Return Time 11 00 _ Suggest Days Used Set Proposal Expiration Date 5 days The start and end date of the entire job is crucial for the calculation E Ee 08 09 2010 00 00 oa AR Stage 1 05 09 2010 00 00 07 09 2070 00 00 aa 07 0012 01 MA Events AKG 2 03 09 2010 00 00 13 09 2010 00 00 lt Proposed gt 07 0027 01 ITC Show Main Items 1 03 09 2010 00 00 13 09 401000 00 lt Proposed gt 07 0028 01 London Concert Days Truss 250 06 09 2010 00 00 07 09 2010 00 00 lt Confirmed gt 08 0002 01 Big Show Column Calcu
112. ill has a Tentative status protonic 44 Workshop activity The job is too soon The start date for a job is too short two days and the job is not yet confirmed Resource overbooked A confirmed and scheduled staff member or vehicle has been booked twice Resources not confirmed The quantity of confirmed assigned staff members vehicles is lower than the scheduled quantity Resources not assigned Insufficient staff vehicles for a resource Se Overbookings At least one item for a confirmed job is overbooked Items SR Check Out The job start date has started and the job has not been checked out GR Check In Overdue The return date for the job has been reached and the job has not been checked in protonic 45 Invoicing A checked in job has not yet been invoiced Not finalized An invoice for a job has not been finalized Not printed An invoice for a job has not been printed No payment received No payment has been received for a job invoice Below minimum rental rate The minimum rental rate lies under the rental price a ars SP eee Ge eee waa SEES te Re oe in 0 Q 10 0003 ABC Produc Launcl Project Details a 10 0003 ABC Product Launch Start 08 09 2010 End 11 09 2010 Status lt Confirmed gt Priority Normal Manager sys admin Offer Inquiry CASYJOB i Invoice Export f o ok Pe CES i aa i gt lt G m Invoicing Ok rey Qo
113. ing a customer Creator sys admin 04 09 2010 17 15 Last Edited sys admin 04 09 2010 17 19 Notes can be entered in the notes field protonic 114 Line Items The individual line items for a sales order are sortable and can be combined into individual groups for a better overview 1 480 00 1 480 00 Sh 2 UHF Beta 87 280 00 1 Shure U4D UHF eae 1 200 00 1 200 00 Creator sys admin 04 09 2010 17 15 Last Edited sys admin 04 09 2010 17 19 Adding a line item 1 Click on Add 2 Select if you want to add an item an empty line or a group You can add items from the master data as well as manual line items When adding a line item from the master data the sales price is taken from the master data or from the selected price list In addition you will be asked if an inventory deletion should be entered in the master data Do you want to create an inventory entry for the sold item s protonic 115 You can edit the inventory entry later from the Falt inventory entry context menu You must specify in the inventory entry if it is an inventory deletion for the sales or rental inventory ae oa LL i Rental Sales TY Studio Installation 4 092010 Warranty valid until 05 03 2011 i 0 00 E 100100700 Eat ba GO 3 ABC Productions High Street 123A 10000 London The sales report will be transferred with the inventory entry associated w
114. ing out a job manually If you do not want to issue items and devices manually using the Job Load module you can set the check out status manually Checking out a job manually 1 Check the Check Outbox in the project protonic 180 Sub Category Quantity Loaded Returned Days essen ins EET 1 0 1 ea 0 00 FANT 2 0 1 Projector L 100 00 4 0 00 2 2 0 1 Projector M 100 00 0 00 1 1 0 1 Projector 5 100 00 0 00 Fixtures 1 1 0 1 Desisti Leonardo 2Kw 0 00 17 00 1 1 0 1 PAR 64 CP60 6 lamp bar 0 00 21 00 1 1 0 1 PAR 64 CP61 6 lamp bar 0 00 21 00 1 1 0 1 PAR 64 CP6 6 lamp bar 0 00 21 00 Fixtures Speci 1 1 0 1 Derby 300 Watt 0 00 11 00 1 1 0 1 Studio Due City Color 1200HMI 0 00 7700 Moving Lights 1 1 0 1 High End Trackspot remote SPSP Switch 0 00 2 60 1 1 0 1 Martin Robocolor Pro 400 0 00 16 00 During check out the loaded quantity is assigned to the planned quantity The expendable items that were used are removed from the inventory The bill of items is blocked from editing If you want to reset the check out status all items and devices remain loaded It is possible to add a new item The quantity of existing items can only be changed when you manually cancel the item using the load job function Checking in a job manually If you do not take back the items and devices manually using the Unload Job module you can set the job check in status manually A job can only be checked in if the job has b
115. invoiced The items are added to the invoice with the sales price and removed from the inventory Important Notice If items are turned later make sure to create an Early return delivery job or a Missing items job If this is not done there will be problems with the availability check as the item availability will be calculated based on the job s return date Tracking devices With track device you can see which device is in transit with which job ltem Information ltem Projector L aw Barcode st7782 Inventory 5 Device List Display inactive Devices Barcode Sal Number vero Nuarbe Oreraig Howe Davs Used 1007773 00 3640 si3640 Job History Stat S 6 2010 End 9 5 010 od Teh Rubs Tob Name sect heck Out Check Runes 9 10 2070 10 0007 07 Job Load Demo A Propect Load Demo 9 5 2070 9 10 2010 If a device is not released as it was not checked in you can release the device again from here Tracking a device 1 easyjob Menu gt Items gt Track Device 2 Select an item 3 Select the device protonic 187 Staff and transportation planning Staff and transportation is grouped in easyjob as Resources As resource planning differs from item scheduling the functions are implemented independent of each other The resources are booked in two phases In the first phase the individual resource types are booked in the job The price is calculated based on the resource type
116. it the price in the list 1 easyjob Menu Master Data gt Addresses gt Classic 2 Select the desired supplier 3 Click on falt 4 Select the tems tab 5 Click on Add 6 7 protonic 65 Discount You can give a fixed discount for each customer in the address master data Creditor D Debitor D Tax I D Terms of Payment Zahlungsart Lieferant Creator sys admin 03 09 2010 23 17 The discount is accounted for in the cost planner Discount 20 00 526 40 Giving customers a fixed discount 1 easyjob Menu gt Master Data gt Addresses 2 Select an address 3 Select the Invoicing tab 4 Enter the discount in the Discount field Calendar Days In order to provide a customer with a long term rental with a discount after a certain period of time the calendar days curve can be used to determine how the days used are suggested based on the calendar days This function can be used alone or in combination with the days charged described in the next protonic 66 chapter Customizing the calendar days curve 1 easyjob Menu gt Master Data gt Calendar Days 2 Add a new entry by editing the empty line 22 00 19 50 17 60 15 40 13 20 11 00 05 50 06 60 04 40 02 20 00 00 Calendar Days Calendar Days CD Days Used DU Additional CD 0 2 t Calculator 0 Calendar Days Based on the calculation table the days used for the job are suggested Schedule Info
117. item can be changed as required cons acnee E Main Item Optional Associated A 1 Optional Associated B E Multiply 1 by the number of scheduled main items In addition the quantity of the optional associated item can be multiplied with the quantity of the main item The display availability calculation loading and scanning is the same as for associated items protonic 176 Parts Lists Parts list items are displayed upon booking in relation to their main item The availability of the parts list items is not considered as the quantity of the used parts list items is already deducted from the rental inventory The price and weight must be taken into account for the main item Displaying parts list items in the bill of items 1 Select Display Parts List It is not possible to make a change later to the parts list items in the bill of items A direct assignment to the individual devices can be made in the master data When scanning and loading an item the individual parts list items do not need to be taken into consideration A serial number related output on the delivery note is made automatically based on the assignment from the item master data More information can be found in the Inventory management chapter Linked Associated Items Linked associated items are displayed when booking similar to parts lists in relation to the main item The availability of the individual linked items can be considered in th
118. items with alternatives 1 Open the context menu for the item to be exchanged Available Edit Job Data Edit Bill of Items eee ee eee ID 2 Click on Schedule Substitution protonic 158 3 Select the item that should be exchanged with with selected item 07 0014 01 GE Product Presentation Items Quantity Loaded Item 20 Poder E Maintain price Include Associated Items E Split ae Ge Goes 4 Check the box Maintain price to calculate the new item using the old item price After the exchange the overbooking is solved by using an available item Bi eee 5 prea sp jp se rn sev en se E 3 Presentation Area Items gt Projector M i 2 2 ee 2 2 2 2 GE Product Presentation Ite Projector L gt 5 4 U 4 4 4 4 gt 1 Paul Smith Event Items gt 3 GE Product Presentation Ite 1 CPH Vide Projector XL gt 1 1 1 ee 1 Presentation Area Items gt In addition to the exchange also the split function is available By splitting an item you can customize the quantity for the current one and book an additional one in the quantity difference To do this check the Sp itbox 07 0014 01 GE Product Presentation Items Quantity Loaded ltem 1 0 Maintain price Include Associated ltems Split Quantity litem Poeeert protonic 159 Items in circulation With the items in circulation list you can see which item is b
119. ith the device assignment Editing groups manually 1 Select the group from the list 2 Click on alt Name Description a Shure U2 UHF Beta 87 Shure U4D UHF Reciver Editing a line item manually 1 Select the entry 2 Click on alt Quantity Name Discount Price Type Shure U2 UHF Beta 87 0 00 280 00 Discount Price Total 1 480 00 1 480 00 2 Pi shure U2 UHF Beta 87 1 Shure U4D UHF Reciver 0 00 1 200 00 1 200 00 The line items will be sorted according to the order in which the line items were entered You can sort protonic 116 the items as you wish using the protonic i buttons 117 If you add a series of master data items to a sales order we recommend booking the line item in the line item form J Quantity Keyword Y Category 1 13 mimber Name tween 1007746 00 1000075 00 1000074 00 1000718 00 1007749 00 1007745 00 1001049 00 1007742 00 1007721 00 1007753 00 1007752 00 1007750 00 1007751 00 1007729 00 1007731 00 1000108 00 1000062 00 1001057 00 1000205 00 1007682 00 1001122 00 1001204 00 1001205 00 1000031 00 1001210 00 annannn nn 2 CH Rack 2 0 x 5 wire feeder tail with Camlock and bare pigtail 4 0 x 5 wire feeder tail with Camlock and bare pigtail AKG GN 30 Antenna ARRI 4kw msr BNC Videocable 20 Carver PM 1400 2 x 700w Carver PM 2400 2 x 1200w Christie CDXL 30 Christie CDXL 60 Christie CP 2000 X Christie CP 20
120. itor and debtors ID as well as the income account When finalizing an invoice a check is performed to make sure it complies with the export interface Exporting purchase invoices 1 easyjob Menu gt Invoicing gt Export 2 Select the purchase invoices and payments from which you want to export in the Export column ABC Product Launch 04 09 2010 24 836 59 ABC Productions Select all 3 Click on Start Configuring the export interface easyjob Menu gt Extras gt Options Select the nvoicing tab Select the invoicing interface Adjust the Advanced Settings with your accounting department Export Specifications Specificati Text ie ee ea Into Text Accounting Export A Version 4 0 2 1 Export Path m i Use Custom Number as Invoice protonic 87 Address and Contact Management In easyjob customers suppliers partners and staff are processed as addresses To filter them better the addresses are categorized by address type Contacts can be assigned as address contacts You can assign as many contacts as you want to an address Depending on the process you can assign an address or a contact Invoice X X Resource Assigning a supplier to an item User X Ca a Workshop maintenance X address protonic 88 Address Book Addresses are displayed in easyjob Open the easyjob address book 1 easyjob Toolbar gt Address Book At AMt
121. k Project Cultural Arena Comedy Hall Fall Series Benetit 07 0014 07 0026 GE Product Presentation BMW Sales Presentation 08 09 2010 09 09 2010 Both the colors as well as the information in the bars can be configured in the easyjob program settings Customizing the display information 1 easyjob gt Extras gt Options gt Projects obs tab 2 Click on ditin the display options area 3 Add the desired display information in one of the three lines Multiple variables can be used on a line protonic 25 Job Number Job Custom Number Job Name Job Service Job Manager 4 Confirm with OK Additional monthly overview configuration options The program settings offer additional options for the monthly overview display 07 0006 07 0008 07 0009 08 0002 07 0023 07 0024 07 0025 Tri State Athletic Downtown Art City Hall Big Show Nestle Concert Citibank Project Cultural Arena Conference Exhibition Supersonic Sou Series Benefit 07 0002 07 0015 07 0010 07 0014 07 0026 Nokia Sales Cavalier Hall Thomsen Sound GE Product Presentation BMW Sales 2006 Presentation 07 0004 07 0011 07 0013 10 0003 gt ACME Gala ARF Closing Technology ABC Product Launch Date Center Sound 07 0005 07 0012 CATS Revue MA Events AKG 07 0016 08 0003 CPH Cameras Paul Smith Event 07 0017 Siemens Staging 3 Q 2 Optical Effects 07 0018 E 3 Theater Days Fade effects 4 07 0019 Smith Boat Crui she Windows Visual Styles
122. lation Avib Rental inventory quantity in confirmed jobs quantity in the workshop sub Availability hired quantity Conf Quantity in confirmed jobs Confirmed Pro Proposed Quantity in proposed jobs without free offers Sub Sub Hired Quantity in sub hires without sub hire proposals Wksp Quantity in Workshop Activities Workshop Sample Job with varying rates and discounts The item is used 2x for a sub hire 10x for a two day job with the option tem available 1 day later and once for a two day job For 23 02 2010 an inventory entry of 4 is made in the item master data protonic Inventaranderungen Vermietartikel Verkautsartikel Inventareintrag Admin admin 23 02 2010 Vermietung 1 Inventur Abgang Admin admin 01 01 2010 Vermetung 10 Gekauft Angelegt Admin admin 06 07 2009 Vermietung Graphical view of availability D 2 Sub hired Items D 10 Two day Job with Item available 1 Day later Items D 1 Two day Job Items Table view of availability Calculation Date Available Invoice 19 2 2010 6 7 2009 10 purchased 1 1 2010 1 Inventory deletion 20 2 2010 Rental Inventory 2 sub hired 10 in a two day job with item available 1 day later 1 in a two day job 21 2 2010 1 Rental Inventory 2 sub hired 10 in a two day job with item available 1 day later 22 2 2010 6 7 2009 10 purchased aa 1 1 2010 1 Inventory deletion protonic 152 23 2 2010 6 7 2009 1
123. mn head of the column to sort by column Number Name Status Check Out Date O7 0007 01 Wenz Sound amp Light lt Confrmed gt 03 09 2010 07 0010 01 Thomsen Sound lt Confirmed 05 09 2010 O7 0018 01 Theater Days i lt Confirmed 05 09 2010 07 0005 01 The Winners lt Confirmed 03 09 2010 O7 0013 01 Technology Center Sound lt Proposed gt 05 09 2010 O7 0017 01 Stageing lt Confrmed 05 09 2010 10 0003 02 Stage Dinner Event lt Proposed gt 08 09 2010 The small arrow indicates the column on which the sorting is based and the order The sorting order is currently not saved Selecting an entry Depending on the dialog form confirm the current selection with a double click or by clicking the Ox button Keyboard concept for the Live View and Dialogs Most of the forms are designed to be used quickly also without the mouse This is why the keyboard focus is in the selection text box by default Use the key to access the list and the keys to change the selection Use the context menu key to open the context menu Use the key to perform the dedicated standard functions e g opening a job and to close the form without a selection protonic W 03 09 2010 W 03 10 2010 Proposed Canceled Confirmed 7 Sub Hired Y Site Lyon Paris Strasbourg 07 0007 01 07 0010 01 07 0018 01 07 0005 01 07 0013 01 07 0017 01 7 Status lt Confinmed gt 03 09 2010 05 09 2010 05 09 2010 03 03 2010 05 09 2010
124. n be found in the easyjob Business Information Center last 12 months manual 4 Minimum Rental Price Annual costs 365 Usage protonic step three Calculate the profit based on the minimum rental price Minimum Rental Price Wi Calculate Item Profit The previously calculated minimum rental price is used to determine the Item profit The parameters entered in the previous steps are used to calculate both your profit as well as the rental price protonic 64 Supplier rental and purchase prices In addition to the standard purchase and sub hire price you can also manage prices for each of your suppliers york Lighting Rental 123 You re Hired Inc Joe Jones Speedrental MyPartner SOLA Lighting Rental Christian de Pater 200 Sp Priority Price Supplier Number Number Custom Number __ Company Name Street_ ZipCode City __ Countn Creator sys admin 09 09 2010 16 10 Last Edited sys admin 04 09 2010 16 14 The data is found in the purchase order sales order as well as the sub hire optimizer application More information can be found in the corresponding chapters Adding a supplier to an item easyjob Menu Master Data gt Items gt Classic Select the desired item Click on F alt Select the Suppliers tab Click on Ada Select the supplier Edit the price in the list ee SS E Enter the corresponding price Adding an item to a supplier Select the item Ed
125. n filter the current view by projects are and jobs m Job er F Group Jobs protonic Document Output Reports are displayed in easyjob on the basis of templates Reports can include proposals packing lists delivery notes and invoices During the easyjob installation various sample templates will be created in the individual program modules These documents can be printed or saved in various electronic formats including pdf More about customizing the print design can be found in the Configuration and Setup Chapter When an offer should be issued from a project a print job is created In the easyjob print menu the individual reports are grouped into seven areas job project resources master data invoicing sales orders purchase orders and workshop Reports Tools Window Job Project Resources Master Data Invoicing Sales Order Purchase Order Workshop Purchase Invoice Selecting the report from the menu 1 easyjob Menu gt Reports 2 Select an area 3 Select a template Selecting the report from the toolbar 1 easyjob Menu gt Reports 2 Select an area 3 Select a template When selecting from the toolbar easyjob automatically recognizes the currently open workshop activity You do not need to select the desired dataset When the offer is output the open project is used protonic 205 The print dialog will appear after selecting the desired
126. nce schedule will be displayed protonic 102 Read PAT Test results protonic 103 Entering a log The log of the activities and any notes can be entered in the log field This information can be important in the case of a repeated activity Lamp changed PAT Test protonic 104 BGV A3 test results The test results from the BGV A3 test can be assigned to each workshop activity This is automated with the easytool PAT Test Integration More information about this can be found in the Importing BGV A3 Test Results chapter Pass If the apparent or real power deviates 10 from the values saved in the master data the result will have a red background protonic 105 Workshop Costs The cost plan is used to enter the workshop costs If the workshop activity was created using the barcode scanner the assigned job is already preset More information about invoicing a workshop activity can be found in the Invoicing chapter of Workshop Activity for Digital Projection Power 105X 10 000 ANSI Lumens Ee E Main Daia Advanced Instruchons Log PatTest Cost Planner Attachments Purchase Invoices Documents can be attached and accessed in Workshop Activites Assigned Job Stage Dinner Event CJ Del Cost 200 00 Invoice Costs _ Invoice Information Invoice Number Custom Number Date 04 09 2010 Title Name 1 Name 2 Scrap Availability Prit Swe OK Cancel Scrap If an item d
127. nceled proposed or canceled projects 4 Confirmed Resource Status Resource Status OE Requested 7 Canceled To check which resources you have requested but that are not confirmed you can filter the view by resource status gt gt OE Confirmed F Preferred Quick Start Views View Details MW Assigned Resources 5 Schedule You can hide the various display areas gt gt With the resource status you can also see absences assigned to a person such as vacation sick days etc Jobs Staff if if protonic W Unassigned F Vehicles 203 Staff and Vehicles Staff Vehicles The resources displayed in the staff and vehicle area can be further filtered Always Display ee If you check the Meets selection criteria box you will only see staff that Freelancer api i mee a meet the criteria for the selected resource type With the boxes A ways Ee i Display In house staff Freelancers and Temporary Staffing Agendes you can also F Meets Selection Criteria display the corresponding staff types V Show only who is avail l l I l l ds 2 With the box Only display available the display will be limited to staff Sit members who are available at the corresponding point in time Vehicle i m You can also filter by staff and vehicles in the resource planner Job Project Job Project With the job project filter you ca
128. nd the cash account 3 Click on Aad If the total of the processed amounts corresponds with the purchase invoice amount after a query the purchase invoice is set to Paid This also accounts for the discount amount for a payment period You can view the processed payments as well as the Paid status in the purchase invoice Date of Receipt Total Cash Account 04 09 2010 10 000 00 4000 Payment Terms The payment terms are used to specify which invoices from customers can be remitted You can assign the standard payment terms to a customer The payment conditions are used for new activities amp Terms of Payment O Name Standard Payment Plan Option 1 14 Days 2 00 Option 2 30 Days 0 00 To provide customers with discounts within a period you can determine two payment dates Managing terms of payment 1 easyjob Menu gt Master Data gt Terms of Payment 2 Create new Payment Terms or edit existing terms 3 Specify the name as well as the payments Invoice Reminders Invoice reminders are used to remind customers with open purchase invoices protonic The system consists of three levels No level is assigned by default to the invoice After the invoice reminder process has started the current level is raised to the next level The reminder list displays all purchase invoices without a Paid status You can enter the name of the individual reminder levels and the late charges in the program se
129. nic 94 Contacts To manage contacts within a company you can assign as many contacts to each address that you want Salutation FirstName Middle Name Last Name Phone Mobile Phone Fax E Mail ee MOQETS Creator sys admin 03 09 2010 23 12 Last Edited sys admin 04 09 2010 18 10 Selecting a new contact 1 Select the Contact tab in the address 2 Click on Add 3 Fill out the contact data protonic 95 protonic 96 Invoicing Enter the information regarding the price calculation and the data export to the accounting department in the invoicing settings More information can be found in the Price calculation and Invoice source chapters Bank Accounts Creator sys admin 03 09 2010 23 12 Last Edited sys admin 04 09 2010 18 10 You can use the smiley as you like You can use a laughing smiley face to indicate a good customer relationship and a frowning smiley to indicate caution protonic 97 Jobs The jobs list lists the jobs for a customer The list is creased based on the customer address in the project Jobs 10 0003 02 08 09 2010 10 09 2010 Stage Dinner Event 10 0003 03 08 09 2010 09 09 2010 Sub Rental Speedy Truss Rent lt Sub Hired gt Creator sys admin 03 09 2010 23 12 Last Edited sys admin 04 09 2010 18 10 protonic 98 Sales Trends Sales Trends shows the order volume trend with the cus
130. nu gt Master Data gt Addresses 7 Select an address 8 Select the Resource tab 9 Click on Addin the Resource Information category 10 Select the resource type In addition you can save the costs of the individual rates for each staff member Defining the costs of a staff member 1 Select the resource type of the address 2 Click on fait Dice Ron Vehicle Master Data Vehicles are managed with the vehicle master data The vehicle master data is mainly self explanatory protonic 194 Always display in Resource Plan Veticle Type vee Mercedes AA Mercedes 814 HUIT1 2010 Managing vehicle master data 1 easyjob Menu gt Master Data gt Vehicles 2 Select a vehicle to edit or create a new one 3 Select the resource type and give the vehicle a name protonic 195 Job resources Resource planning takes place in two phases In the first phase the individual resource types that are necessary are booked in the job After the order is confirmed the individual staff members and vehicles are ordered in the second phase The resource type can be displayed with the hourly rate or as a full day entry 00 AV Engi Prono peek eee a E a e e e m 4 aR ie 75 Engineer i 2 men 2 Ary Tie Dinner Event 1 00 AV Engineer Start 9 8 2010 9 00 00 AM End 9 8 2010 6 00 00 PM a ee ResourceAssignm
131. nvoic Declined Pur Proposed Projects All Propose Purchase Orders pending appr Personal Purchase Inv Projects Ending Soon All confirme My Declined Purchase Invoice Personal Declined Pur New Projects All recently Jobs with required Resources Staff All future Job Projects to be invoiced All Jobs cor All Workflows Workflow All Workflows Expired Proposals Jobs that hz All Workflow Votes Workflow All Workflow Projects by Customer All Projects Warnings Internal Sub Hires Multi site Warning Diffe Jobs from Today onward Sub Hires All Sub Hire Internal Rental Multi site Shows all Inte Jobs to be returned Sub Hires All Sub Hire Internal Sub Hire Multi site Shows all Inte Jobs in Progress Sub Hires All Sub Hire Stock Level below target Purchase Order All Expendab Last edited Jobs Personal Last edited Payment Plan General All Projects c My Jobs Personal My created My open Activities Personal My Activities Last edited Projects Personal Last edited My overdue Activities Personal My past and r My Projects Personal My created All open activities General All not yet fini Overdue Check Out Stock Confirmed J General All past and n Overdue Check In Stock Confirmed J 7 4 mT To delete a workshop activity list proceed as described above and click the lt lt button Customizing a filter 1 Open the Activity list context menu P Tentative E 3 v Proposed i P v Confirmed B Sub hire Requested z Sub hire Confirmed J Canceled f
132. obs expendable items for the confirmed jobs Total price for staff for all confirmed jobs Total actual cost of staff for all confirmed jobs 4 Transportation Total price for vehicles for all confirmed Total actual cost of vehicles for all jobs confirmed jobs Job Costs Total job cost billing rate for all confirmed Total job costs for all confirmed jobs jobs Subtotal Income total Expense total W Subtotal Income Subtotal Expenses Total of all confirmed jobs oe protonic Item master data price The rental price of an item is assigned to the item in the master data Setting the price of an item easyjob Menu Master Data gt Items gt Classic Select the desired item Click on Fait Select the Price tab Enter the corresponding price 1007757 00 PROLYTE H40V 1 Meter a a Main Data Prices Inventoy Devices Associated Job References Image Atlachment amp Purchase Invoices Add prices for Items here Exclude Tax Include Tax Purchase Price 100 00 119 00 Sales Frice 200 00 E 230 00 E Sub Hire Price 10 00 11 90 Rental Price 20 00 E 23 00 Minimum Rental Price wwe nap cg Days Charged Standard x You can also enter the prices incl tax The basis of the price remains the net value This means that when the formula is selected again the price incl tax from the previous entry may differ Please note if the item contains parts list or linked associated items
133. ofit Actual Costs 0 00 Billing Rate 100E OK J Cancel Resources The prices and actual costs that are pre calculated based on the rates are taken into account in the cost planner Resource Tyee AV Engheet Resource Field_1 Resource Field_2 Quantity 1 Simple A Series Appointment 08 09 2010 00 00 Time 09 09 2010 00 00 Time Standard Billing Rate Daily Flat Rate 350 00 Rate per Hour 40 00 Distance 00E Staff planning is described in detail in the Staff and Transportation Planning chapter Sample Job with varying rates and discounts This illustration demonstrates how the varying rate and discount features can be combined The job spans 35 calendar days The Calendar Days function suggests 20 days used Schedule Information Start 08 09 2010 Time End 13 10 2010 Time Calendar Days 35 Days Used 20 ltems with different Days Charged rates are booked into this job The item is booked with discounts based on the film price list The days charged are pre set on the basis of the days charged curve protonic 76 20 Desist Leonardo 7Kw ca 20 Dimmerrack 24 kW 12 x 2 3 kWh DMX 2 0 00 20 Dimmerrack 72 Ki 36 x 2 Ki DMX 0 00 4 Crown 2 x 500w 0 00 10 Crown x 600w 20 00 5 Chnste CDXL 30 0 00 5 Christie CDXL 60 0 00 20 Christe CP 2000 0 00 20 Christie CP 2000 7 000 20 Digital Projection Power 105 10 000 AF 0 00 20 Distribution Box 1 ph
134. ond column must contain the item or customer number Importing a Bill of Items from excel Click on the amp icon on the toolbar Select the Excel file Select the mport option Click on Start ee Ie Job Selection ________________ Options ABC Product Launch ss S ltem Number Custom Number Export Import The First line contains Field Names Import Associated Items File Selection C Users cpteil Desktop items xlax 1007750 00 Christe CP 2000 1007751 00 Christie CP 2000 7 1007752 00 Christie CDXL 60 1007761 00 Main Item 1007764 00 Normal Associated B 1007765 00 Normal Associated A If an item is not found based on an item number the item will be highlighted in gray and not imported Overbooked items will be highlighted in red protonic 172 Associated Items Parts Lists and Item Packages easyjob offers five different options for booking connected items with the associated item linked associated items optional associated items parts lists and item packages The screenshot shows an overview of the various methods 08 0001 01 Neue Druckhalle Von 1502200 Bis 16 02 2010 Mietpreis 500 00 Atike 7 E Referenzen anzeigen Preisliste Warengruppe Anzahl Bezeichnung Jobvernvetpreis Gesamt TC MN a Stuckliste T Stucistes Arike A T Strobisten Artkel amp Gebunden 7 Gebundener Anke A l Gebundener Artkel B 1 Normaler Referenzartikel 1 Normaler Referenza
135. oo 4 000 gt Hearts Aflame Highlight weekends 1 oa ee ere rvrrenerie eres j CPH Satellite Simulcast Daily lines D 07 0003 i j Mercedes Product Presentation 3D 3 For better orientation the weekends can be given a gray background With the day division lines black lines are drawn between the days The color gradient of the status colors can be deactivated The slow opening of the popup windows can be deactivated with the setting fade effects Opening the easyjob monthly overview using the easyjob menu 1 easyjob Menu gt View gt Monthly Overview Opening the easyjob monthly overview using the easyjob toolbar 1 Click on the Monthly Overview icon on the toolbar Reminder Screen The reminder screen automatically reminds you of important workshop activities protonic 26 Proposal expired 07 0011 01 Proposal expired 07 0013 01 Proposal expired 07 0019 01 Proposal expired O7 00276 01 Proposal expired O7 0027 01 Proposal expired 07 0012 02 Proposal expired 07 0028 01 Proposal expired 08 0003 01 Proposal expired 08 0001 01 Invoice due date exceeded 02 0001 Proposal expired 08 0005 01 Projects to be invoiced 07 0008 rate Check he 07 00017 01 ARF Closing Date Technology Center So John Smith Sound BMW Presentation ITC Show Main Items Add film 2nd day London Concert Days Paul Smith Event Cityline Football Sample Proyect IAA Auto Show Main Downtown Art Exchibstic
136. oo 9 9 C0 C8 C8 oO 000 0 8 ooo oo 0c eo oc ec 0 0000900 amp After selecting an item the quantity is filled in with the difference between loaded and unloaded Unloading items and devices There are multiple possibilities for unloading an item or device Unloading an item from the bill of items 1 Select the item from the bill of items 2 Enter a quantity 3 Double click on the entry or click on Unload Unloading a device from the bill of items 1 Select the device from the bill of items 2 Double click on the entry or click on Unload Unloading an item or device from the barcode field 1 Select the barcode field 2 Scan the item or the device barcode Quick Unload If you are sure that all items have been returned you can unload the item quickly With the quick unload the unloaded quantity is updated with the loaded quantity In the case of expendable items you will be asked if the expendable items should also be returned Unloading items quickly 1 Click on Quick Unload 2 Select the expendable items that should be included protonic 185 _ Unload Item it All Items will be unloaded E Include Expendable Items Finalizing When you have finalized the unloading process end the job with finalize Finalizing checks if all loaded items have been unloaded If not all items have been unloaded you will be asked what should happen with the remaining amount Not all items in thi
137. ooked in which confirmed jobs on a selected day G In Circulation on 9 5 2010 12 00 00 AM Sunday September 05 2010 inventory Rental Inventory em O OOo ago 0 2CH Rack Control 29 Antenna Control 9 ARRI 4kw msr Control 1 ETC Eclipse 24 Control 0 ETC Express 3 800 Control 4 Linked Associated A Control 4 Linked Associated B Control 2 Main Item Control 4 Normal Associated A Control 4 Normal Associated B Control 0 Receiver 2CH Control 24 Desisti Leonardo 2Kw 2 PAR 64 CPS0 6 lamp bar Fixtures 2 PAR 64 CPS1 6 lamp bar Fixtures 6 PAR 64 CP62 6 lamp bar Fixtures FO Marha WiN Wao Eit mar lamanita ri 0 29 9 1 0 4 4 2 4 4 0 Print 15 07 0003 01 Confirmed 1 O7 0009 01 City Hall Supersonic Sounding lt Confirmed gt 4 07 0010 01 Thomsen Sound lt Confirmed gt 1 O7 0012 01 MA Events AKG lt Confirmed gt 4 07 0012 02 Add film 2nd day lt Proposed gt 2 OF 0027 01 ITC Show Main Items lt Proposed gt 1 O7 0028 01 London Concert Days Truss lt Proposed gt Select an item to see in which jobs it is used Displaying items in circulation 1 easyjob Menu gt Items gt n Circulation 2 Select a date Sub hiring shortages If in a time frame all items are overbooked and no alternatives are possible you can create a sub hire Sub hires are processed in easyjob via a job The status of a sub hire is Pending Sub hire for unconfirmed sub hires and Sub fire for confirmed sub hires D Sub Rental Speedy Truss Rent
138. ooked out or in and when You can select the inventory entry or deletion in the device or create it from the corresponding inventory entry The selection is optional We recommend using the data ocre M Main Data General Information Serial Number Tae seP 555 Purchase Price 0 00 sates Inventory Deletion Owner Pars Inventory Number Supply Source Device_Field_1 Device_Field_ Operating Hours 0 Days Used 0 Last Workshop Activity 04 05 2010 Warranty valid until in Service Days The supply source is taken from the supplier of the inventory entry The operating hours and days used can be entered manually When using the barcode scanner the data is automatically adjusted The barcode field is generated by easyjob proTonic In the usage register you can see the jobs where the item was used with days used and operating hours The operating hours are assigned via the barcode scanner upon return Device Pope x eit Total Operating Hours 0 Days Used 1 Creating a device series If you use items without an assigned serial number as devices you can create multiple devices together This function saves much time when using the barcode scanner Create the new devices as a series and then print the device barcodes With the assign serial number function on the barcode scanner scan the easyjob device barcode and then the serial number barcode printed by the manufactu
139. ot he ooo osha oes 128 US GM researc ee Shae le a 130 MINDA eles arc are ee a hh gana sasaasaas ae 130 Bap SS eee re ee ee eee eee eee ene 131 AVON ONY oer canst enoitouitaniian ian tania GuckGncaaut st anata tnaomnaamnaamnanees 132 DEVICE area ae eee eC ee ee ee eee een 135 edna deV CE SE eee eee ee ee eee 137 A SO EOS saeaceteae es os cece aaa aeoa 138 Clear assignment of parts lists and linked references ccccseeeeeeeeeeeeeceeeeeeeeeeeeeeseeeesees 138 JOD Lo eee a eae eae aie aa a nC Eee eee 139 PRICE AUIVGS rererere Gl SichinctGuceincicuca Got ehan it cnitanieanianhRicniiet Ountin la sSathanmiamneetaone 140 USO ae ao are ce oe On rece eee eee 141 pic ol6 jails im gt 6 teres eeeeeeeeeerevereeerreerers teeter ier sen serene E 142 SUPPE stata s canagnnnaaeannnaannsannasesceecaen scene caeeananaesnee A 143 PCI CV ONC CS eaea A E E E A E A 144 AANE S E e EE EA E EE E E E A E A A EE E E seat Ses 145 IOC UMO E are REEERE ERT ATA EA A A A a seal Sen 145 Eeoa Ae ML A E A A EA E A I A EE E ae eae 146 FUTIAN ING CUO ANG OC EEE A E A A A A EE A aes 146 MVO O oerni E E ta di leat Snediasct Gert Me ee a eG Ga 147 Data export for manual Compilation in EXCel ccccceecceeeseeeeeeceeeneeeeeeeeeeeeeeeeeseeeneeseeeaeess 147 PerormiNo COUN S slic laatesutlae iuiealaai i slurries oncuatdeninnctet a Mau tade titan Ces trate Re Gales 149 Data import of the amounts Counted IN Excel ccceeceeeeeeeeeceeceeeseeeseeeeeeseeeaeeee
140. ound at http www easyjob4 com en manual Insurance calculations If your insurance agreement foresees that the insurance premium is calculated on the basis of contract volume you can use the automated premium calculation The premium can be calculated for the job on the basis of the purchase sales or rental price of an item For this reason the calculation is done using the project share of the premium Configuring the global insurance settings 1 Open easyjob Program Settings 2 Select the nvoicng tab protonic 99 Insurance Calculation Basis Percentage 0 Tax Rate f Revenue Account Rental Profit You can add the premium in the job cost planner by clicking on App y Rental Price 2 000 00 Insurance Calculate 2 0 50 00 Total 2 050 00 E w PFOTONLC 56 Basis of computation of the Cost Planner The cost planner takes all of the discounts into account and uses them to calculate the Total 10 0003 ABC Product Launch io Main Data Overview Schedule Resources Tasks Job Costs Attachments CostPlanner Fields References Purchase Invoices Job Costs Minimum Rental Pricd 1 J 956 10 2 Days Used 1 912 20 S Rental Rate 2 12100 e 2 Days Used A 2522006 200 00 Discount 5 00 6 516 40 14 22 54 4S 582 00 Expendable Items 7 0 00 0 00 Items with No Discount 8 0 00 0 00 Subtotal 2 065 60 2 000 00 Staff 9 0 00
141. protonic easyjob 4 0 User Manual protonic The instructions in this manual are for informational purposes only and are subject to change Protonic Software GmbH assumes no liability for any damage that may result from relying on the information herein The software described in this manual requires a license This manual or any portions thereof may not be copied or digitally reproduced without the written permission of protonic software GmbH protonic and easyjob are registered trademarks of protonic software GmbH in Germany and other countries Microsoft Windows XP Windows Vista SQL Server 2008 Office 2007 are registered trademarks of Microsoft Corp in the USA and other countries Manual Version 2 0 dated February 2010 Documentation for easyjob 4 0 Build 1164 Copyright 1999 2010 protonic software GmbH Frankfurter Landstr 52 63452 Hanau Germany www protonic software com protonic Contents DE 1a i TETT E ee eee 3 FS NIN EEE A A A E NA NE AN A N E E E E E E E 8 HPO UG INOW CC enea EEEE 8 EREI E E E A A A AEN A E 8 SUDDO aeaa a A A A EEEE EE EEN 8 MI UMM E EIE E TE EE A T AATA AA ET AA AEAEE E EN 8 About this Manual sass cagsecaaccasgaascensasesgesencnasec snes acces ceancereasec seco scacorecaeeaeneaceeceesecaatcausssusweesussies 8 FOW TO USEE HAI AN a E E E ER EIE OE EA ERRER 9 POGUE ial Docume WOT e ae a E E E E E E E EA 10 Basic easyjob operating CONCENL cccccccseccseccceecceeeceueceu
142. rator 09 05 2010 12 17 PM Christie CDXL 60 Administrator 09 05 2010 12 17 PM 09 05 2010 12 17 PM 09 05 2010 12 17 PM 09 05 2010 12 13 PM 09 05 2010 12 04 PM 09 05 2010 12 04 PM 09 05 2010 12 04 PM 09 05 2010 12 04 PM 09 05 2010 12 04 PM 09 05 2010 12 04 PM 09 05 2010 12 04 PM 09 05 2010 11 36 AM 09 05 2010 11 28 AM 09 05 2010 11 27 AM 09 05 2010 11 27 AM Pen ANAN A ee mee BNC Videocable 20 Carver PM 1400 2 x 700w Availability Sample Projector L Linked Associated A Linked Associated B Normal Associated B Parts List A Parts List B Normal Associated 4 Main ltem Projector M Projector S Projector S Projector XL m 4 Open the Log View 1 Click on the icon on the toolbar protonic Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator Administrator ib amd mb Q3 N9 mb mb nd d d eh ed eed eh ed I et ed et et ots 2O Oo He oOocoocnooceoeooceo oo e090 OO OC OO KF 171 Excel Data Exchange The Excel data exchange is used to import and export item lists This can be used to send an inventory list to a third party who returns the required material in the inventory list This excel file can be imported in the bill of items Please note that the first column of the import file must contain the quantity and the sec
143. rcode Artikel Seriennummer Inventarnummer Pr fdatum TestTyp SK Ergebnis Sichtpriff si3418 Studio Due City Color 1800HMI 008 07 04 09 16 20 25 VDEO702 SKIl Bestanden bestande 2513592 Projektor 8493734581 96200307984 14 12 09 19 18 47 VDE SKII Bestanden bestande F Creating workshop activities from the imported test results 1 Enter the parameter for the new activities in the Process Data group 2 After the workshop activities are created you can delete the test from the device s memory Select the option or imported devices in the group Delete Results Check the results to be transferred in the ransmit column 4 Click on S artto create the activities based on the test results 2 Activating the easytool PAT Test Integration interface 1 easyjob gt Extras gt Options 2 Select the Workshop tab 3 Enter the COM interface to which the device is connected PAT Test Integration Devic COM Port COMI protonic 112 Sales Module You can manage items to be sold with the easyjob sales orders The depth of the function is limited in comparison to project management You can insert sales and rental equipment in sales orders When the sales order is created an inventory correction is made in the master data of the used item Creating a sales order 1 easyjob Menu gt Sales gt Creating an activity Main Data The main data
144. re many ways to view current workshop activities With the Navigator easyjob Today and the Monthly Overview you can query the workshop activities on your own The reminder screen turns off automatically With the Windows Gadget you receive important easyjob information even if easyjob is not started protonic Navigator In the Navigator the various workshop activities are displayed grouped together in different categories You can define which workshop activities are displayed to meet your needs This also applies to filter settings Start 03 09 2010 00 00 Projects from Today onward Criteria Proposed Confirmed Days 30 04 09 2010 00 00 05 09 2010 00 00 08 09 2010 00 00 08 09 2010 00 00 11 09 2010 00 00 13 09 2010 00 00 13 09 2010 00 00 05 09 2010 00 00 05 09 2010 00 00 05 09 2010 00 00 06 09 2010 00 00 14 09 2010 00 00 06 09 2010 00 00 06 09 2010 00 00 06 09 2010 00 00 07 09 2010 00 00 07 09 2010 00 00 07 09 2010 00 00 07 09 2010 00 00 15 09 2010 00 00 07 09 2010 00 00 16 09 2010 00 00 08 09 2010 00 00 09 09 2010 00 00 09 09 2010 00 00 09 09 2010 00 00 10 09 2010 00 00 10 09 2010 00 00 10 09 2010 20 00 Tri State Athletic Conference CATS Revue Mercedes Product Presentation Downtown Art Exhibition Bon Jovi Tou 2007 ITC Show London Concert Days Downtown Art Exhibition ARF Closing Date Cavalier Hall CPH Cameras Cityline Football City Hall Supersonic Sounding Thomsen Sound Technology
145. rer This will automatically fill in the serial number in the device master data Creating a new device 1 Select the nventorytab 2 Click on Sevres 3 The quantity is present based on the difference between the inventory and the active devices The serial and inventory numbers can be generated automatically For this the number must be entered as a numerical value wD Create Device 122322336 W Generate consecutive Serial Numbers Generate consecutive Inventory Numbers protonic 137 Associated Items Associated items are items the are booked automatically with an item You can find a more detailed description in the Scheduling chapter Use availability for linked associated Items Ask about optional Items when booking ltem_Field_1 1007769 00 Gly Ct ee toe to Bin See Lo Cree Creator sys admin 04 09 2010 22 05 Last Edited sys admin 04 09 2010 22 07 Adding an associated item 1 Select the Assodated temtab 2 Click on Add 3 Select the item as well as the type and enter the quantity Associated Item Parts List A Ee Reference type Quantity 1 Clear assignment of parts lists and linked references You can assign the parts list devices and linked references to each device Assigning device parts lists and linked references 1 Select the Device tab 2 Open the device s context menu protonic 138 Devices Scheriules Search tes Site
146. ress Name 2 field can be used to complete the company name The salutations are managed in the master data Managing salutations 1 easyjob Menu gt Master Data gt Salutations 2 Select a salutation that you want to edit or create a new one 3 Give the salutation a name protonic 92 If you have saved multiple contacts in the address data we recommend keeping the Last Name and First Name fields empty and entering the data as a contact in the address Advanced With the advanced address master data you can enter additional personal information The distance from the address data is used in transportation planning and by the Sub Hire Optimizer New rental and sales orders are created based on the delivery address A 04 09 2010 i info abcproductios com amp Creator sys admin 03 09 2010 23 12 Last Edited sys admin 04 09 2010 18 10 il protonic 93 Address Types You can assign each address to as many address types you want for categorization purposes Based on the address type you can filter parameters in the address book faster for data export Bearbeitet Admin admin 28 02 2010 18 10 Check the box for the corresponding address type The address types will be managed in the master data Managing address types 1 easyjob Menu gt Master Data gt Address Types 2 Select the address type that you want to edit or create a new one 3 Give the address type a name proto
147. rmation Start 08 09 2010 ES Time End 11 09 200 Ea Time Calendar Days 3 Days Used 2 Rather than list the Days Used value for each number of calendar days you can create breakpoints in the curve Enter the threshold value in the Calendar Days CD column for the next break point Enter the days used to be calculated for the break point in the Days Used DU column Enter the days used in the Additional CD column that should be added to the Days Used DU after the break point for each additional calendar day A test calculator is available for testing the entries You can customize the curve scaling using the slider The example shows that after the fifth calendar day 5 days plus each additional day will be calculated at 0 5 days used The test calculator makes the following calculation 5 first 5 Calendar Days 5 0 5 the additional 5 Calendar Days multiplied by 0 5 Days Used 7 5 Days protonic 67 protonic Further examples CD Related to Invoice Total lines 1 1 1 DU 1 DU 2 1 1 DU 2 CD 1 CD 1 additional 2 DU DU 3 1 1 DU 8 CD 1 CD 1 additional 3 DU DU 5 5 5 DU 5 DU 8 5 5 DU 10 CD 5 CD 0 5 7 5 DU Additional DU If no special Days Charged prices are used in the Bill of Items then the Days Used will be listed in the Cost Planner under Days Used You can also disable the days used default entry Disabling the days used default entry 1 easyjob Menu gt Extr
148. rrent proposals click the box nclude proposals Von Friday Febuary 19 2010 Bis Thursday Febuary 25 2010 C Include Proposals Item 1007770 00 Availability Sample Inventory 13 Date ___ Avlb__ Conf Pro Sub _ Wksp Job 10 2 20 2010 12 00 AM 2 21 2010 12 00 AM lt Confirmed gt 10 0006 01 Two day Job with Item available 1 Day later 1 2 20 2010 12 00 AM 2 21 2010 12 00 AM lt Confirmed gt 10 0006 02 Two day Job 2 2202010 12 00 AM 2721 2010 12 00 AM lt Sub Hired gt 10 0006 03 Sub hired The list can also be displayed graphically For this select the Overvewtab protonic 154 GA Item Availability Von Friday Febuary 19 2010 Bis Thursday Febuary 25 2010 C Include Proposals Item 1007770 00 Availability Sample Inventory 13 2 19 2010 2 20 2010 2 21 2010 2 22 2010 2 23 2010 9 2 Sub hired Items 10 Two day Job with ltem avail 1 Two day Jo Determining overbookings Open the overbooking window to determine which items are overbooked on which day Determining overbookings for a day 1 easyjob Menu gt Items gt Overbookings 2 Select atime frame The items overbooked for the specified day will be shown in a list with the overbooked quantity protonic 155 Sunday September 05 2010 Include Proposals 4 07 0010 01 1 O7 0012 01 4 07 0012 02 1 OF 0027 01 After selecting an item you will see the jobs in which the item is used Use the context menu to navi
149. rt Exhibition lt Confirmed gt 04 09 2010 05 09 2010 ARF Closing Date lt Proposed gt 04 09 2010 05 09 2010 Cavalier Hall lt Confirmed gt Check In from Today onward Start End Job Status Incomplete Tasks Date Task Job Project 03 09 2010 ITC Show Main Item ITC Show 04 09 2010 figdfg AR Stage Mercedes Product Pre 05 09 2010 regfgdgd MA Events AKG MA Events AKG 06 09 2010 power Stageing Siemens Staging Opening easyjob Today using the easyjob Menu 1 easyjob Menu gt View gt easyjob Today Opening easyjob Today using the easyjob toolbar 1 Click on the easyjob Today icon on the toolbar Hiding and displaying workshop activities 1 Click on Customize in easyjob Today 2 Select the desired workshop activity list in the Available Data Areas and Drag amp Drop the view to the Used Data Areas 2 protonic 23 Projects in progress Jobs in progress My Projects 3 Open the context menu to customize the workshop activity list Projects in progress Jobs in progress Tentative Proposed Confirmed Sub Hired Canceled Knoxvill Nashville San Francisco Opening easyjob Today using the easyjob menu 1 easyjob Menu gt View gt easyjob Today Opening easyjob Today using the easyjob toolbar 1 Click on the easyjob Today icon on the toolbar Monthly Overview The easyjob monthly overview displays projects in calendar form Many filters can be used to customize the view proton
150. rtikel E 1 Optonaler Referenzartikel A 1 Optionaler Referenzartkel B The content of the item can be grouped in an item group 10 0003 01 Presentation Area Start 9 8 2010 End 10 13 2010 Daily Price 0 00 tems OO o W Include Parts Lists Price List Trade Shows egag S Quantity Name Discount Job Rental Price Total 1 E P0007 0 00 0 00 Parts List T Pants Let A T Parts List B Linked T Linked Associated A T Linked Associated amp 1 Normal Associated A 0 00 30 00 0 00 1 Normal Associated B 0 00 30 00 0 00 1 Optional Associated A 0 00 30 00 0 00 1 Optional Associated B 0 00 30 00 0 00 Linked associated items are displayed in connection with the main item and can be changed in the bill of items Alternatively the availability of the higher level item the availability of the linked associated items can be considered Parts lists are displayed in connection with the main item and cannot be edited in the bill of items The availability of the parts list is not considered Therefore if an item is used in a parts list it is removed from the rental inventory Standard assocated items are optionally booked with the main item in the corresponding quantity and shown separately from the main item The availability is calculated separately from the main item Optional assodated items are requested via a dialog and displayed separately from the main item The availability is calculated separately from the main i
151. s You can create purchase orders for equipment purchases and for renting equipment as well as staff and transportation You can also manually add lines to a purchase order activity Creating a purchase order manually 1 easyjob Menu gt Purchase Order gt Create Activity Creating a purchase order from a sales order 1 easyjob Menu gt Purchase Order gt Create Activity 2 Select the Purchase Ordertab 3 Click on Add Creating a purchase order from a sub hire 1 Click on the purchase order icon in the sub hire job data Main Data Supplier E Job Name Sub Rental Speedy Truss Rent 1000032 00 Job Number 10003 03 Struer Lighting Rental A Bruce Choueiri E Custom Number 171 Pier Avenue i 8691 Struer E ia E l Phone 888 649 4118 il Status Mobile Phone 288 649 4869 FI E Creating a purchase order from resource planning 1 Open the resource assignment context menu Status Freelancer Status Quantity Company Name City ResourceAssignment_Field_1 Preferred Preferred a a F411 int Jacques sur Darnetal A Edit Address Change Freelancer Status Communication b 4 a m 7 Display Addresses of qualified staff by UrChas Orden ss Createnew Purchase Orders Add to existing Purchase Order 2 Click on Create new Purchase Order or on Attach to existing purchase order Creating a purchase order from an inventory entry 1 Click on the purchase order icon in the inventory
152. s Name Weight Height Width Depth Barcode Control 1 Flight Case Standard Tuck Size 0 st 74 100000 2 Progector L 0 0 0 0 sti 782 1 Projector L 0 0 0 0 sidt42 6868768689 1 Projector L 0 0 0 0 si3643 86868768690 Control 1 Flight Case Standard Tuck Size 0 st 784 100003 1 Projector XL 0 0 0 0 sti 783 1 Projector XL ol ol ol _ojesies 29080809 Assigning items and devices to a transport container 1 Select the device of a loaded transport container protonic 183 2 Check Assign Items to this Transport Container v Assign Items to this Transport Container si3655 Flight Case Standard Tuck Size To be loaded Loaded Assigned Transport Containers k Quantity Loaded Returned Name Weight Height Width Depth Barcode _ Serial Number 4 4 0 Flight Case Standard Tuck Size 0 0 0 0 st7784 1 0 0 0 0 0 si3652 100000 1 1 0 0 0 0 0 si3655 100003 a a ee es ee 0 0 si3654 100002 1 0 0 si3657 100005 0 st7782 1 2 0 Projector L 1 0 0 si3642 6868768689 1 0 0 si3643 6868768690 1 0 Projector XL 0 st7783 1 1 0 0 0 0 0 si3651 89080809 3 Load the items and devices you want to assign to the transport container 4 End the transport container mode by unchecking Ass gn tems to this Transport Container oo Oo 0 oo o 0 oo oo 3 1 1 2 Canceling an item To exchange a device or change the quantity of a loaded item you can cancel an already loaded item Canc
153. s Job were returned Which action should be taken B Create Early Return Job E Check in Job anyway E Invoice missing Items Include Expendable Items Missing items job When creating a missing items job all unreturned items and devices are inserted in a new job You can select this action when partial amounts will be returned at a later date New Job Not all tems have been returned easyjob has automatically created a new Job for the missing Items New Check In Date Sunday Geen 12 2010 New Job Name Missing tems Job Load Demo A Next Activity Open Job Data Open Bill of Items 5 Print Delivery Note 5 Open Project Overview Select a new return date and anew name for the new job The missing items are automatically loaded in the new job and the job is checked out Early return delivery job When creating an early return delivery job all already unloaded items are added to a new job and removed from the existing job The early return delivery job receives the start date from the original job and the end date of the current day All items and devices are automatically loaded and unloaded Select this action when partial amounts are returned early protonic 186 Checking in a job Checking a job sets the job status to check in and the items and devices that are not yet unloaded remain loaded We recommend not using this option Invoicing missing items If items are not returned the missing amount can be
154. so specify for the resource type if a price should be entered separately for each line Arce per Unit or if a factor should be calculated based on the basic rate for the individual lines Factor per Unit Rate dependent on Hours worked Base Shift Differential Over Time Flex Time Calculation Price per Unit Factor per Unit From To Name 08 00 AM 00 ie o 08 30 PM 00 Ph Night work x x The rate is entered in the resource planner as follows protonic 189 From To Name 08 00 AM 3 00 Ph Normal work hours 08 30 PM 00 Ph Night work Distance Sliding scale rate With a sliding scale rate you can determine after how many hours which hourly rate should be calculated In addition you can also specify for the resource type if a price should be entered separately for each line Arce per Unit or if a factor should be calculated based on the basic rate for the individual lines Factor per Unit Name Rate dependent on Hours worked Base 0 Shit Differential Over Time Flex Time Calculation Price per Unit Factor per Unit From Hours Name 0 Normal Rate 9 Overtime The rate is entered in the resource planner as follows protonic 190 AV Engineer Staff Vehicle T
155. ssigning maintenance intervals to devices Maintenance intervals are assigned to the devices in the item master data Defining maintenance intervals for devices Open the item Select the Device tab Check the Maintenance Schedules box Select the interval you want to assign to the item ee SS The limit is displayed as the lowest threshold value of the assigned maintenance schedule protonic 107 Devices Schedules Change Lamp PAT Test Search tes Site Lyon Paris Strasbourg x Device_Field_1 0 00 a t monov B ActreDevced 8 Cem Cen C a Last Edited sys admin 04 09 2010 16 40 j Creator sys admin 05 09 2010 12 01 Viewing the workshop activity history of a device You can view the workshop history as well as the history of the BGV A3 tests for a device in the device master data Open the workshop history for a device 1 Open the item protonic 108 2 Select the Device tab 3 Select the device and click on dit 4 Select the Workshop tab A list will show all workshop activities for the device You can also edit the selected activity or create a new one ones Seiten O c The Next Service list shows when the device will be due again for maintenance Determining devices due for maintenance A list of devices that are due and overdue for maintenance can be found in the Navigator easyjob Today and Windows Gadgets in the workshop menu
156. ta 58 You can assign a fixed package price for the item package When booking the item package the item will be booked with the discounted price in the bill of items In the standard setting the item will be displayed with the discount This can be changed More information can be found in the Basis for Discount chapter protonic 74 More information about the item package can be found in the Scheduling chapter Discounting the Job total You can calculate an all inclusive price for each job The functionality was already described in detail at the beginning of the chapter and will not be further described here Job Costs In addition to staff transportation and sub hire costs additional job costs can be incurred such as accommodation With job costs you can add many additional costs to the job as you want and charge them to the customer Adding job costs to a job Select the project in the Job Costs tab Select the job Click on Add Select the job cost type name as well as the actual costs and the costs you want to invoice ENDE Job Cost Type Catering k Name Catering for the Crew Actual Cost 400 00 E Billing Rate 600 00 amp Purchase Order protonic 75 Managing job cost types 1 easyjob Menu gt Master Data gt Job Cost Type 2 Create a new job cost type or edit an existing one 3 Give the job cost type a name fa Job Cost Type Name Catering Revenue Account Rental Pr
157. tal price column Fixtures 0 2 Desist Leonardo 2Kw 0 00 Fixtures Spec 0 2 Derby 300 Watt 0 00 Dimming 0 2 Dimmerrack 24 kW 12 x 23 kW DMX 2 0 00 0 2 Dimmerrack 72 KW 36 x 2 Ki DMX 0 00 0 4 Crown 2 x 500w 0 007 Of Crown 2 x 6000 20100 ERAT 1 0 0 5 Christie CDAL 30 0 00 500 00 Amplifiers 1 0 0 5 Christe CDXL 60 0 00 500 00 1 0 2 Christie CP 2000 0 00 500 00 1 0 2 Christie CP 2000 7 0 00 500 006 1 0 2 Digital Projection Power 105X 10 000 Ar 0 00 70 00 1 0 2 Distribution Box 1 phase Camlock input 000 200E Creating special price lists for select customer types You can assign customer groups special prices for selected item and create resulting price lists You can add as many items to a price list as you want and assign it to a customer protonic PROLYTE H40V 1 Meter 20 00 E 200 00 E 7758 00 PROLYTE H40V 2 Meter PROLYTE H40V_ 3 Meter 20 00 200 00 PROLYTE H40V_ 4 Meter 20 00 200 00 Editing price lists and adding items eoD a easyjob Menu gt Master Data gt Price Lists Create a new price list or select a price list Click on Add and select an item Edit the list price in the price list Editing a price list price for an item ie eee easyjob Menu Master Data gt Items gt Classic Select the desired item Click on F alt Select the Arce tab Enter the corresponding price list price Price ists _
158. tegory 1 lt All gt T Frojector L Rental Pice 0 00 Inventory 5 Rental Inventory 5 When entering the quantity an on fly check will determine if there is a sufficient quantity of the item in stock If the item is booked to 0 the background will be colored orange MA and red if overbooked Various methods can be used to book items in a job Booking items in a job using the keyboard 1 Select the quantity and the item 2 Book the item with a or id Booking items via Drag amp Drop 1 Select the quantity and the item 2 Drag amp Drop the item on the Bill of Items Splitting an item in individual groups In addition to splitting a project into individual jobs it is also possible sub divide the items by splitting items into individual groups By default when a job is created the first group is created using the item name 10 0003 01 Presentation Area w Start 9 8 2010 End E Include Parts Lists Sub Category Quantity Returned Days Name Control 1 0 20 Main Item 1 0 20 Normal Associz 1 0 20 Normal Associz Adding additional groups 1 Click on the L button next to Group selection 2 Click on Add 3 Give the group a name You can sort the groups as you wish You can also select Print on Reports to hide the group in individual reports protonic 168 Print on Reports ltems sortable tems sortable deactivates the standard sorting for the group making it possible to sort the items within th
159. tem tem packages are booked as their own item group in a job Each item in the item package can contain its own associated items and parts lists protonic Using the various types The decision regarding which type to use must be made for each case The following table compares the various types Standard Associated Optional Associated Linked Associated Parts Lists o gt Package items lt Displayed by main item Yes EE O O Z Z O D Creation of own item group upon booking Availability can be accounted for with the main ite Can be changed as required after booking D Dialog prompt if and which items should be booke Own price and weight are considered EE lt D dp Can contain own associated items lt D U O O O O O O O O z O E O Z O lt lt D dp lt D n lt D dp Yes On Fly Check upon booking lt D dp lt D Additional booking with Drag amp Drop Yes Must be individually scanned when loading scanning Yes Yes Customizable GE O O i lt U lt D n lt D n Is displayed in connection to the main item Yes Device based assignment in the master data Yes GE O O lt D O E O Managing and booking item packages An item package is a group of different items that are used as an item list template in a job Items are grouped in item packages This makes it possible to quickly book a complete pack
160. template Printer First Page Standard r Printer Following Pages Standard ka gt Preview C File Select the printing method in the printing dialog If for example the first side of the printout should be on letterhead with the company logo and the following sides should be on white paper various printers can be selected You can also output to a printer or use it in an electronic document The electronic document can also be attached to an email easyjob uses the computer s standard email application The document can also be saved by attaching it as a reference to a project protonic 206 Document Management You can save documents for workshop activities such as projects purchase orders sales orders workshop etc A document reference can be any Windows document In order to keep the database as small as possible for quicker database queries a reference to the file is saved for the document Documents can be CAD drawings Excel tables images or PDF documents The corresponding application must be installed in the computer to open the document Document display All assigned documents are displayed in the document list a tecture JrU Bey gt Capital Production JPG prm pame yer JPG Classic Open Air jpg C Shared Classic Open Air jpg Open Air JPG C Shared Open Air JPG Rendering Stage 6 jpg C Shared Rendering Stage 6 jpg walemotess __Folcers hm Openu tamda oE elete ARAR A R
161. text menu is opened with a right mouse click as well as with the key protonic 14 03 09 2010 00 00 04 09 2010 00 00 O 0006 Tri State Athletic Conference admin 03 09 2010 00 00 05 09 2010 00 00 07 000S CATS Revue admin 03 09 2010 00 00 08 09 2010 00 00 07 0003 Mercedes Product Presentation admin 03 09 2010 00 00 13 09 2010 00 00 07 0027 admin 03 09 2010 00 00 13 09 2010 00 00 07 0028 ae admin 04 09 2010 00 00 05 09 2010 00 00 07 0008 Project Overview admin 04 09 2010 00 00 05 09 2010 00 00 07 0011 Invoice Project admin 04 09 2010 00 00 05 05 2010 00 00 07 0015 avaler He admin 04 09 2010 00 00 06 09 2010 00 00 07 0016 CFH Cameras admin 04 09 2010 00 00 14 09 2010 00 00 08 0001 Cityline Football admin Keyword filter 03 09 2010 00 00 08 09 2010 00 00 07 0007 Downtown Art Exhibition admin 03 09 2010 00 00 11 09 2010 00 00 Bon Jovi Tou 2007 Contirmed Normal Confirmed Normal Confirmed Normal Confirmed Normal Confirmed lt Proposed gt Mormal Proposed gt Normal Confirmed Normal lt Proposed gt Normal Confimed gt Normal Confirmed Normal lt Proposed gt Normal A keyword filter is available for most selections There you can enter a search term The filters search context related fields by default Therefore for a job search the Job Name Number and Custom Number will be searched Wildcards and can be used in the filter replaces the rest of a word and
162. the packing lists which quantity of items are from sub hires you can specify for each item in the bill of items from which sub hire the item should be taken Assigning sub hired items to rental items Open the bill of items Select the sub hired item Open the context menu and click on Sub hire Assignment Select the sub hire jobs for the item oe i protonic 164 tems Crown 2x 50w Quantity Job Group 1 Presentation Area Items Bill of Items The items for an individual job are assigned in the bill of items On the left side you can see the items in your stock and the right side shows the items booked in the job You can use the filter function to filter the item to be booked After selecting an item the availability is calculated for the job time frame Associated items can be booked with each item All references are displayed for the current item The toolbar in the middle displays additional functions You can always switch between the individual jobs for the project from the bill of items For a further sub division of the items you can create additional groups within a job The item list displays all items booked for the job protonic 165 2 0 x 5 wire feeder tail with Camlock and bare pigtail 4 0 x 5 wire feeder tail with Camlock and bare pigtail AKG GN 30 Antenna ARRI 4kw msr Availability Sample BNC Videocable 20 Carver PM 1400 2 x 700w Carver PM 2400 2 x 1200w
163. tion Inventory terminology Items The item is booked in sales and rental projects For clear assigning and tracking you can assign as many devices to an item as you wish Device For a clear assignment of serial number inventory number etc each item can be assigned as many devices as needed Expendable Items With the expendable items box an item is indicated as an expendable item Expendable items are calculated with the sales price and taken from the inventory upon check out Expendable items include tape or a replacement bulb Transport Container An item that is defined as a transport container will be populated with items and devices when loaded With an assignment flightcase and content labels can be printed Item Package An item package contains a series of items With the package all corresponding items are booked automatically in the bill of items Associated Items You can assign as many associated items as you want to each item The associated item is booked and added as its own line item Optional Associated Items Optional associated items are booked like associated items the difference is that the optional associated items have a dialog box that asks which items should be booked Parts Lists The part list of an item is a fixed assigned item that cannot be booked individually The parts list cannot be changed in the bill of items A parts list can include the remote control for a projector Linked Associated
164. tivity should be added to an existing invoice The customer s invoice address is active if an invoicing address has been saved for the address Bestehender Rechnung anh ngen The payment terms are taken from the sales order Invoicing missing items If your customer does not return missing items you can invoice the missing material when the job is unloaded The items are added to the invoice with the master data sales price protonic 82 Not all temes in this Job were returned Which action should be taken Create new Job including Missing Items E Create Early Return Job Project Customer Invoicing Address Seka Ci Create a Return Job C Create Inventory Transfer Include Expendable Items Entering a payment receipt You can book each invoice invoice or credit note against a bank Opening the payment receipt booking 1 easyjob Menu gt Invoicing gt Payment Receipt 05 08 2010 04 09 2010 10 0002 Cavalier Hall 04 09 2010 Ste 04092010 hount 29485106 bch Account 04 09 2010 10 000 00 4000 You can filter the invoices with the data filter By default only invoices without a Paid status are protonic displayed After selecting an invoice you will see the payments that were already booked To quickly enter the new payment the amount Ois preset Creating a payment receipt 1 Select the purchase invoice 2 Enter the payment date the amount a
165. to the supplier You can also select the supplier manually al Shure U40 UHF Reciver protonic 119 4 Click on OX Documents More information about document management can be found in the Documents chapter Tasks The tasks are used in a similar manner to project tasks More information about tasks can be found in the Project Management chapter Cost Calculation The sales order is calculated using a cost calculation fe Sales Order coe fem ManData Advanced Lineltems Purchase Orders Tasks Documents CostPlanner Purchase Invoces Here you can analyze the profitability of your Sales Order ne q 1480 00 0 008 1 460 00 E 206 00 E Total Discount Total incl Tax Creator sys admin 04 09 2010 17 15 Last Edited sys admin 04 09 2010 17 19 a The items and manual lines are added inclusive of the entered discounts and added to the subtotal The customer discount is deducted from the subtotal Click on to transfer the calculated amount to the total You can adjust the total or the discount as you wish You can also fix the discount The gross total 2 is calculated based on the tax Invoice Source More information about invoicing sales orders can be found in the Invoicing chapter protonic 120 protonic 121 Purchase Order System easyjob provides a purchase order system for managing purchase orders with your supplier
166. tomer The list is grouped by job status More information about calculating the individual numbers can be found in the easyjob Business Information Center CH 1001007 00 ABC Productions S ltl ManData Advanced Address Types Contacte Invoicing Jobs Sales Trends Items Resources Custom Felis Attachments DigiFleet Block Indicator Purchase Invoices Select a Time Frame to view Sales Trends here 30 000 00 25 000 00 20 000 00 15 000 00 10 000 00 5 000 00 0 00 10 9 2003 L 0 Confirmed Status Job Confirmed gt More statistics eveileble in the eesyjob Business Infomation Center Creator sys admin 03 09 2010 23 12 Last Edited sys admin 04 09 2010 18 10 a Items More information about the items that are supplied by this supplier can be found in the Calculation and Schedule chapters Resource More information about the resource settings for an employee can be found in the Staff and Transportation Planning chapter Custom Fields More information about Custom Fields can be found in the Getting Started chapter Documents More information about document management can be found in the Documents chapter protonic 99 Countries The country master data is used in the item together with the address as the manufacturer country The country code is used in the carnet With TAPI support activated we recommend entering the country prefix Managing
167. ttings Intervals 1st Reminder after days 100E Late Charge 2nd Reminder after O days 200E Late Charge Jrd Reminder after O days 300E Late Charge When printing all unpaid invoices are submitted Implementing invoice reminders 1 easyjob Menu gt Invoicing gt Invoice Reminders 2 Click on Startto raise the reminder status of the displayed invoices 3 Click on Print 4 Select the addresses to which you want to send an invoice reminder Revenue accounts When invoicing each invoice item is assigned to the predefined revenue account This assignment is based on the accounts assigned in the master data Revenue accounts for the individual master data Revenue accounts can be assigned to the following master data Subcategories protonic 85 protonic Raa rapier edgy Maintenance Cost Account Repair Sub Rental Revenue Account Rental Profit v Actual Costs 0 00 Billing Rate 0 00 Resources Staff Vehicle eer secunna Rates ad aea Billing Rate 390 00 E 40 00 0 00 amp Workshop Activities Invoicing Revenue Account Insurance Premiums Insurance Calculation Basis Rental Price K Percentage 25 Tax Rate E 86 Accounting interface With the accounting interface you can export the finalized outgoing invoices and credit notes and the processed payments to your accounting department The item bookings are assigned based on the cred
168. u 2 Select Insert job Moving a project If you moved the time frame for a project you can move all of the assigned scheduled items with the project protonic Project 10 0003 ABC Product Launch Start 08 09 2010 00 00 End 11 09 2010 00 00 Start 00 00 Ee End E 11 09 2010 00 00 Time What would you like to move Schedule Tasks V Resources Keep current Resource Status C Change Resource Status to Preferred All scheduled items are moved based on the new start date If staff and transportation has already been assigned to the project the assignment can be reset to Preferred Moving the time frame for a project 1 Open the Project tab context menu 2 Select Move project Changing the order of the jobs The job tab is sorted on the basis of its order of issue Jobs can be resorted for a better overview Changing the order of the jobs 1 Click down on the job and hold down on the mouse key while moving it gl cage Dinner Evert lea fl Sage Dinner Eveni Sub Rental Speedy Truss Rent Delivery Address Venue Hiding and viewing shadow copies and jobs The shadow copy function makes it possible to create a complete copy of a job This can be useful to store an older version of a proposal The shadow copy is automatically hid for a better overview Displaying and hiding jobs 1 Open the project tab context menu 2 Select the jobs you want to view hide O Stage Dinn
169. ue2 Valuel gt Value2 Valuel lt Value2 Value1 lt Value2 Valuel Value2 Valuel Value2 Valuel Value2 Value1 amp Value2 Value2 0 Preview ltem Rental Inventory gt 0 3 Select Value 1 from the list 4 Select the Operator 5 Select Value 2 6 Add the filter to the current formula with Add 7 End the dialog with OX Disabling the filter 1 Click on the filter symbol 10 Rentallnventory 4 4 2 Select Disable Activating the filter protonic protonic Click on the filter symbol Filter1 Select the desired filter from the list Colors For a quick overview of the status of jobs projects staff and transportation colors can be assigned to the statuses 07 0016 08 0003 CPH Cameras Paul Smith Event 07 0017 Siemens Staging 07 0018 Theater Days 07 0019 Smith Boat Cruise 07 0020 Hearts Aflame The individual colors are defined for the entire easyjob environment in the easyjob program settings Defining the status colors 1 easyjob gt Extras gt Options gt Tab Projects obs Resources 2 Select the desired color Status Colors Proposed J Confirmed L Canceled L Menu and Toolbar You can navigate the program using the easyjob menu and the easyjob toolbar i easyjob 4 0 is licensed to protonic software GmbH File View Item Projects Multi site Purchase Order Sales Workshop DigiFleet Invoicing Controlling Master
170. unctionality is also available in other lists such as a Bill of Items A Lamp CP 62 1000w Se 50 Dimming 1000076 00 MA Grand MA Lighting Console 9 9 Amplifiers 1000693 00 Manfrotto 171U 6 6 Stands 1000667 00 Manfrotto Wind Up black Z 2 Stands 1001257 00 Martin MAC 2000 0 0 Moving Lights 1000166 00 Martin Rebocolor Pro 400 0 0 Moving Lights EE Medium Duty 0 50 Select the entry and click again on the desired column You can access the edit mode using the function key E on the keyboard Editing multiple entries The Edit Multiple Entries feature can be used to edit multiple selected entries at the same time The Edit Multiple Entries feature is available for a bill of items as well as for invoice item lists Editing multiple lines at the same time 1 Select the entries you want to edit 2 Open the context menu with the mouse or keyboard 1000166 00 Martin Robocolor Pro 400 0 0 FISSION Wedium Buy 50m 1000584 00 Medium Duty 1 00m a ie Medium Duty 2 00m Change Inventory 1000586 00_ Medium Duty 300m MEMAR ma 00 Medun Duy 400m eames TI 0028 00 Medun Duy 500 a one 00 Duly Comer Block 1000147 00 Medium Duty Sleeve Corer Block s 2 Select Edit Entries 4 Select the column you want to edit and enter the new value Process cell content Cam Wi New Value 30 5 Confirm with OK Context Menus Within the list view you can open additional context related functions using the context menu The con
171. ventory and pinche ee a o Resi aon SuRenial Go Assout OK Use the me buttons in the subcategory view to sort within the current level protonic 129 Item A series of properties are assigned to each item Creating a new item 1 easyjob Menu gt Master Data gt Items gt Classic 2 Click on Add Main Data Expendable Items and Transport Containers were already explained and will be further described in the Scheduling chapter The Print on Reports box is a variable for customized reports You can query the variable in reports in order to hide an item from offers and print it on the delivery note To prevent small parts from appearing at the top of statistics for example booking rate you can hide certain items More information can be found in the easyjob Business Information Center manual 1001105 00 Shure U2 UHF Beta 58 xn Main Data Prices Inventory Devices Associated Jobs Alternatives Usage Repors Supplies Custom Fields References Images Attachments Purchase Invoices Enter general information about Items here General Information Expendable Item 7 Transport Container Print on Reports V Do not use in statistics Item Number 1001105 00 Custom Number 10abc Item Name Sub Category Microphones Owner Paris z Inventory 8 Used in Parts Lists 0 Rental Inventory Notes Microphones Weight Width Height Depth Stock Location Country of origin Apparent Power Real Power
172. width is defined in the settings based on the widest entry The width settings can be changed manually The settings are saved for the local user in the Windows profile Displaying and hiding columns 1 Open the context menu in the column heading Jobs From 03 09 2010 V Proposed C Canceled To 03 10 2010 V Confirmed E Sub Hired Keyword PO Y Site Customer Number 07 0003 01 AR Stage Project Number 07 0027 01 ITC Show 07 0028 01 London Cor 07 0001 01 Main Items Project Name 07 0006 01 Seide q F 07 0005 01 The Win 07 0007 01 Wenz Soun Custom Number 07 0008 01 Art Exhibitic 07 0015 01 Cavalier Ha v Status Project Custom Number Number Days Used y Check Out Date v Check In Date v Return Date Out In 07 0013 01 Technology 07 0018 01 Theater Day 07 0010 01 Thomsen S Notes 08 0002 01 Big Show Site 08 0003 01 Paul Smith 07 0023 01 CPH Videy Return Site 07 0014 01 GE Product Progress 07 0024 01 City Bank Presentatio IKA Optimal Column Width 10 0003 02 Stage Dinner Event lt Proposed gt 08 09 2010 07 0026 01 BMW Presentation lt Proposed gt 09 09 2010 07 0025 01 Cutltue Arena lt Confirmed gt 09 09 2010 07 0022 02 Entrance Area lt Confirmed gt 10 09 2010 Total 2 Select the desired column Manually customizing the column width Name Status Check Out Date 09 09 2010 09
173. workshop order Creating and editing invoices Addresses and invoice items are copied on the basis of the master data Changes to the invoice only affect the current invoice and do not update the master data Invoice ABC Product Launch 10 0001 Main Data Address Invoice Number 10 0001 Custom Number Salutation Dear Madam Date MOo2zn0 Name 1 ABC Productions Tax Type Tax A Name 2 Reminder Status Sreet High Street 123A m mms a TOO ee Payment Rect 000e E Pai Camy ine Title ABC Product Launch Debitor I D Tax I D voice lems Advanced RTF Fils Payment Resint Unit Price ABC Product Launch Desist Leonardo 2Kiw Fixtures Speci Derby 300 Watt 11 00 amp Dimming Dimmernrack 24 kW 12 x 2 3 ki DMX 2x16pin Soot 29 00 E Dimming Dimmerrack 72 Ki 36 x 2 Kiv DMX Amplifiers Crown 2 x 500w Amplifiers Crown 2 x 600w Projectors Christie CDOXL 30 Projectors Christie CDXL 60 Projectors Christie CP 2000 Projectors Christie CP 2000 7 Projectors Digital Projection Power 105X 10 000 ANSI Lumens es Terms of Payment Pre paid by credit card Tax 4 718 958 Total incl Tax 29 555 54 se Saou ae Game aa Creator sys admin 04 09 2010 17 10 Last Edited sys admin 04 09 2010 17 10 au Creating a new invoice 1 easyjob Menu gt Invoicing gt Create Invoice Editing a purchase invoice line item You can edit a purchase invoice line item within a list or via a dialog
174. xport in the options All items in stock will be displayed in the inventory list with the calculated inventory amount Basis of Computation Inventory Inventory minus used in parts lists In circulation The quantity of items that are currently in confirmed jobs The quantity available in stock protonic File Se Ss peu Ga ions ltem Number Custom Number Export Import The First line contains Field Names Show Devices 4 O 55 6 i ote ape Nene in fie Sioen La 1000032 00 Moving Lights VL1000 ERS Luminaire 1000040 00 Trussing Pipe F 1000057 00 Stands Gente 5T 25 25 crank up lift 1000059 00 Special Effects Rosco 1000 Fogger 1000062 00 Fixtures Desisti Leonardo 2Kw 1000064 00 Moving Lights VL3000 Spot Luminaire 1000073 00 Spots VL3000 Wash Luminaire 1000074 00 Power Cable 4 0 x 5 wire feeder tail with Camlock and bare pigtail 1000075 00 Power Cable 2 0 x 5 wire feeder tail with Camlock and bare pigtail 1000076 00 Amplifiers MA Grand MA Lighting Console 1000108 00 Fixtures Specialty Derby 300 Watt 1000131 00 Playback Devices Technics SL 1710 MK II 1000143 00 Mixing Consoles Dynacord Powermate 1000 2 x 500 1000145 00 Stands STAGEMAKER M101008m1 1000146 00 Stands STAGEMAKER Controller REPRM 1000147 00 Trussing Medium Duty Sleeve Corner Block 1000166 00 Moving Lights Martin Robocolor Pro 400 1000169 00 Fixtures PAR 64 CP60 6 lamp bar 1000770 00 Fixtures PAR 64 CP61 6 lamp bar 1000171 00 Fixtures P
175. you can not clearly identify the device select the Load Device function Click on Load Loading a device through item selection 1 2 protonic Select an item from the item selection Select the desired device Devices that have not been unloaded from other jobs are displayed with a red background and cannot be loaded 182 3 Click on Load Loading items from the bill of items 1 Select the item from the bill of items 2 Double click on the entry or click on Load Loading an item or device from the barcode field 1 Select the barcode field 2 Scan the item or the device barcode When overloading or loading unscheduled items the following will appear The Item Main ltem is not scheduled in this Job Are you sure you want to load it Schone 0 Loaded 0 Additional quantity ae Date Avlb 9 9 2010 9 10 2010 Here you can decide if the item should be loaded or if the process should be ended Assigning a transport container The assignment of the transport container content make it possible to print a list of which items devices are in which transport container You can assign devices and items to transport containers Due to the clear assignment the transport containers must be loaded as a device An item is defined in the master data as a transport container Assign Items to this Transport Container s13655 Flight Case Standard Tuck Size To be loaded Assigned Transport Container

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