Job Viewer

 

Window Details

Navigation

Overview

Fields

 

How Do I...

 

 

Search for PDF Documents

E-mail or Fax All Undelivered PDF Documents

E-mail or Fax PDF Documents

Move PDF Documents to Another Location

 

Related Topics

 

 

Paperless Office Options

Search for PDF

Job Masterfile Maintenance

Electronic Delivery

Job Masterfile Inquiry / Job Masterfile History Inquiry

Move PDF Documents

Form Types in Paperless Office

Job Billing Data Entry

Customer Viewer

 

 

 

Navigation

Access this window using one of the following methods:

The Paperless Viewer button is available only if forms are set up for the current company (or all companies) and the Job Cost module (or all modules) in Paperless Office Form Maintenance.

Overview

Use Job Viewer to view, e-mail, fax, move, or delete job cost invoices stored as PDF documents. Job Viewer displays job cost invoices entered in Job Billing Data Entry only. This task does not display job invoices entered in the Accounts Receivable or Sales Order module. You can filter the PDF documents displayed by invoice date or search for a PDF document using additional criteria.

Note In Paperless Office Options, you can specify whether to automatically display all documents in Customer Viewer when it is first accessed. This check box also controls whether documents are automatically displayed in Job Viewer. If you do not specify to load all documents when the viewer is first accessed, documents are loaded only after you enter selection criteria and click Refresh.

Fields

 

Job No.

Source

Customer No.

PDF Created

Form Type

Acctg Date

Invoice Date From

Updated

To

PDF Location

Invoice No.

PDF Exists

Invoice Type

Sent

Inv Date

User Logon

 

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