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Job Management

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Tag: Job Management

  • 1
    Add the ability to define a default shipping class by customer
    1 year ago
    Loretta
    submitted0
    Add the ability to define a default shipping class by the customer which will then default to all ship-to records entered for that customer’s jobs. Currently, the shipping class defaulting to the sh... Read more...
    Job ManagementMonarch
  • 1
    Add the job quantity to the PrintFlow links and Schedule data page
    1 year ago
    Loretta
    submitted0
    Add the job quantity to the PrintFlow links and Schedule data page to show the job quantity. I find myself having to click between Job Planning Specs and General Data page to understand the job's quan... Read more...
    Job ManagementMonarch
  • 1
    iplan job from foundation give optional choice to set Job to inactive
    1 year ago
    Loretta
    submitted0
    Job Status setting within Monarch Foundation > Job Management Options> Job Status if Credit Limit Exceeded set to ‘‘Give option to set Job to inactive’ and by design there, job comes from iplan ... Read more...
    iPlanJob ManagementMonarch
  • 1
    Jobs - PrintFlow Links page - have the ability to link multiple tasks at one time
    1 year ago
    Loretta
    submitted0
    When on the jobs - PrintFlow links page have the ability to link use a multiple select to link a task to many tasks without clicking on the add link button each time.
    Job ManagementMonarchPrintflow
  • 1
    JOB Import option
    1 year ago
    Loretta
    submitted0
    The following fields are missing in the JOB import option - 1. Last Estimate No. 2. Estimate Quantity 3. Product Division 4. JOB description The current JOB job description field is used for po... Read more...
    Job ManagementMonarch
  • 1
    Cost Sheet Print
    1 year ago
    Loretta
    submitted0
    Absolutely love the new feature that allows you to add cost sheets to print by Invoice Batch. Could another enhancement be made to do the same thing but for a Job Closing Batch?
    Job ManagementMonarch
  • 1
    Add sub-job checkbox on Mailing Data page in job
    1 year ago
    Loretta
    submitted0
    The client uses sub-jobs for mail drops and wants to see total postage requests, deposits, and usages for the entire job on the mailing data page. However, the 'Include Sub-jobs' checkbox doesn't appe... Read more...
    Job ManagementMonarch
  • 1
    Easier way to have shipping charges create Material Trans
    1 year ago
    Loretta
    submitted0
    When a Shipment is made in Foundation, and the Shipped box has been checked, you cannot later go back and uncheck the Shipped box to edit pricing information. You can do it, but the pricing informatio... Read more...
    Job ManagementMonarch
  • 5
    Suggestion for Job Ship to Data Build
    1 year ago
    Loretta
    submitted0
    Users build ship-to records from the customer master, but from the Jobs > Ship To Data page, they must open each line to edit the information. This process is cumbersome and time-consuming; the cli... Read more...
    Job ManagementMonarch
  • 5
    Don’t default promised and ship by dates from parent job when merging estimate to subjob.
    1 year ago
    Loretta
    submitted0
    Don’t default promised and ship by dates from parent job when merging estimate to subjob. Subjobs never have the same dates as parent and client is always having to change. If they forget it affects... Read more...
    Job ManagementMonarch

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