Job

To add new, edit existing, or delete jobs, select Maintain | Job. A window similar to the following will appear.

Job Items

The Job Items table is used to select materials, ordered quantities, special rates, location, and direction. Special rates will be used to calculate charges and freight fees during a transaction.

To add items to a job, click the Items tab. A table similar to the following appears.

Add a New Item

To add a new Item, click the Add New button. A blank form appears.

General

Material

Select a material from the Material drop-down list.

Location

Select a location from the Location drop-down list. Locations are used to help maintain items with different rates at multiple locations. DataSync will synchronize data to only the selected locations. A record is created for each location. When (All) is selected only one record is created. The item and all of it's settings will be synchronized to every location.

Direction

The Direction flag is automatically set to the system default direction. Interact uses the direction flag to determine how a stored truck tare should be used. When set to Outbound, Interact will use stored tare weights as the Inbound weight and the Gross weight will be used as the Outbound weight. When set to Inbound, Interact will use stored tares weight as the Outbound weight and the Gross weight will be used as the Outbound weight.

To change the material direction, click the drop-down arrow to the right of the Direction field to change the selection.

Units

To change the default Unit of Measure (UOM), click the drop-down arrow to select the UOM from the list. All Freight, Freight Payable, and Material rates must be entered in the selected UOM.

Do not change the UOM when material inventory is in use. Doing so will result in inaccurate inventory numbers and error messages.

Inactive

When checked, the selected item is set to Inactive. It will not appear in any drop-down lists on other screens.

Totals

Interact will track the running and daily totals of each job item to date. The Loads field tracks the number of loads delivered for each item. The Ordered field is used to store the amount of an item ordered. Use of this field is optional. The Delivered field is the total amount of an item delivered to date. The Remaining field is the difference between the Ordered amount and the Delivered amount.

When an Ordered amount is entered additional features become available. When the Ordered amount has been exceeded the operator processing attended transactions will receive a warning message. The operator can choose to continue processing the transaction or cancel it. At sites where email is available Interact can email a list of people when the ordered amount has been exceeded.

Printing Totals on Tickets

Totals can be printed on tickets. See Ticket Keywords for a list of available options.

Things to remember

Totals reflect each job item and should not be used to track truck load count and delivered quantities. Interact tracks truck load and quantity information separate from job items. Different ticket keywords are available for printing truck loads and delivered quantities on tickets.
Load count and delivered quantities are NOT stored with the transaction. This is intentional to maintain database integrity. Reprinted tickets using job item keywords will reflect the most current load and delivered quantities. The load and delivered quantities will be accurate at the time of transaction.
Job totals are adjusted when a ticket has been edited or voided.
DataSync may affect the load count and delivered quantities when a job item location is set to (All). When DataSync has not had an opportunity to process between transactions the load count and delivered amounts may be the same when the same job and job item has been processed at multiple sites. To avoid this issue, AWS recommends adding the item separately for each location. Edited and voided tickets may still affect load count and delivered quantities but are less likely.

Freight Rates (In UOM)

Freight rates can be entered in the selected Unit of Measure or as a Per Load fee. To use the per load option, check the Per Load box. Enter both the Freight and Freight Payable amounts as a per load fee.

The check box Use this Freight Rate must also be checked to process transactions using the rates entered. If the box is not checked, or Freight and Freight Payable values are $0.00, the Freight Table found in the Accounts can be used. The operator must select a "zone" from the available drop-down list while processing a transaction in the Weigh form.

Use Material Rates from the Selected Price Table

When checked charges will be calculated using the rate from the Default Price table selected for the job. The custom job rates section will not be available.

Default Price for Job Item

The Use Material Rate from the Selected Price Table can be set as the default setting for New jobs in the Setup | Configure - Jobs table

Rates (Incoming and Outgoing)

Enter special rates for this job item. When active a field to enter special rates for each Price Component will appear. The Per Load check box is used to assign a flat rate per load when this job and this item is selected during a transaction. To turn Per Load on, check the box.

Check the Taxable box when taxes need to be calculated for the material. Taxes for the item will be calculated if the Job Tax Code is not set to Tax Exempt.

If taxes should be getting calculated and are not, double check the flag in the Price Table. The Price Table includes an option to set the material as taxable or non-taxable.

The Discount flag can be set to provide a discount during the time of transaction. When this feature is in use, check the box to apply the discount at the time of transaction. Leave unchecked to ensure a discount is not calculated. Additional information about the Immediate Discount feature can be found under Setup | Configure | Standard Terms.

Click the Save Changes button to continue.

To undo any changes, click the Undo Changes button.

To delete an Item, select the item from the list or use the search field and click the Delete Record button.

An Item cannot be deleted from the database if it is associated with a record in another table; such as the transaction table. it is best to set the item Inactive.

Additional Price Table Information

Additional features regarding price table and rate defaults can be found in Setup | Configure - Jobs.

Default new Job and Quote items to use rates from the selected price table.
Ignore the default job price and use rates from the location's default price table.

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