Job Commercial

Overview

Job Commercial document is used to track a job's commercial-related matters. This is usually used by contract team or accounting team.

Below is explanation on what each field in Job Commercial document means. Words in squared bracket indicate the data type for the field.

Main Job ID [Text]
This field accepts text input and is used to record the unique identifier for the main Job ID.
Client [Selection]
This field allows for selection from a predefined list of clients or organizations. It helps identify the party for whom the contract is being executed.
Contract Status [Selection]
Another selection field that indicates the current status of the contract.
File Type [Selection]
A selection field specifying the physical type of document or file associated with the contract.
File Date [Date]
This field records the date when the physical contract-related file was created.

Job Operations [Complex]
The entries for all related Job IDs created in Job Operation documents associated with this Job Commercial.
- Fields:
  - Job ID [Text]
    The Job ID related to this delivery order.
  - Job Status [Text, Read Only]
    Status of the Job Operation with the Job ID. This field is automatically updated with the same value as the related Job Operation.
  - Tag Number [Text, Read Only]
    Tag Number of the Job Operation with the Job ID. This field is automatically updated with the same value as the related Job Operation.
  - Closed [Checkbox]
    Indicates that this job's commercial part is complete. Tick this when the job is completed from both operation side and commercial side.

Delivery Orders [Complex]
The entries for related Delivery Orders that can also be associated to specific Job ID. When a reference is added in the Job Operation, an entry is automatically included if the Job Operation is linked with the Job Commercial document.
- Fields:
  - Job ID [Text]
    The Job ID related to this delivery order.
  - Delivery Order Number [Text]
    The Delivery Order's reference number.
  - Delivery Order Date [Date]
    The Delivery Order's date.

Quotations [Complex]
The entries for related Quotations that can also be associated to specific Job ID.
- Fields:
  - Job ID [Text]
    The Job ID related to this Quotation.
  - Quotation Number [Text]
    The Quotation's reference number.
  - Quotation Date [Date]
    The Quotation's date.
  - Quotation Submission Date [Date]
    The date the Quotation was submitted to the client/customer.
  - Quotation Value (RM) [Number]
    The total value of the Quotation.

Purchase Orders [Complex]
Purchase Orders for the related Job ID. The entry for this table is linked with Job Operation W/O @ P/O @ R/O table referenced by the Job ID.
- An entry from Job Operation is also added in this table, highlighted in yellow and requires validation. Validation can be done by editing the row (click on the pen icon at the right side) and tick on Validated (must Save the Job Commercial afterwards). A validated entry will no longer be able to be modified or removed from Job Operation document.
- An entry from Job Commercial is automatically validated by default and is added to Job Operation for reference. A validated entry will no longer be able to be modified or removed from Job Operation document.
- Fields:
  - Job ID [Text]
    The Job ID related to this Purchase Order.
  - Purchase Order Number [Text]
    The Purchase Order's reference number.
  - Purchase Order Date [Date]
    The Purchase Order's date.
  - Purchase Order Value (RM) [Number]
    The total value of the Purchase Order.
  - SN Date [Date]
    This field captures the date related to the Service Note.

Invoices [Complex]
The entries for related Invoices that can also be associated to specific Job ID.
- Fields:
  - Job ID [Text]
    The Job ID related to this Invoice.
  - Invoice Number [Text]
    The Invoice's reference number.
  - Invoice Date [Date]
    The Invoice's date.
  - Invoice Value (RM) [Number]
    The total value of the Invoice.
Invoice Total (RM) [Number, Read Only]
Total value of all unique Invoices in Invoices table. This is automatically calculated by the system.

Payments [Complex]
The entries for related Payments that can also be associated to specific Invoice listed in Invoices table.
Fields:
- Invoice Number [Text]
  The Invoice number being paid by this Payment.
- Payment Reference [Text]
  The Payment's reference number.
- Payment Date [Date]
  The Payment's date.
- Payment Value (RM) [Number]
  The total value of the Payment.
Collection Value (RM) [Number, Read Only]
Total value of all unique payments in Payments table. This is automatically calculated by the system.
Outstanding Value (RM) [Number, Read Only]
Total outstanding value for this Job Commercial. Outstanding value is the difference between Invoice Total and Collection Value. This is automatically calculated by the system.

Estimated Collection Date [Date]
Estimated date when payment collection can be done.
Actual Collection Date [Date]
Actual date when payment collection was done.

Contract Remarks [Text]
Any remarks or additional useful information from contract team to put related to this job.
Accounting Remarks [Text]
Any remarks or additional useful information from accounting team to put related to this job.

Collection Date Difference (Days) [Number, Read Only]
Duration between Estimated Collection Date and Actual Collection Date. This is automatically calculated by the system.

This tab shows other documents related to this Job Commercial.