JC Job Management window: History tab
This tab is read-only and displays the posted transactions related to the job. You can click on the column headings to sort the grid.
Tran Date
This column displays the date of the transaction.
Reference Number
This column displays the reference number you entered for the transaction.
Tran Type
This column displays the type of transaction.
Phase
This column displays the phase for the transaction.
Cost Code
This column displays the Cost Code.
Cost Type
This column displays the Cost Code type.
Module
This column shows the module in which the activity was posted.
Description
This column displays the transaction description you entered.
Units Produced
This column displays the units produced you entered in the transaction.
Actual Cost
This column displays the total cost of the transaction.
Payments Received
This column shows any money that was received from a customer on an invoice.
Transfer To/From Job
This column shows if the transaction was transferred to or from another job.
Filter Icon
The following options are available when you click the funnel-shaped filter icon at the top of the columns. Some columns have different filter options based on the column type.
No filter
Select this option if you want to remove a filter from the grid data.
Equals
Select this option to filter the grid by a specific value. Click the field to the left of the filter icon and enter the value that you want the filter to equal.
Not equal to
Select this option to show everything in the grid except a certain value. Click the field to the left of the filter icon and enter the value you don’t want to see in the grid.
Contains
Select this option to show any data that contains the sequence you enter. Click the field next to the filter icon and enter an alphanumeric sequence you want to show in the grid.
Does not contain
Select this option to show any data that does not contain the sequence you enter. Click the field next to the filter icon and enter an alphanumeric sequence that you don’t want to see in the grid.
Greater than
Select this option to show everything in the grid greater than a specific value. Click the field to the left of the filter icon and enter the value that you want all numbers in the grid to be greater than.
Less than
Select this option to show everything in the grid less than a specific value. Click the field to the left of the filter icon and enter the value you want all values in the grid to be less than.
Greater than or equal to
Select this option to show everything in the grid greater than or equal to a specific value. Click the field to the left of the filter icon and enter the value you want all values in the grid to be greater than or equal to.
Less than or equal to
Select this option to show everything in the grid less than or equal to a specific value. Click the field to the left of the filter icon and enter the value you want all values to be less than or equal to.
Is null
Select this option to show all records that have a blank field in this column.
Is not null
Select this option to show all records that have information in this column.
Starts with
Select this option to show any data that starts with the sequence you enter. Click the field next to the filter icon and enter an alphanumeric sequence you want all data in the grid to start with.
Ends with
Select this option to show any data in the grid that ends with the sequence you enter. Click the field next to the filter icon and enter an alphanumeric sequence that you want all data in the grid to end with.
Between
Select this option to open the
Select Filter Range window. In that window, you can set a filter to only show data between two values.
Not between
Select this option to open the
Select Filter Range window. In that window, you can set a filter to only show data that falls outside of two values.
Custom
Select this option to open the
Select Filter Range window. In that window, you can set a custom filter.
Published date: 10/20/2020