Understanding the Document Line Checker Notifications
The line checker is a column found in the Lines Sub-Page of the Jobsheet, Sales Quote, and Sales Order. It provides warnings regarding any Item or Labour added to the lines, ensuring the user is alerted to any errors, warnings, or relevant information associated with the added item or labour.
In this article, we will look at what they actually mean and the implications of posting the document:
| Icon | Description | Implication to Posting Jobsheet |
|---|---|---|
| 🚩 | The red flag icon appears when: 1. Item stock levels are insufficient. 2. Labour line resource information is missing. 3. The slider Prevent Posting if Unit Price is Less or Equal Than Cost is enabled*. |
Prevents document from posting. |
| ⚠️ | The triangle warning icon appears when: 1. The Line Amount of an Item or Labour in a line is less than or equal to zero. 2. The Unit Price of an Item is less than or equal to the Unit Cost. 3. An item appears in more than one document lines. |
Doesn’t prevent the document from posting. |
| 🔁 | The Anticlockwise Downwards and Upwards Open Circle Arrows icon appears when there is a substitution available in the system for the item. | Doesn’t prevent the document from posting. |
| ℹ️ | The information icon, appears when there is more than one information available to display. | Doesn’t prevent the document from posting. |
| 📦 | The package icon appears when the parts ordered from the Jobsheet have been received in the system. | Doesn’t prevent the document from posting. |
Prevent Documents from Being Posted if an Item is Being Sold Below Cost*
When the Prevent Posting if Unit Price is Less than Cost slider is on the warning ⚠️ is changed to a Flag 🚩 and documents are prevented from posting. To enable the slider:
-
In the top right corner, choose the
icon, enter Service Mgt. Setup GH, and select the related link.
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Under General FastTab, enable the Prevent Posting if Unit Price is Less or Equal Than Cost slider.
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To enable the same for Sales Quote and Sales Order, choose the
icon, enter sales & receivables setup, and select the related link.
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Enable the Prevent Posting if Unit Price is Less or Equal Than Cost slider.
Line Checker in Technician Jobsheet
The Technician Jobsheet allows the technician to see notification about Item Unavailability as well as whether a substitute for the item exists. The following is how the notification appears and what the technician should do to view it:
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If a line has a notification in the line checker, the icon appears in the Show Document Lines action, and when clicked, it displays the lines with the notification in italic and bold for the Item No., as shown below.
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When the technician selects the line with the italic and bold Item No., they will now see the icon notification on the Check field. The technician needs to click on the icon to find out what the notification is about.
