...

Merge • Automate • Validate • Audit

Create Job Num

Return to Apps list

Customizable job number

This app creates a Job Number in the 3-5 Accounts Receivable screen.

Setup:

  1. The Salesperson and all Sage required fields must be entered on the 3-5 Accounts Receivable screen before clicking the zMaxOneClick app.
  2. The Salesperson employee number cannot be more than two digits.
  3. The zMaxOneClick app must be clicked before the job has been saved. Once saved, the job number cannot be changed.

Steps:

  1. Open the 3-5 Accounts Receivable screen.
  2. Enter all required fields and the Salesperson employee number into a new 3-5 Jobs record.
  3. Before clicking save, click on the zMaxOneClick app and choose Create Job Num.
  4. Save the record.
Apps List Custom Apps

Story:

Joe Contractor's company wants the Salesperson's employee number to be in the job number. This way they can look at the job number and know who the Salesperson is without having to look in the system.

Process:

This app creates a Job Number in the 3-5 Accounts Receivable screen.

Return on Investment:

Now they do not have to spend time looking up the next job number or worry about entering the incorrect number. The job number is created at the click of the zMaxOneClick app.
Return to Apps list