Job Ticketed Green Checkmark

Overview

The “Ticketed” status on a job in ERP indicates to an accountant that the job ticket has been fully filled out by the crew and the job ticket is ready to be turned into an invoice. The requirements for when a job should have this “ticketed” status can vary from company to company, so we have changed the logic of this status to reflect the “required” fields of a job ticket.

Specifics

At the top of ERP go to Company → My Company → On the Go! Settings → Job Ticket Settings → Advanced(1) you will see all the fields that are available to be required. There is a default Required Field(2) setting for every customer. This default will stay the same after the release of this feature. There is also the auto-sync setting controlled by a checkbox(3) and a checkbox to enforce manual ticket transmission(4). 

Fig.1

Post-Job Signature and Volume used to be automatically “Required” fields by our back-end system. The ticket was thus not considered ticketed and the green checkmark would not show up in an image such as below if those fields were not filled out.

Fig.2

Those rules have been changed and no fields are “Required” by the back-end anymore for any HV Databases. Instead only the fields designated by the ERP admin in Figure 1 as “Required” will be fields that the operator will need to fill out on ROTG to fulfil all of the “Ticketed” requirements and receive the green checkmark in Figure 2.

Below are examples of how this functionality works when the job ticket must be transmitted manually versus when it is constantly “auto-syncing.”

Transmit Ticket:

Auto-Sync: