JC Job Sheet/Quote Designer

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Use the JC Job Sheet / Quote Designer to design Job Sheet and Job Quote layouts. Job Sheet and Job Quote are based on the same data files. You can design your own job sheet or quote or open and modify an existing job sheet or quote design. To design a job sheet or quote quickly, start with an existing layout and modify it.

Full report design facilities including MaxBasic are available.

The JC Job Sheet/Quote Designer is based on the Report Designer and has similar functionality.

Usually a job sheet or quote consists of:

Header band showing details of the job, customer and order number.
Repeating Detail band for lines, and
Footer band for totals.

Iterators are available to create sub-sets of records. Iterators can be applied to Bands to filter records shown in a band. Iterator objects allow setting of the SortBy property in the BeforeReport code.

Name	Iterators filter records the shown in the report. Available Iterators are: Description - for Job Description. Information - details from the information tab for the job. Lines - estimate lines for the job.
Bands	The Bands in the report to apply the iterator to.
Sort Order	Optionally select fields to sort records in the iterator.
Filter	Optionally select fields to further filter the iterator.

Objects available in addition to standard objects are:

Contact	Fields from the Customer Contact records. Contact specified, object is populated with the information associated with the document. No Contact specified, object is populated with the primary contact information (if specified).
Customer	Fields from the Customer record.
Description	Fields from the Job description records.
Estimate	Fields from the estimate line records.
itDescription	Properties for the Description iterator.
itInformation	Properties for the Information iterator.
itLines	Properties for the Lines iterator.
Job	Fields from the Job record. DescriptionText property gives access to the Job Description.
Product	Fields from the Product specified in the estimate line. The InformationText property gives access to the product's information.
ProductQty	Fields from the quantity for the Product.

Sample JC Job Sheets / Quotes are provided with the Accredo Server Install, and are also available on the Accredo website. Sample JC Job Sheets / Quotes include:

JCJobSheet.pfd - standard JC Job Sheet.
JCJobSheet_NoWrap.pfd - JC Job Sheet without word-wrapped narrative lines.
JCQuote.pfd - standard JC Quote.
JCQuote_NoWrap.pfd - JC Quote without word-wrapped narrative lines.

To use documents downloaded from the website, ensure your document designer is the latest version.