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These contain all of the lists in the system.  They allow you to add and manage the static lists available when processing transactions in Chase.

You can configure the business rules and production rights associated with the lookup codes, for example when the Job status is in a Closed status, then no transactions can be processed, and no documents can be created on the Job bag. 

And you can prevent unauthorised Users from activating processes that could adversely affect the outcome of business transactions. 


 Screen layout

Lookup Codes – Job Status screen


 Field Help

Columns

Description

Lookup

The Lookup column displays the name of the status.

Processed As

Allows you to select if the new custom status will work the same as one of the default job statuses.

Can Change To

To indicate the access right that can change the status of a Job to the selected lookup status.

Can Change From

Indicate the access right that can change the status of a Job from the selected lookup status to any other status.

List Order

Enter a number to indicate in which order the selected lookup status will appear in the Status field on the Job Bag.

Alt Ref No

Enter an alternate identification for the Status.

Allow Text Docs

The User can create or edit any text document, such as a brief or amendment on a Job. The User can only do these things if they have the appropriate permissions.

Allow CE/PO

The User can create or edit a Cost Estimate and/or Purchase Order on a Job. The User can only do these things if they have the appropriate permissions.

Allow Invoice

The User can create, edit and process invoices on a Job. The User can only do these things if they have the appropriate permissions.

Allow Time

Check this for the User to log time on a Job. The User can only log time if they have the appropriate permissions.