Dataplate Software System
Orders - Booking In & Out Work
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Job Number
The job number is produced by Dataplate and is made up as follows: The first character represents the month (A – January B – February C – March…etc) The next 2 characters represent the year (02 – 2002) The next 4 characters represent the job number and starts at 0001 and increments by 1 for each job, and resets to 0001 for a new month. This enables a quick reference to how many jobs have been booked in at any time during the month.
Date / Time
Date and time that the job was booked in
Quality Alert
Flashes LED and shows quality issue number if there has been a past quality issue linked to this part. By clicking View the user is able to view the actual issue and report, and then choose whether or not this information is cut and pasted to the Notes.
User Booking In
When Dataplate is used in Login mode this field has the username of who is logged into Dataplate otherwise this field is left blank and can be entered manually.
Customer Ref.
This field is where the user is able to find a customer by entering the Customer Ref, which will then show the customer drop down field. As the Reference is entered a list will appear with matching references, which can be selected from the list for speed.
Customer Name
This is the customer drop down menu where customers can be selected by name.
Customer Order No.
This is the field where the customers order no is entered. Even if the customer has given no order no, a reference is required.
Rework
This is the check box that is checked when work being booked in is rework and free of charge. Any job that is flagged as Rework will not be invoiced.
Part Ref
This is the same as Customer ref but allows you to retrieve Part records by typing in the Part ref.
Part No. & Description
This is where the user selects the customer part. When the customer part is selected and the part has been processed previously then the Finish, specification and all the other fields are automatically completed with the last set of values for that part.
Show all customers
This is the check box that when ticked will add all customers to the Customer drop down menu. In settings you are able to specify how much time is to pass since the last order before the customer record is ‘hidden’ The Show all customers tick box will override this feature.
Show all parts
As show all customers, but will override the ‘hide’ parts if they have not been processed for a specified length of time.
Quantity
There are 2 fields here, the first is required and is where the actual quantity is recorded, and then the Part/Kgs option shows weather the measurement is part or weight. The second field is optional and is where the part quantity or weight quantity or even number of boxes used to receive the parts in can be added as free text.
Process (Treatments)
This is the tab that has the Pre-treatment and post treatment dropdown menus. The treatments are created or selected using the dropdown menu or the NRC button.
Process (Finish)
This is the tab that includes Finish, Specification, Control Plan and Certificate of conformity required.
Finish
This is the drop down menu and NRC where the finish is selected or created.
Specification
This is the drop down menu and NRC where the specification linked to the finish is selected or created
Control Plan
This is the drop down menu where the control plan for the part is selected the control plan can only be created in the settings. The NRC will show a message box indicating this. Refer to the Install & Setup Manual.
Certificate of Conformity Required
This is the check box that indicated that the customer requires a C of C for the part to be processed.
Further Information
This is the tab where further information about the part is entered; including Customer Delivery note number, batch reference, serial number and 2 other spare fields.
History
This is the tab that displays the part process history from previous times it has been booked in
Part Picture
Display the photo or picture of the part if a picture file has been attached to the part record. The picture can be printed onto the job sheet.
Due by
This is where turn around time scales as working days can be created and selected, and are translated into dates and days of the week. The date is transferred to the job sheet only.
Section
This is the drop down menu and NRC where the process section can be selected or created.
Notes
Free text box where notes can be added about the job and are printed on the job sheet.
Price
This is where the price of the part is displayed or entered if the part has no price. The user is able to select a minimum order charge for jobs instead of a price per part/kg
Search Quotations
The user is able to search for previous quotations for a part here.