In ABRA Flexi, a job (zakázka) is a code list that can be linked to any documents or their line items. Based on a job, you can then easily produce various analyses, profitability reports, and a number of other related outputs.
In short, it is a module that serves as a linking element between individual documents within a single business case, the job.
Contents of this guide:
Creating a job
First, let's look at where to find jobs in the web interface. The easiest way is definitely through the search, but we can also navigate there via the All modules overview in the left menu.
Once opened, an overview of all jobs is displayed. As in any other module, you can use filters and sorting here, or adjust the displayed columns and save them to a view.
To create a new job, click the New button in the top right corner of the application.
ℹ️ A job can also be created automatically when a received order is created. In practice, this means that a job is created every time you create a received order. If you are interested in this feature, activate it in the company settings: Settings › Modules › Sales, Advanced tab, option Automatically generate a job number identical to the order.
As soon as you open a new job, you can fill in a wide range of information. You can customize the visibility of fields in the form settings. A description of all fields can be found in the documentation for the desktop application, but we will describe the important ones below.
The form has the sections Header, Finance, and Attachments. A completed job might look like this, for example:
Name; Short name
The designation of the job. By default, it must be entered manually; when a job is created from an order, the short name corresponds to the internal order number.
Company
The business partner the job relates to.
Job type
Jobs have types too. They are used to categorize jobs or to predefine various values. The code list is user-definable, so you can fully tailor its content to your needs.
Job status
User-defined job statuses. Like types, statuses can be freely defined.
Cost center
If your company is divided into cost centers, specify the appropriate cost center for the job.
Job evaluation
Another user-definable code list. You first need to create the possible evaluations yourself, as the code list is empty by default.
Job scope; Expected costs; Expected profit
User-definable values in the Finance section. They are not linked to any documents; they are truly just the expected scope and expenses.
In the lower part of the detail, there are tabs with all linked records. As you can see, almost anything can be linked: invoices, stock movements, orders, quotations, and much more. Less frequently used tabs are hidden under More.
Using a job in documents
Let's look at the most common example of using jobs. We receive a larger order from our customer and create a job for it. We create it so that the whole case can be fully traced through a single element, the job.
So we create a new received order and assign the job to it in the Job field.
We save the order and create an issued invoice from it (in the order detail, menu … › Create invoice). An issue slip will be generated automatically from the invoice. The entire business cycle is described in our business cycle guide.
If we open the newly created invoice or issue slip, we will find that the job is carried over between documents, so we can easily find the invoice or issue slip by using the job.
Purchase documents are also commonly included in a job, that is, all received invoices or goods receipts related to the job. By including all related documents in the job, you ensure the correct calculation of revenues and costs for the job.
If we return to the job, we will find the already linked documents on its tabs: the order, the invoice, and the issue slip.
Besides linking individual documents, however, the key benefit of a job is the ability to produce various outputs and analyses based on it. You can find the basic analysis among the job's print reports: in the job detail, select Print in the … (More functions) menu and choose the Job analysis report (the Job card is also available).
An accounting analysis of the job is also available. It works purely with the posting of the documents involved, specifically with cost and revenue accounts.
However, we must not forget that in some cases the standard outputs may not be suitable. If you need to modify the job analysis in any way, or create a completely different custom output, you can do so using user queries.
💡 If you are interested in a custom output, do not hesitate to contact us. Technical support: +420 371 124 321, podporaflexi@abra.eu