JCT GROUPS AND QUOTES
Quotes can be produced for a single Job Card Template (JCT). The Job Card Template Groups and Quotes feature allows JCTs to be grouped in order to produce a quote for any combination of JCTs that represents either the individual steps of a repetitive component overhaul/repair or the jobs within a work package.
Figure 1: Job Card Template Groups and Quotes Navigation
JCT Groups
Create a JCT Group
Navigate to the Job Card Template Groups and Quotes sub-module and select JCT Groups.
Click Create Group.
Enter a JCT Group Name.
JCT Group Title and Description are optional.
From the Available Job Card Templates drop-down, select either an aircraft type (Part Number Specific JCTs), or Generic.
From the list of JCTs select JCTs to include in the group and click the right arrow (>) to add the selections to the Included Job Card Templates box.
JCTs within the Included Job Card Templates box can be reordered and nested by clicking and dragging JCTs.
When all required JCTs have been included, click Save.
Figure 2: Create a JCT Group
NOTE:
A JCT Group must contain a single root template.
JCTs within a node/branch of the tree within the Included Job Card Templates box are descendants of the JCT of the node/branch above. The nodes represent the order in which tasks of a component repair/overhaul are to be carried out.
JCT Groups can be imported into a Job Card Group. Job Cards created for descendant node Jobs will be descendant Job Cards of the Job Card created for the JCT Job of the node above. The complete Job Card origin/descendant tree will be viewable from within any of the Job Card detail windows.
View, Edit, or Copy an existing JCT Group
Navigate to the Job Card Template Groups and Quotes sub-module and select JCT Groups.
Click the notepad icon to the left of the JCT Group in the listing.
Additional JCTs can be added as per the instructions in the Create section above.
Included JCTs can be removed provided they have no descendant JCTs.
Included JCTs can be reordered and placed in nodes as required by the component repair/overhaul.
When all required JCTs have been included within their respective nodes, click Save.
An existing JCT Group can be copied by clicking the Copy button. Make the necessary changes for the new Group and rename the Group as desired.
Quotes
Create a Quote
From the Job Card Template Groups and Quotes sub-module, select Quotes.
Click Create Quote.
Enter a Quote Number and select a Customer.
A Quote can consist of any number of JCTs. From the Available Job Card Templates drop-down select Generic or an aircraft type (Part Number Specific JCTs) to include individually selected JCTs, or select Job Card Template Groups to select a JCT Group to include in the Quote.
Click the right arrow (>) to add the selections to the Included Job Card Templates box.
JCTs within the Included Job Card Templates box can be reordered and nested by clicking and dragging JCTs.
Enter any remaining Quote details as desired and click Save.
Figure 3: Create a Quote for a Job Card Template Group
NOTE: Just as with JCT Groups above, a Quote must contain a single root template.
JCTs within a node/branch of the tree within the Included Job Card Templates box are descendants of the JCT of the node/branch above. The nodes represent the order in which tasks of a component repair/overhaul are to be carried out.
Quotes can be imported into a Job Card Group. Job Cards created for descendant node Jobs will be descendant Job Cards of the Job Card created for the JCT Job of the node above. The complete Job Card origin/descendant tree will be viewable from within any of the Job Card detail windows.
View, Edit, Print, Email, or Copy an existing Quote
From the Job Card Template Groups and Quotes sub-module, select Quotes.
To View, Edit, Print, Email, or Copy an existing Quote click the notepad icon to the left of the Quote in the listing. If desired, filter the listing by Customer, Date (creation, sent, expiry), and/or Status.
Change the Status of a Quote to represent the point in its life cycle: New, Sent, Approved, Void, Closed - Expired, Closed - Work Completed, Closed - Customer Rejected.
If changes are made to the Quote, they must be saved and the new Total Cost calculated by clicking the Calculate Total button prior to printing, emailing, or copying the Quote.
The Quote Report, Print Quote, lists and totals entries from the JCT Trade and Parts (PN ReSale Value) boxes of all JCTs within the Quote. Trade Rates derive from Options - Trades List; Parts values derive from the Part Number ReSale Value field.