Using the default options when exporting a report from PFIM to excel can result in a lot of extra columns and rows that often do not line up and make it difficult to work with the raw data. Following this process to export the basic information of the report into excel format can result in ..
This is only necessary when multiple users will be logging into PFIM simultaneously from the same PC in Access database environments – this is specifically designed for Terminal Servers where the PC name is the same for connecting clients and this causes issues with the locking file locking mechanism used by the Microsoft Jet database ..
A comprehensive Maintenance Management Solution. Complete service history per unit, location and site Schedules can be based on Monthly, Weekly and Route based systems Serial Numbers can be linked to a scheduled contract User definable service schedules Document or Grid based service schedules Control charge out rates and markup on per contract basis Scheduled maintenance ..
The above flow chart explains how PFIM determines the Selling Price to use when issuing Inventory Items to a Job Card either via the Issues process or when posting from Time Sheet..
Creating a Technician (from v 3.0.299) Creating a technician requires that you have first created your internal organisation as a customer or supplier, and associated the technician as a contact. This is done via Customer – Master File (This process is documented separately.) Inside your internal organisation you need to create a contact for each ..
Creating a Sales Agent (from v 3.0.299) Creating a sales agent requires that you have first created your internal organisation as a customer or supplier, and associating the sales agent as a contact. This is done via Customer – Maser File (This process is documented separately.) Inside your internal organisation you need to create a ..
Proposed Job Card Screen Changes: Please review the proposed changes and provide feedback. This development is proposed to ease the use of Job Cards by grouping relevant information into Tabs and increasing the space available to display more information. The buttons in the toolbar will remain visible when a tab that they are applicable to ..
Job Card Screen: Save Job Card data – The disk is available if you have access to edit the grid directly this should not be done in stock controlled environments. Insert and delete row – These buttons are available based on users access to edit the grid, this will add an additional row or remove ..