Use the Edit Job (or Edit Service Interval Job) window to change the information related to the job or to add new items to the job.

Note: The Service Interval Job window and the Job window are the same window with a different title.

• If you select Service Interval Job, the window is titled Edit Service Interval Job instead of Edit Job.
• Additional fields are different, as indicated below.

To edit:

1. On an Order window, select an existing Job and click Edit (or double-click the Job line).
   • Result: The Edit Job window displays.
2. Enter the appropriate information about the Job, including:
   • Job Name or Service: The name of the Job or Service.
   • Category: A brief description of the Job category. 
     • Use the drop-down list to select a Category from the list. 
     • The Job Categories are set up and listed in Company Setup >> Setup tab.
   • Service Schedule: The brief description of the type of service (Normal or Severe) that is selected when the Service Interval Job is created.
   • Assigned Technician: Use the drop-down list to select the service provider from your list of technicians. 
     • This field defaults when Jobs are added to an Order that has existing Jobs with assigned technicians. 
     • Only one technician can be assigned to a Job.
   • Status: Use the drop-down list to select a job status code, if one applies.
   • Description: A description of the service rendered or the part supplied (500-character maximum).
     • Example: Replace Brake Pads - Front
     • This field defaults when a work requested description is already entered in a labor line item.
   • Symptom: The description of the problem from the customer's perspective.
     • This is not available for Service Interval Jobs.
3. Use the following buttons as appropriate:
   • Select All: Use this box to select all of the listed items.
   • Add item: Use this button to open the Select New Job Items window which allows you to create a new item.
   • Edit Item: Use this button to open the corresponding tab of the Select New Job Items, which allows you to edit a line item.
   • Delete: Delete the selected item.
   • Select None: Use this box to deselect all of the listed items.
   • Rollback: Undo the deletion of items.
   • Save as Shop Job: Click this button to save a Job as a Shop Job for future use.
   • Catalog: Click this button to access one of the following catalogs:
     • Catalog
     • WorldPac
4. In the grid area, the following information about each item displays:
   • Note: You can change the order of items on the Job by selecting a line item, then clicking the line position arrows at the right side of the grid.
   • Line item: Use this box to select items to perform actions against.
     • On Invoices, this is a display-only field.
   • Type: Type of line item: Part Items, Misc Items, Labor Items, Sublet Items, or Note Items.
   • Job Title/Code: Name of the Job or Job Code, which indicates the state of service or repair.
   • Description: A description of the service rendered or the part supplied (500-character maximum).
     • This field defaults when a work requested description is already entered in a labor line item.
   • Vendor: The vendor or supplier name.
   • Qty/Hrs: The number of labor hours provided, or the number of parts, miscellaneous charges, or sublet services provided.
     • Note: The number of parts indicated reflect changes made in, or sent to, ALLDATA Manage.
     • Any changes to the quantity of parts ordered from a catalog should be made in the Catalog service and NOT in ALLDATA Manage directly.
     • If you manually change the quantity of parts selected from a catalog (for example AZ Parts or WorldPac) the changes are NOT sent to the Catalog service.
   • Cost/Flg Hrs: The price of one part or the number of flagged hours.
   • Retail: The charge of one service or part to the customer, including markups.
   • Line Total: The line total is the charge to the customer.
     • This is the Qty/Hrs multiplied by the Retail price.
       • Qty/Hrs: (labor rate) X (hours worked)
       • Retail price: (cost + markup) X quantity
5. To add parts or services click the Add Item button.
   • Result: The Select New Job Items window displays.
6. To edit parts and services, click the Edit Item button.
   • Result: The appropriate Job Item tab displays: 
     • Edit Part
     • Edit Misc Charge
     • Edit Labor
     • Edit Sublet
     • Edit Note
7. To view and select parts from a catalog to add to the job click Parts & Labor/Catalogs.
   • Result: The Catalog window displays.
8. To save the items as a Shop Job, click Save as and select the type of Shop Job desired.
9. Use the boxes in the right column to verify:
   • Job Revision Totals
   • Line Item Totals By Type
   • Hazmat and Supply charges
   • Taxes
   • Fixed Prices
   • Discounts
10. When you finish editing the job, click Close.
    • Result: The previous window displays.