Differences

This shows you the differences between two versions of the page.

--- schedule [2026/10/01 07:15] – chillhubadmin
+++ schedule [2026/10/01 07:18] (current) – chillhubadmin
@@ Line 82: / Line 82: @@
 ++++ Accessing Job Appointment Form: How to create or edit scheduled job in the system from different entry points |
   - **From Scheduling Page**: Click the New {{mdi>plus}} button or selecting time slots in calendar area to create a new job appointment. To modify an existing sales order, click the Edit {{mdi>pencil}} icon on the corresponding row in the data table or events in the calendar view.
-  - **From Sales Order/Invoice Page**: On the data table row, click the Options {{mdi>dots-horizontal}} button to open a menu, then select {{mdi>calendar-month}} **Schedule** to create or modify the corresponding scheduled job.
+  - **From Quotation/Sales Order/Invoice Page**: On the data table row, click the Options {{mdi>dots-horizontal}} button to open a menu, then select {{mdi>calendar-month}} **Schedule** to create or modify the corresponding scheduled job.
     * **Customer information**: The customer details from the sales order will be copied over.
       * If the job details differ from the billing information, update them accordingly.
-    * **Invoice No.** and **Sales Order No.**: These will be copied over automatically.
+    * **Quotation No.**, **Invoice No.** and **Sales Order No.**: These will be copied over automatically.
-      * By default, **Auto Link Amount** is enabled, and the **Amount to Receive** will match the invoice amount (or sales order amount).
+      * By default, **Auto Link Amount** is enabled, and the **Allocated Sales Amount** will match the invoice amount (or sales order amount).
-      * If the amount to receive on the scheduled date is different, uncheck **Auto Link Amount** and enter the correct amount manually.
+      * Uncheck **Auto Link Amount** and enter the correct amount manually.
     * **Delivery Order No.**: If a delivery note exists with a matching delivery date, it will be automatically linked to the scheduled job.
     * **Job Completion Note No.**: If a job completion note exists with a matching service date, it will be automatically linked to the scheduled job.