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Client jobs can be created in the following areas of TO3000 3D: A: The Client Jobs tab of the Client window by clicking the New button (only in Without Projects mode). B: The Client Jobs tab of the Project window by clicking the New button (only in With Projects mode).
New/Edit Client Job window Code - a unique code of the client job is created automatically along with the job itself. The first character "J" indicates that this is a job code, the letters afterwards are the client code, and the number is the value of the client job counter for this client. Each client has an independent code counter for this code. Client Ref. - the client reference can be a maximum of 20 characters long. Client PM - one of the client's contacts, responsible for this job on the client side. The Client PM's name can be automatically included in the invoice containing this job. By default it is the Client PM selected for the entire project. Client jobs of the same project can have different client PMs. See the Contacts List topic for details on adding and editing options for the Client PM field. Name - the name of the client job will appear in invoices where this job is included (usually this is the name of the document being worked with). This name does not need to include the language pair or service name, since this data is being added separately. Group - the group of services. All services in TO3000 3D+ are broken into groups. You can select any of the groups of services available. To add or edit a group of services please open Business Settings in the Backstage view, and select the Groups of Services section. Service - each group of services contains a separate list of services. Before selecting a service, select the group of services first. To add or edit a service please open Business Settings in the Backstage view, and select the Services section. Volume - the job's volume can be indicated in a number of units (characters, words, lines, hours and so on). To add custom units please open Business Settings in the Backstage view, and select the Volume Units section. You can also use the built-in AnyCount or CATCount tools to quickly count the job file, or calculate CAT text volumes (100% match, fuzzy match, and so on). You can also import Trados and Logoport logs with the help of the CATCount tool to quickly enter the required volume. See the AnyCount and CATCount topics for details. If you have ExactSpent installed, you can use it to track the time you spent performing this job, and automatically update this data in TO3000. See the topic Integration with ExactSpent for more details. Price - the price can be entered
manually or copied from the client's individual price-list. To
copy a price from the price-list click the Prices
button. The price for a matching service, group of services
and unit combination will be copied. Click the If the client currency differs from your base currency, the Currency Exchange Rate button will be available. By clicking this button, you may change the currency exchange rate used in this job. Note that this button does not change the general exchange rate stored in your TO3000 database. To change the exchange rate for all future jobs go to the Exchange Rates tab of the Business Settings. Job Folder - when creating client jobs it is often necessary to work with job files (for example you may need to count a client job file for exact volume). Once the folder has been created, its contents can quickly be accessed on the Job Folder tab of the New/Edit Client Job window. Create Invoice button - immediately creates an invoice for the job being edited. Timeline - the timeline of a client job in TO3000 3D+ includes assigned and deadline dates, and the date when the client job has been actually completed. The Deadline and Completed values are taken into account when the program determines the status of client jobs (like due today, overdue and so on). Special Status - these are used when the client job needs to be put on hold, when you create a heads-up (or potential) job or to cancel a job. Jobs with on hold status have their deadlines undetermined, thus on hold jobs cannot become overdue. Jobs with heads-up status cannot be set as completed, since heads-up status assumes that work has not yet started. Cancelled jobs can not be completed either, since the status implies that the job was abandoned. Instructions - any instructions or comments of the client regarding a client job can be entered here in the form of a plain text note. Work Notes - work notes can be entered here. It is recommended to enter client notes and work notes separately. Custom Fields - client job information can be customized by adding custom fields for additional information not foreseen by default controls. You can save client job data in a printable file, print it, or send it via Email with the help of the RTF templates interface. Templates for printing job data can be edited with the help of User Settings in the Backstage view. Click the Templates section to quickly access all template folders. Templates for printing client jobs are saved in the C:\Users\Public\Documents\AIT\TO3000, Version 3D\Templates\CLIENTS\Jobs\ folder.
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button to copy the current price to this client's price list.
You can set a fixed price for the client job (which will not be
multiplied by the job volume) by selecting the 