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[CLIPxe/QCLIPxe] Next Visit Date Change - Based on Day of Week
[CLIPxe/QCLIPxe] Next Visit Date Change - Based on Day of Week

Global Replacment - Global Change based on day of week - starting jobs at certain date each year ( start of season )

Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

Now we will go through some examples in performing Global Replacements. This first example will change the Next Visit Date for a Job that is scheduled for a specific day of the week in our Job Database. To begin, click Pattern Jobs button on the main screen.

From the screenshot above, we will look for the Next Visit and pay attention to what day of the week the job is scheduled. This change will put the date on a day of the when the season starts!

Click Return. Now lets go back to Files, Global Replacement then Replace Information

Make sure that Job is selected under Choose Database then click Choose Field

Find JB.Next Scheduled Visit field, then double click. Now the field will be put under the Fields Chosen box. Click Replace With.

The Enter Date window will ask what date to Replace With in the Next Schedule Visit. Choose the date here, then click Ok. Click Choose Condition

For the condition, we will want to choose a day of the week your company wants the job to start on or an estimated day ofthe week when the crew will start the job for the season!

In the screenshot above, we will double click on JB.Monday only if Monday is the day we want the job to show up on the schedules / route sheets or work orders. Click Is True or Yes then click Use This Condition.

Take a look before completing replacement! If the Replacement Command looks correct, click Perform Replacement then it will show the progress at the top right. Return out of the screen when finished!

Let us know if you need further assistance!

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