Jobs
To find an existing job, navigate to the Order Search page and set the Order Type to Production.
Navigating to an existing Job from the Order Page:
From the Jobs tab page within the order, users can view all the jobs they have created for the order.
By clicking on the bold blue Job Number, you will be directed to the that jobs details.
Creating a new job:
A Job will be automatically created once an Order is created.
Go to the Orders Knowledge Base for more details on order specific information.
Job Details-
This page display information about the job regarding Customer, Billing, Job status, Quantity, etc.
NOTES:
- Job details page will vary in display depending on the product type selected for the Job.
- Fields outlined in yellow are required to be filled out before saving.
- Job Status selections and their coloring:
- Pending, Open, Transferred & On Hold - Yellow
- Ready & In Progress- Green
- Completed & Closed- Navy
- Canceled- Red
Job Product-
Here, you will be able to add/edit any details to the product(s) that are necessary for the product. This is where you can see what B.O.M Product is being used and select and Inventory Item, if necessary for your job. Every box outlined in yellow is required to be filled out.
Go to the Swatch Jobs Knowledge Base article for more details on swatch products.
NOTE: Different products will show different detail sections on this page.
Job Pricing-
- To add pricing information, press the Add button in the top right hand corner OR press Add Pricing Option from inside the action menu.
- All pricing MUST be approved to create a Customer Shipment or Pending Shipment.
- Icons under the action menu represent per unit or per job. If the pricing has been approved there is a thumbs up
Go to the Job Pricing Knowledge Base article for more details on job pricing.
Job Components-
When adding or editing a component, the component type and source will determine what boxes will be there to fill out. Every box outlined in yellow is required to be filled out.
NOTE: Changes are not allowed to Components when Shipments are made.
Job Routing-
Choose a Cost Center Group, Cost Center and Sequence. Cost Center Group and Sequence are required before saving.
Routing cost center groups can be reordered by dragging and dropping them into different positions.
Routing can also be set up at the product level.
Go to Admin Functions Knowledge Base for more information.
Job Shipments-
The action menu items next to the shipment # allows you to view the Bill of Lading or Delivery Ticket OR
click on the bold shipment # to open the Delivery Ticket.
Hover over the To and Shipped information under the shipment # for more information.
Go to the Shipments Knowledge Base article for more on this.
Job Tracking-
When events have been tracked for the job, they will show up on this page.
Users with the Production Admin or Tenant Admin Security Group can edit and remove these events.
Job Purchase Orders-
This will show the PO records for the job.
Go to the Purchase Orders Knowledge Base article for more information.
Job Documents and Comments-
Users are able to upload any documents/links and/or comments on these page for the job.