Job Stage Payments

Reference Contents > Job Processing > Job Stage Payments

This window opens when you click on the Stage Payments button on the General Invoicing tab pane of the Job Invoicing and Crediting window.

You can enter any number of lines that will be applied to the invoice.

Button	Action
Add Line Items	To add line items for the job to the invoice.

See also: –

Job Invoicing and Crediting

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Job Item Issue and Return

Reference Contents > Job Processing > Job Item Issue and Return

This window is used for both the Process — Job Processing — Issue Inventory To Job function and the Process — Job Processing — Return Inventory From Job function, with appropriate modifications to its appearance.

The Job Issue process is called after items have been physically picked from the stockroom and committed to the Job. The marked-up Picking List can be used as reference for the confirmation of issue. The Job is selected in the Select Job window. This window then contains a list of all outstanding part and non-part items for the job regardless of due date.

TIP: You can control whether the Net Available Credit value is displayed on the window using the option optNoShowCredit. You may wish to do this for security reasons as showing the value will enable dispatch staff to calculate the sales price of goods.

TIP: You can view what parts are available to issue from the Process — Work Orders — Review WOs Available-to-Kit function. It lists all kit items for all outstanding unkitted Work Orders and Jobs and shows the availability of kit parts. This function opens the Work Orders Available-to-Kit Analysis window.

Processing of issues to customers is done by entering the quantity against each line item that has been issued or shipped. Having prepared the list of issues, processing of all the transactions are carried in one operation.

When entering an issue, you can enter a non-standard Stock History Comment. In the case of Non-stock type parts and non-part items, this option does not apply.

If the customer is marked as Stop if over limit you will not be able to issue items that cause the Net Credit Available to go negative.

Part items may have special icons in the list to warn you of special circumstances that will call for pre-processing additional data.

When satisfied that the list accurately reflects the issue, click on the Confirm Issue as Listed button. A check is then carried out for appropriate serial number and/or multi-location assignments and customer credit authority before any issues are processed. If, the Stop if over limit flag is set for the customer and, as a consequence of the issue, the customers credit limit is to be exceeded, the processing will be prevented and you will be warned. To effect an issue under these conditions, either the credit limit must be increased or sufficient invoice payments must be made. If the Stop all dispatches flag is set, no issues can be made until the flag is reset in the customer maintenance window.

Kit shortages: When you do not fully issue a Job Item that is a SO Exploded Kit (i.e. where the part is of type P) any quantities of components not issued are recorded in the Shortages file. When parts are received into stock this list is checked, and the user notified. The logging of shortages is automatic. The Job is not completed until all shortages have been issued to it.

When you operate the Confirm Issue as Listed button, depending on options and the status of issued parts, you may be presented with the Serial Number Assignment and Location and Batch Assignment windows. See these topics for details.

TIP: You can force the automatic creation of a Non-Conformance Report (NCR) even when a return is not quarantined using the system option optNCRAutoMovements. Set this option to contain the uppercase character B.

Field	Description
Job number	Jobs. Job code number = jst(MCDJOBS,’-6N0P0′). {JOBFILE.JOBCODE char 6}
Customer reference	Jobs. Customer reference. {JOBFILE.JOBCREF char 20}
Additional reference	Jobs. Additional user reference. {JOBFILE.JOBAREF char 6}
Customer code	Jobs. Customer code. {JOBFILE.JOBCUSC char 6}
Customer name	Customers. Customer company name. {CUSFILE.CUSCNAM char 40}
Credit available	Shows the customer credit available after all the dispatches have been completed.
Issue or Return Grid List	A list of all outstanding part and non-part items from the selected job shown above.
Line number	Job Items. Line item number. {JBIFILE.JBILINE number 0dpShortnum}
Part number	Job Items. Part number (optional relation to PTMPTNO). {JBIFILE.JBIPTNO char 18}
Sales unit of measure	Job Items. Sales unit of measure. {JBIFILE.JBISAUM char 6}
Current part physical in sales UoM	In item sales units of measure: [$ctask.tEnv.$Fld(‘PTMFILE’,’PTMPHYQ’)]
Balance due to issue or can be returned	Job Items. Balance due of item to issue to the job. {JBIFILE.JBIBAL number 3dp}
Quantity to issue or return	The quantity actually being shipped in this dispatch.
Inventory movement comment	The inventory comment that will be used when recording the part movement. [$ctask.tEnv.$Fld(‘STHFILE’,’STHCOMM’)]
Due date	Job Items. Date due for use or operation completion. {JBIFILE.JBIDATE date date1980}
Description	Job Items. Item description. {JBIFILE.JBIDESC char 10000000}
Total weight	Shows the net shipping weight calculated from the part mass values. It takes no account of non-part items.

Button	Action
Select Job	To select a Job from which you wish to make issues or return. The Select Job window will open.
View Job Details	To view the Job Header details that may contain comments relevant to the issue. The Job or Estimate Details window will open.
Show Stock Locations	Click to show stock locations with extended information. It will open the Stock Location Listing window. This button is only available if you have checked the Maintain multi-stock locations extended information in the File — System Manager System Preferences window.
View Works Texts	Click to view details of the Works Text for a selected part.
Issue All Items	Click to set all Issue quantities to the full order balance. This button is only visible when the window is used for an Issue.
Return All Items	Click to fully return all items listed. This button is only visible when the window is used for an Return.
Confirm Issue as Listed	Post issues when satisfied that all the quantities shown on the list are correct. This button is only visible when the window is used for an Issue. If there are any inventory consequences to the process, these will be reported on the Stock Processing Message Log window that will open.
Confirm Return as Listed	Post any returns when satisfied that all the quantities shown on the list are correct. This button is only visible when the window is used for an Return.

See also: –

Select Job Job or Estimate Details

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Job Performance Review

Reference Contents > Job Processing > Job Performance Review

This window allows you to review the progress of a job numerically.

Button	Action
Select Job	To select a Job from which you wish to make issues or return. The Select Job window will open.
View Job Details	To view the Job Header details that may contain comments relevant to the issue. The Job or Estimate Details window will open.

See also: –

Select Job Job or Estimate Details

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Job Operation Working

Reference Contents > Job Processing > Job Operation Working

In this window you can confirm the progress being made on Job Operations. Select the Job and then the operation you wish to record activity on. Enter the details of completed work and confirm with an OK.

NOTE: You will not be permitted to record completion of outwork operations as these must be processed in a Purchase Order and when received are automatically posted as Worked Operations.

Button	Action
Select Job	To select a Job from which you wish to make issues or return. The Select Job window will open.
View Job Details	To view the Job Header details that may contain comments relevant to the issue. The Job or Estimate Details window will open.
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK	The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

Entering Time Values using HMSP Syntax

The system stores and uses times in decimal hours. 1.5000 hours rather than 1hr 30min. However, you can enter time in a number of different ways that will automatically convert to the equivalent decimal hours when you leave the field.

See also: –

Select Job Job or Estimate Details

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Job Processing Topic Contents

Reference Contents

Most topics are related directly to functional windows, menus or toolbars. Click on the topic to view details.

• – Jobbing Menu
• Job Booking Reports
• Job Booking Selection
• Job Invoicing and Crediting
• Job Item Issue and Return
• Job Item Reports
• Job Item Selection
• Job Operation Working
• Job Performance Review
• Job Stage Payments

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– Jobbing Menu

Reference Contents > Job Processing > – Jobbing Menu

Provides functions recording issues or completion of job items and review of job history.

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Job Booking Reports

Reference Contents > Job Processing > Job Booking Reports

This report setup window provides you with the ability to choose a range of selections, sort order and report types.

You can drag and drop onto the Print Report button from the Parts Scratchpad to obtain a report of selected parts only.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
Print Report	Will cause a report to be printed of the subject matter. Right-click to change the report destination.

See also: –

Job Booking Selection

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Job Booking Selection

Reference Contents > Job Processing > Job Booking Selection

This subwindow is used to define the range criteria for a selection of job booking records. It is displayed on windows requiring the selection of items.

Operation

Enter data in the data entry boxes to restrict the range of records. Job Bookings must meet all criteria entered to be selected. If the left and/or right data entry boxes are left blank for a particular criteria, items will be selected between the first and/or last otherwise qualifying item record. Data entry boxes can be populated by finding a single item using Keyword Search, drag and drop from the Parts ScratchPad or by double-clicking a list item from the Keyword Result window.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

Data records can be obtained using one of the following methods or a combination of them (see Tip below):

1. Enter values into the selection ranges and use the Standard Search. The context menu provides a Clear Selection function.
2. Define or use a Custom Search.
3. Create an Ad Hoc Search Calculation using the context menu function.
4. Drag-and-drop one or more lines from the Parts ScratchPad (or BoM and Where-Used Listing) onto the general window area.
5. Use the ScratchPad Transfer Selected function
6. Use the KeyWord Search Transfer Selected function

TIP: Using an Ad Hoc Search Calculation (3) overrides any Custom Search (2) and a Custom Search overrides the Standard Search (1). In any of the search cases (1, 2 or 3), ScratchPad Transfer and Drag-and-Drop or KeyWord Search Transfer (4, 5 or 6) is combinational, so that records found using any of these methods must also conform to the search criteria adopted.

Parent Windows

Job Booking Reports
Graphical Analysis Maintenance – Graphs Tab

Button	Action
Custom Search	Opens the Custom Search Selection window and checks the Use custom checkbox.

See also: –

Search Options Menu Job Booking Reports Parts ScratchPad Keyword Result

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Job Item Reports

Reference Contents > Job Processing > Job Item Reports

This report setup window provides you with the ability to choose a range of selections, sort order and report types.

You can drag and drop onto the Print Report button from the Parts or Customers Scratchpad to obtain a report of selected parts or customers only.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
Print Report	Will cause a report to be printed of the subject matter. Right-click to change the report destination.

See also: –

Job Item Selection

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Job Item Selection

Reference Contents > Job Processing > Job Item Selection

This subwindow is used to define the range criteria for a selection of job line items. It is displayed on windows requiring the selection of items.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

Parent Windows

Job Item Reports
Link System Maintenance
Graphical Analysis Maintenance – Graphs Tab

Operation

Enter data in the data entry boxes to restrict the range of parts. Job Line Items must meet all criteria entered to be selected. If the left and/or right data entry boxes are left blank for a particular criteria, items will be selected between the first and/or last otherwise qualifying item record. Data entry boxes can be populated by finding a single item using Keyword Search, drag and drop from the Parts ScratchPad or Customers ScratchPad or by double-clicking a list item from the Keyword Result window.

Data records can be obtained using one of the following methods or a combination of them (see Tip below):

1. Enter values into the selection ranges and use the Standard Search. The context menu provides a Clear Selection function.
2. Define or use a Custom Search.
3. Create an Ad Hoc Search Calculation using the context menu function.
4. Drag-and-drop one or more lines from a ScratchPad (or BoM and Where-Used Listing) onto the general window area.
5. Use the ScratchPad Transfer Selected function
6. Use the KeyWord Search Transfer Selected function

TIP: Using an Ad Hoc Search Calculation (3) overrides any Custom Search (2) and a Custom Search overrides the Standard Search (1). In any of the search cases (1, 2 or 3), ScratchPad Transfer and Drag-and-Drop or KeyWord Search Transfer (4, 5 or 6) is combinational, so that records found using any of these methods must also conform to the search criteria adopted.

Button	Action
Custom Search	Opens the Custom Search Selection window and checks the Use custom checkbox.

See also: –

Search Options Menu Job Item Reports Parts ScratchPad Customer ScratchPad Keyword Result

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