Home » Categories » Multiple Categories

Allow Job Code Input to be Dependent on Order Status

Datafile Software

Allow Job Code Input to be Dependent on Order Status

When you enter a sales order you may have the option to input a job code, of either a new job to be created or an existing job, which will link the entered job reference to the sales order. This option allows you to control the input of the job reference based on the order status – so, for example, it can be omitted if the order is a quote, forced if the order is active and optional if the order is on hold.

Installation

Application User Facilities

The Application User Facilities for Sales Order Processing contain an additional parameter on the ‘Link to Job Costing’ parameter screen to configure the job code input.

Job code input based on order status - If set a pop-up allows control of whether the job code input is mandatory, optional or read-only based on the status of the order.

Notes

The Order Status must be input / confirmed before the job code in the order header entry screen sequence.

If set to default the job code then this will still be displayed even if the job code is view-only because of the status.However, if the job code is not confirmed, due to it being view-only, the job will not be created and the reference not saved. On update of the header the job default will be re-applied and, if change status to active, will be created.

Custom Fields
  • Release ID: 5.7
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Order Entry - Allow Details Option when Updating Order Header
Viewed 199 times since Thu, Oct 24, 2024
SOP Accessories Reports
Viewed 1553 times since Tue, Jul 3, 2012
Order Detail Pick Lists – Select by Order Reference
Viewed 52 times since Thu, Oct 24, 2024
Recall Standard Text
Viewed 1675 times since Wed, Jul 4, 2012
Remove All Completed Orders
Viewed 18195 times since Tue, Jul 3, 2012
Direct Cost Detail
Viewed 2286 times since Mon, Jun 25, 2012
Additional User Accumulation Items
Viewed 240 times since Thu, Oct 24, 2024
Change Forward Order Status
Viewed 1573 times since Tue, Jul 3, 2012
Transactions Listing
Viewed 1874 times since Mon, Jun 25, 2012
Configuring Job Costing
Viewed 2560 times since Mon, Jun 25, 2012