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
Sales Order Authorisation
Viewed 2339 times since Tue, Jun 12, 2012
Apply Delivery Charge if Below Minimum Order Value
Viewed 2129 times since Wed, Jun 13, 2012
Remove All Completed Orders
Viewed 18123 times since Tue, Jul 3, 2012
Document Processing – Quantity Validation on Order Acknowledgements
Viewed 95 times since Tue, Oct 22, 2024
Link to Sales Order Processing
Viewed 1987 times since Mon, Jun 25, 2012
Job File FULL Screen Design (Premier)
Viewed 2226 times since Mon, Jun 25, 2012
Job Record Maintenance Improvements
Viewed 3108 times since Fri, Jun 8, 2012
Change Order Status – Omit Option to Display in Sequence Entered
Viewed 106 times since Tue, Oct 15, 2024
Transactions Listing
Viewed 1704 times since Mon, Jun 25, 2012
Set Application Code Formats
Viewed 1736 times since Mon, Jun 25, 2012