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
Application Manager
Viewed 1599 times since Wed, Jul 4, 2012
Input Job Code during Change Status
Viewed 2068 times since Wed, Jun 13, 2012
Select Assembly for BOM Works Order Generation (SOP Only)
Viewed 1454 times since Mon, Jun 11, 2012
Memo Facility Configuration
Viewed 1396 times since Mon, Jun 25, 2012
Application Pick Lists Change Order Status
Viewed 1951 times since Fri, Jul 8, 2016
Transactions Listing
Viewed 1446 times since Mon, Jun 25, 2012
Document Text if Ship from Multiple Locations
Viewed 1355 times since Fri, Jun 8, 2012
Additional Options for Order Authorisation
Viewed 1546 times since Fri, Jun 8, 2012
View a Job Record
Viewed 1538 times since Mon, Jun 25, 2012
Abandon Delivery if Insufficient Stock (SOP Only)
Viewed 1289 times since Fri, Jun 8, 2012