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
Alternate Discount Item
Viewed 217 times since Tue, Oct 15, 2024
Maintain Job File
Viewed 2301 times since Mon, Jun 25, 2012
Header Optional 3
Viewed 1802 times since Wed, Jul 4, 2012
Ledger Enquiry History File
Viewed 1809 times since Wed, Jun 13, 2012
Report Status of Jobs
Viewed 1584 times since Mon, Jun 25, 2012
E-Mail Settings - Document Design Manager
Viewed 2551 times since Wed, Jul 4, 2012
Timesheet Entry / Enter Date per Line
Viewed 2067 times since Tue, Jun 12, 2012
Additional Options for ‘Missing’ Stock Items
Viewed 1624 times since Mon, Jun 11, 2012
Reset Order Detail Entry Numbers
Viewed 1837 times since Wed, Jul 4, 2012
Configuring Job Costing
Viewed 2552 times since Mon, Jun 25, 2012