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
Ledger Enquiry
Viewed 1448 times since Mon, Jun 25, 2012
Change Forward Order Status
Viewed 1351 times since Tue, Jul 3, 2012
Document Processing - Check if Invoiced in Last X Days
Viewed 1544 times since Mon, Jun 11, 2012
Hyperlinks in PDF Documents
Viewed 1213 times since Tue, Mar 3, 2020
Increased Screen Width for Selective Order Screens
Viewed 34 times since Tue, Oct 15, 2024
System Status
Viewed 1528 times since Mon, Jun 25, 2012
Delete Cost Code
Viewed 1521 times since Mon, Jun 25, 2012
Stock Issues Header
Viewed 1408 times since Mon, Jun 25, 2012
Memo Facility Configuration
Viewed 1391 times since Wed, Jul 4, 2012
View a Job Record
Viewed 1676 times since Mon, Jun 25, 2012