Manage Job Functions Tab Explained - Detailed

Functions Tab

Manage All	The Manage All button is used to manage all lines on the job at once.
Import	The Import button is used to upload job lines from a file into the job.
New Stock Request	The New Stock Request button is used to create a request for stock items required for a job.
Create PO	The Create PO screen is used to generate purchase orders for items required on a job.
Create BOM	The Create BOM screen is used to add a Bill of Materials to a job, bringing in a predefined set of items.
Verify task stock
Task Stock Request
Delete Task	The Delete Task button is used to remove a task from the job.
Add to Picking Slip	The Add to Picking Slip button is used to assign selected job lines to a picking slip for warehouse processing.
Planned Timelog	Allows you to Generate a planned time logs for each employee based on the entries in the Job Line tab, allowing future work to be scheduled and tracked effectively.
Copy to Job	The Copy to Job button allows you to copy selected job line(s) to another job.
Clear Line History
Delete Job Line
Change Line Type
CTC to SC
Support Log
Time Log
Quick Time Log
Checklist
Complete

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Manage All

The Manage All button is used to manage all lines on the job at once.

When selected, a confirmation window will appear asking if you want to proceed. You can also choose to include wastage items.

Click Yes to continue and apply actions to all job lines, or No to cancel.

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Import Button - Line Import

The Import button is used to upload job lines from a file into the job.

This feature is ideal when importing a recipe or BOM set up for a single unit. The multiplier allows you to scale the quantities automatically during import, saving time and ensuring accuracy.

When selected, the Job Import screen will open where you can:

Only valid items will be imported, and any errors can be reviewed using Show Errors.

File Upload & Import Process

Quantity Multiplier Option

Please Note

 Import Rules

 

 CSV File Template

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New Stock Request

The New Stock Request button is used to create a request for stock items required for a job.

This screen allows you to:

Once completed, the request can be saved and sent for processing, allowing the store team to supply the required items for the job.

• Basic Tab

Stock Request No	System-generated number for the request
Reference	Optional reference for internal tracking
Description	Brief details about the stock request
Storeman	Select the staff member responsible for the request
Requested By	Shows the current status of the request (e.g. Requested)
Sort By	How items are arranged (e.g. Stock Code)
Date Created	When the request was created
% Complete	Progress of the request
Date Req. By	Required date for the items
Document Type	Type of record (e.g. Job)
Job Number	Links the request to a specific job
Select	(Actual / CTC / SC): Determines costing/selection method

• Item Grid (Botton Section)

This screen ensures all required stock for a job is formally requested, tracked, and supplied by the store team.

Code	Item Code
Description	Item details
Item Type	Type of item (e.g. stock, service)
Line Reference	Reference per line
Quantity	Number of items requested
Date Req. By	Required date per item
UOM	Unit of measure
Warehouse / Bin Location	Where the item is stored

• Scan Tab

The Scan tab works the same as the Basic tab but is designed for barcode scanning.

Items scanned are automatically added to the item grid below, removing the need to manually search and enter stock codes.

Purpose: Speeds up stock requests by allowing items to be added using a barcode scanner.

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Create PO

The Create PO screen is used to generate purchase orders for items required on a job.

Grouping	Choose how items are grouped when creating POs: None (no grouping) Creditors (group by supplier)
Description	Enter a description for the purchase order(s)
Creditor	Select or update the supplier for the items
Show Not Started	Displays items not yet processed
Show No Creditor	Shows items without a supplier assigned
Show Zero Items	Includes items with zero quantity
Show PO Items	Shows items already linked to a PO
Create POs/ Close	Select the required items from the grid Click Create POs to generate purchase order(s) Close to exit the screen

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Create BOM

This screen allows you to quickly add multiple predefined items to a job using a selected BOM, saving time and ensuring consistency.

BOM Type	Choose Basic or Advanced, which determines which BOM list is available
Result Item	Select the BOM item you want to apply (based on the chosen BOM type)
Description	Displays or allows entry of the BOM description
Bill of Materials	Select the specific BOM record if multiple exist
Quantity	Number of times the BOM will be applied
Warehouse	Select the warehouse the items will be drawn from
Projected Date	Expected date for the BOM items
Machine	Optional field for linking to a machine
Job No Link	Confirms the job the BOM will be added to
Manage Job	Apply the BOM and manage the lines immediately
CTC / SC	Choose how the BOM is costed (Cost to Company or Scope Creep)
Actions	Save & Close: Apply the BOM and exit Save: Save without closing Close: Exit without saving Manage BOM: Open BOM management (if available)

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Verify Task Stock 

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Task Stock Request

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Delete Task

The Delete Task button is used to remove a task from the job.

When clicked, a confirmation message will appear:

Note: Only tasks (not standard job lines) can be deleted using this button.

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Add a Picking Slip

This function allows you to send selected job items to the warehouse so they can be picked and prepared for the job.

On this screen you can:

The bottom grid shows the items that have been added to the picking slip.

Actions:

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Planned Time Log

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Copy to Job

This function lets you reuse job lines across different jobs, saving time and ensuring consistency.

Copy to new Job:	Select the job you want to copy the line(s) to
Quote Lines:	Tick to copy as quote lines
Scope Creep (SC) Lines:	Tick to copy as scope creep lines
Cost to Company (CTC):	Tick to copy as cost to company lines
Quantity Type:	Choose how the quantity is copied: - For example, Balance will copy only the remaining quantity
Actions	Continue: Copies the selected line(s) to the chosen job Close: Exits without copying

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Clear Line History

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Delete Job Line

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Change Line Type

?????

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CTC to SC

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Create RFQ

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Production Tracking

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Replace Item

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Manage All

The “Unmanage All” function will reverse any managed quantities on job lines, reducing them back to an unmanaged state based on what has not yet been invoiced.

A	UnManage All items on a job
B	Clear Line History  Only works if the Managed Actual quantity equals zero
C	Delete Job Line Only works if there are no Line History entries

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Move to Job

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Support Log

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Time Log

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Quick Time Log

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Create Checklist

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Checklist

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Complete