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Manage Job Functions Tab Explained - Detailed

Functions Tab

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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
Create BOM
Verify task stock
Task Stock Request
Delete Task
Add to Picking Slip
Planned Timelog
Copy to Job
Clear Line History
Delete Job Line
Change Line Type
CTC to SC
Support Log
Time Log
Quick Time Log
Checklist
Complete
 
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

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

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

  • Choose a file to import
  • Set a quantity multiplier (if required)
  • Click Upload to import the lines

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

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File 
Multiply Qty
Upload
Show Errors
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:

  • Enter a reference and description for the request
  • Select the requested by user and required date
  • Add the stock items and quantities needed
  • Link the request to the job number

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

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  • Basic Tab
Complete To Store 
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

Scantaborenterthe/ DisplaysthemostShowsahistory
works the same as the Basic tab but is designed for barcode scanning.

  • Scan BarcodeBarcode:
 Scan
item barcode to quickly add it to the request
  • Last Item
    		•
    Last ResultResult:
    recently scanned item and result
  • Scan LogLog:
    		•
    of scanned items

    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.

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    Grouping Select

    Choose how items are grouped when creating POs:

    • None or(no Suppliergrouping)
    • Creditors (group by supplier)
    Description
    Enter a description for the purchase order(s) 
    SupplierCreditor

    Select or update the supplier for the items
    Show Not Started
    Displays items not yet processed
    Show No SupplierCreditor
    Shows items without a supplier assigned
    Show Zero ItemsIncludes items with zero quantity
    Show PO ItemsShows 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

    Create BOM

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    Verify Task Stock 

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    Task Stock Request

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    Delete Task

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    Add a Picking Slip

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    Planned Time Log

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    Copy to Job

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    Clear Line History

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    Delete Job Line

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    Change Line Type

    ?????

    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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    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

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