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
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.

 

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:

Only valid items will be imported, and any errors can be reviewed using 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:

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.

 

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

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)

Verify Task Stock 

Task Stock Request

Delete Task

Add a Picking Slip

Planned Time Log

Copy to Job

Clear Line History

Delete Job Line

Change Line Type

?????

CTC to SC

Create RFQ

Production Tracking

Replace Item

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

Support Log

Time Log

Quick Time Log

Create Checklist

Checklist

Complete