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

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:

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.

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.

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.

Scan Barcode: Scan or enter the item barcode to quickly add it to the request
Last Item / Last Result: Displays the most recently scanned item and result
Scan Log: Shows a history 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.

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

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

You must first select a task from the Tasks section (left panel)
The button will only work when a task is highlighted/selected

When clicked, a confirmation message will appear:

Click Yes to delete the task
Click No to cancel

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

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.

You must first highlight the job line(s) you want to add
Clicking the button opens the Add To Picking Slip screen

On this screen you can:

Select an existing Picking Slip or create a new one
Choose whether to add items from a Quote or Stock Request
View the selected items in the top grid
Add items to the picking slip using Add / Add All / Add Per Quote

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

Actions:

Remove / Remove All: Remove items from the picking slip
Edit: Modify selected lines
Print: Print the picking slip
Close: Exit the screen

Planned Time Log

Copy to Job

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

You must first highlight the line item(s) you want to copy
Clicking the button opens the Copy Job lines to other job screen

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

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.

UnManage All items on a job

Clear Line History

Only works if the Managed Actual quantity equals zero

Delete Job Line

Only works if there are no Line History entries

Manage Job Functions Tab Explained - Detailed

Functions Tab

Manage All

Import Button

New Stock Request

Create PO

Create BOM

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

Move to Job

Support Log

Time Log

Quick Time Log

Create Checklist

Checklist

Complete