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Manage Job Statuses

 Jobs come in various statuses

Status Details
NotStarted Job is unmanaged and not started
Started Job has managed lines or has been started
Completed

Job is completed and closed

A final invoice produces a completed job

Closed
  • Job can be marked as closed
  • Job can be closed for several reasons, no longer in use
  • Company closed down that the job was contracted to.  Stock and labour lost and not recovered
  • Job is closed via the Job Close function button
Cancelled
  • Job is cancelled
  • Job created was a mistake
  • Job was NotStarted and needs to be taken off the list
JobBOM

Job was used to produce Bill of Material end result items

Job acts as a big recipe

InProcessing

Error occurred while completing the job

Close the job to change status from InProcessing to completed, closed or cancelled

One should not have any In Processing jobs

When running reports one can look at Started and completed jobs for reporting.

 Started jobs are active jobs

 

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Correcting a wrong status after closing

Toggle between closed or completed

Go to Job History

 

 


In Processing Status change

This occurs when invoicing and the Job was not able to be completed.

Failed in the final stage of invoice (Invoice most likely processed correctly, but job not completed.

Correct by Closing the job and marking it as completed.

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Job Manage status search

Job Costing > Activity > Manage Job

Due date colours is based on Completion date to current date

 


 

Job Status Line Due Date

Job Costing > Activity > Manage Job

Due date colours is based on Completion date - current date

  

Icon

Details 

Past 30 days from Due date based on current date 

Before 30 days from due date based on current date 

Past 7 days from the Due date based on current date 

Due date is on today’s date 

Future 7 days from current date to due date 

Anything after 7 days up to 30 days in the future 

After 30 days in the future 

 


 

Job Status Lines Indicators

Job Costing > Activity > Manage Job

 

Icon

 

Details 

Not Started

No lines allocated or no marked is complete

In Progress

Line managed - Budget is greater than Actual

Qty Reached

The line quantity balance has reached the budget versus actual and is equal

Qty Exceeded

The line quantity has exceeded the Budget versus actual

Is Complete

Marked with tick box completed

 Status of line, colours

Not Started – No lines allocated or no marked is complete – RED

In Progress – Line managed – GREEN

Qty Reached – Means the line quantity balance has reached the budget versus actual – Blue with a tick

Qty Exceed – Means that the line quantity has exceeded the Budget versus actual - BLACK

Completed – Marked with tick box completed – Black tick


 

Manage Line Status Indicators

 

Job Line Status Word

Job Costing > Activity > Manage Job

 Line status comes in three types

 Not Started           Red

Started           Green

Completed           Blue