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Job Item Details

Job Item Details displays items that have been set up for tracking.

Production Tracking > Activity > PT Job Item Search

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      Main tab

      Double click on the job line that want to view

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      Job Item No.
      This number is generated automatically as a consecutive numerical value when a new job is created
      Job Item Name
      Identifies the item being produced, processed, or tracked within a job.
      Category
      Used to group the job item, such as by production line, process stage, or item type. These are setup in configuration.
      Location
      Specifies the position within the production line, such as the individual bays where processing takes place.
      Quality Control
      Displays the result once a quality check or inspection has been completed, such as a pass, fail, or noted damage.

      Inspected By
      Records the name of the person who completed the quality check or inspection.
      Customer
      Identifies the customer associated with the job or item being tracked.
      Document Type
      Indicates the type of document the job was created from, such as a Quote, Invoice, or other source document.
      Document No. Displays the reference number of the document the job was initiated from.
      Doc. Line ID
      Location Planning

      Location Planning defines the workflow path selected for a specific job. These are configured under PT Location Planning in system configuration.

      Within this setup, you determine how frequently checks or inspections are performed, and whether email notifications are triggered for progress updates or delays.
      Group
      Function similarly to categories and can be defined to suit industry‑specific requirements. These are configured within the system settings.
      Linked Parent
      Comment
      Allows users to add notes or additional information related to the job or item.
      Reference
      Enter a reference here if applicable; otherwise, leave this field blank.
      Description
      Enter details describing the item, service, or purpose.
      Default Image
      A default image can be selected once the image has been uploaded as an attachment. It will then appear in the dropdown list.


      General Tab

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      Active
      Barcode No.
      Serial No.

      Sublocation 
      Stock Item

      Stock Catagory
      QR Code URL
      Allow Public View
      GPS Location
      Balance Qty
      Notes


      Location Planned tab

      This screen is used to view the plan and track the progression of a job through each production bay.

      Each row represents a bay (or stage) in the process, shown in sequence order. As the job moves from one bay to the next, this screen allows you to plan and manage the dates for when the job is expected to be in each bay.

      Key points:

      • The Sequence column shows the order in which the job moves through the bays.
      • The Code and Description identify the bay or activity (e.g. Cutting, Assemble, Painting).
      • ETA indicates the planned date the job is expected to reach or complete that bay.
      • Status shows whether the stage has started, not started, or is in progress.
      • Progress visually indicates how far the job has progressed through the planned locations.

      This screen is primarily used for forward planning and scheduling, helping to ensure each bay is prepared and workloads are managed as the job progresses step by step through the process.

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