{"id":1341,"date":"2019-03-17T12:19:24","date_gmt":"2019-03-17T12:19:24","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=1341"},"modified":"2021-11-07T16:26:31","modified_gmt":"2021-11-07T16:26:31","slug":"job-orders","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/job-admin\/job-orders\/","title":{"rendered":"Job Orders"},"content":{"rendered":"

To view Job Orders<\/strong><\/h2>\n\n\n\n

There are two ways to open the list of Job Orders.<\/span><\/p>\n\n\n\n

Way #1<\/b><\/p>\n\n\n\n

  1. To view the list of Job Orders, on the navigational sidebar select <\/span>Jobs<\/b>.<\/span><\/li>
  2. In the expanded Sales section, select <\/span>Job Orders<\/b>.<\/span><\/li>
  3. The empty page opens.<\/span>\"\"<\/li>
  4. You need to search for a Job. To do that, click the search \"\" button.<\/li>
  5. The Find Job form opens. It contains the following information:
    \n\n\n\n\n\n\n\n\n\n
    Show Finalized toggle<\/strong><\/td>\nMove the toggle right to see all finalized Jobs.<\/td>\n<\/tr>\n
    Show DPP toggle<\/strong><\/td>\nMove the toggle right to see DPP Job.<\/td>\n<\/tr>\n
    Job<\/strong><\/td>\nJob ID.<\/td>\n<\/tr>\n
    Customer<\/strong><\/td>\nCustomer name.<\/td>\n<\/tr>\n
    Site Address<\/strong><\/td>\nCustomer address.<\/td>\n<\/tr>\n
    Finalised<\/strong><\/td>\nIf Show Finalized toggle is switched to right, all finalized Jobs are marked with the \"\" icon.<\/td>\n<\/tr>\n
    DPP<\/strong><\/td>\nIf Show DPP toggle is switched to right, all DPP Jobs are marked with the \"\" icon.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>
  6. In the search field type the customer name or Job ID and press the Enter button. The table is filtered accordingly.<\/li>
  7. Tick the radio button next to the needed Job.<\/li>
  8. Click Add Selected<\/strong>.\"\"<\/li><\/ol>\n\n\n\n

    Way #2<\/strong><\/p>\n\n\n\n

    1. To view the list of Job Orders, on the navigational sidebar select Job<\/strong>.<\/li>
    2. In the expanded Sales section, select Jobs List<\/strong>.<\/li>
    3. On the opened page search for a needed job.<\/li>
    4. Hover over the job and click the Job Variations \"\"<\/strong> icon.<\/li><\/ol>\n\n\n\n

      Note<\/strong><\/p>\n\n\n\n

      If the Job is in Finalized and\/or Not Proceeding<\/strong> status, the Job Orders List could be opened in VIEW <\/strong>mode only.<\/pre>\n\n\n\n
      In both cases the Job Orders page opens:<\/p>\n\n\n\n
      \"\"<\/figure><\/div>\n\n\n\n
      First of all, the system checks the criteria from the System Variables Job tab. They should be satisfied to produce all the Job Orders.<\/p>\n\n\n\n
      If not all the criteria are satisfied, the system will show a warning message in the upper right corner (as it is shown on the screenshot above): \u201cAll the criteria for orders has not been satisfied. Orders can only be produced up to cost center “35<\/em>“. The number 35 <\/em>is replaced with the number of cost centers specified the System Variables Job tab.<\/p>\n\n\n\n
      On the opened page the following information is available:<\/p>\n\n\n\n
      Job field<\/strong><\/td>The predefined job number.<\/td><\/tr>
      Customer<\/strong><\/td>Customer name.<\/td><\/tr>
      Site Address<\/strong><\/td>Customer address.<\/td><\/tr>
      Criteria checkboxes <\/strong><\/td>Criteria from the System Variables Job tab.<\/td><\/tr>
      Orders table<\/strong><\/td>The grid with all Orders created for a particular Job.<\/td><\/tr>
      \u0421\u0421#<\/strong><\/td>Cost Center number.<\/td><\/tr>
      Description<\/strong><\/td>Cost Center name.<\/td><\/tr>
      Order #<\/strong><\/td>Number of order.<\/td><\/tr>
      Creditor\/Supplier<\/strong><\/td>Creditor or Supplier name.<\/td><\/tr>
      Start Date<\/strong><\/td>Contract start date if specified.<\/td><\/tr>
      Amount, $<\/strong><\/td>Amount of money.<\/td><\/tr>
      Attachments<\/strong><\/td>Attachments if some was added.<\/td><\/tr>
      Send by\/Status<\/strong><\/td>Send by method or a status of produced Job Orders.\n
       <\/p>\n
      If a Job Order wasn\u2019t produced, there is email <\/em>or printer <\/em>method.<\/p>\n
      If a Job Order was produced, there is emailed <\/em>or printed <\/em>status.<\/p>\n<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      To select Job Orders<\/h2>\n\n\n\n
      Before produce Job Orders, you need to select them. There several ways to select several Job Orders.<\/p>\n\n\n\n
      Way #1<\/strong><\/p>\n\n\n\n
      Check the boxes for appropriate Job Orders.<\/p>\n\n\n\n
      \"\"<\/figure><\/div>\n\n\n\n
      Way #2<\/strong><\/p>\n\n\n\n
      1. Expand the To Process<\/strong> list at the bottom of the page.<\/li>
      2. Select All <\/em>from the list.\"\"<\/li>
      3. All available Job Orders are selected.<\/li>
      4. If you selected Cost Center<\/em> at the previous step, you need to specify the range from selection. The system selects all Job Orders from the list within the specified range:\"\"<\/li>
      5. You can select Order#<\/em> at the step 2. Then you need to select Order # from the list. As result, all available Job Orders with specified Order# are selected.\"\"<\/li><\/ol>\n\n\n\n
        To add attachments to selected Job Orders<\/h2>\n\n\n\n
        \n