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--- erp-manual:cloud:production:joborder:header [2022/11/18 08:00]
Varun Nagrecha
+++ erp-manual:cloud:production:joborder:header [2024/04/27 06:21] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
-=====Job Order Header=====
+=====Create Job Order=====
 ====Overview====
 Header stores the general information related to the order. User can edit information like Order Category, Design Name Order Type, Quantity, Priority, Plan date and other information.
+===== Start =====
+  * Click on Sales Order Menu and then click on Create New button
 ====Header View====
@@ Line 9: / Line 12: @@
 In the Job Order Screen, on the top is the Header View.
- {{ erp-manual:cloud:production:joborderheaderview.png?700 }}
+ {{popup>erp-manual:cloud:production:joborderheaderview.png?700}}
 On the left side of the Header View, some of the Job Order Details are displayed. User can view all the other details of the Job Order by expanding the Header View using the Show More Details button.
 The expanded view can reverted back using the same button.
- {{ erp-manual:cloud:production:joborderheaderdetails.png?700 }}
+ {{popup>erp-manual:cloud:production:joborderheaderdetails.png?700}}
  On the right side of the Header View are the action buttons. The different action buttons are listed below -
-  * //Edit Order//: This button opens the Edit Job Order Header popup. From this screen you can edit the Job Order details as per requirement.
+  * **Edit Order**: This button opens the Edit Job Order Header popup. From this screen you can edit the Job Order details.
-  * //Approve Order//: Clicking on this button approves the Job Order.
+  * **Approve Order**: Clicking on this button approves the Job Order.
-  * //Reject Order//: Clicking on this button rejects the Job Order.
+  * **Reject Order**: Clicking on this button rejects the Job Order.
-  * //Order Variation//: User can add variations to the order using this button.
+  * **Order Variation**: User can add variations to the order using this button. Applicable only for finished goods
-  * //Hold/Resume//: This buttons opens the Hold popup, for putting the Job Order on hold or to resume it.
+  * **Hold/Resume**: This buttons opens the Hold popup, for putting the Job Order on hold or to resume it.
-  * //Recalculate Cost//: This button can be used to recalculate the order cost.
+  * **Recalculate Cost**: This button opens the Recalculate Cost popup, which can be used to recalculate the order cost.
-  * //Show More Details//: This button is can be used to expand/shrink the Job Order Details Header.
+  * **Show More Details**: This button is can be used to expand/shrink the Job Order Details Header.
-  * //Search Order//: This buttons redirects to the Job Order Search Screen.
+  * **Search Order**: This buttons redirects to the Job Order Search Screen.
+**Note: ** When the Job Order is linked to an Order Sheet, the Approve and Reject buttons will not be visible on the Job Order Screen. In such case, the approval of Job Order needs to be done from the Order Sheet Screen.
 <html>
@@ Line 32: / Line 38: @@
 ====Header Edit====
- {{ erp-manual:cloud:production:joborderquickadd.png?500 }}
+**Step 1:** Click edit Header. System will open a popup to edit the information of the header. The user can use this screen to edit the Job Order details as per requirement.
-  * //Order Category//: Select the type of order for that Job Order.
+ {{popup>erp-manual:cloud:production:joborderquickadd.png?500}}
-  * //Target item//: To select Item, click on the plus button and select your target item. Based on the Order Category selected, target item list is displayed -
-    * //Finished Goods//: For finished goods, design item is added.
+  * **Order Category**: Select the type of order for that Job Order.
-    * //Minimum Stock//: For minimum stock, inventory item is added.
+  * **Target item**: Click **+ button** and select the target item. This will **open search screen** for users to search and select the item to add. Based on the Order Category selected, target item list is displayed -
-    * //Dismantle//: For dismantle, batch from design inventory is added.
+    * **Finished Goods**: For finished goods, add Design item.
-    * //Repair//: For repair, batch from design inventory is added.
+    * **Minimum Stock**: For minimum stock, add inventory item.
-    * //Multiple item//: No target item is added
+    * **Dismantle**: For dismantle, add batch from design inventory.
-  * //Quantity//: Fill the order quantity.
+    * **Repair**: For repair, add batch from design inventory.
-  * //Req Date//: Select the required by date with the date picker.
+    * **Multiple item**: No need to add target item
-  * //Plan Start Date//: Select the planned start date for the Job Order with the date picker.
+  * **Quantity**: Fill the order quantity.
-  * //Plan Finish Date//: Select the planned finish date for the Job Order with the date picker.
+  * **Req Date**: Select the required by date with the date picker.
-  * //BOM//: The Bill Of Material is selected automatically when Item is selected.
+  * **Plan Start Date**: Select the planned start date for the Job Order with the date picker.
-  * //Order Type//: Select the type of order from the dropdown list.
+  * **Plan Finish Date**: Select the planned finish date for the Job Order with the date picker.
-  * //Customer//: If Customer is specified for that order, select Customer from dropdown list.
+  * **BOM**: The Bill Of Material is selected automatically when Item is selected.
-  * //Budget//: Set the budget for the Job Order.
+  * **Order Type**: Select the type of order from the dropdown list.
-  * //Reserve//: Reserve is for extra costs incurred in the Job Order like Marketing costs, Delivery costs etc. The default value for reserve is already set and be changed by selecting from dropdown list.
+  * **Customer**: If Customer is specified for that order, select Customer from dropdown list.
-  * //Priority//: Select the priority for the order from the slider. The default priority is set to 'B'.
+  * **Budget**: Set the budget for the Job Order.
-  * //Queue//: Set the order for different Job Orders by setting queue value accordingly.
+  * **Reserve**: Reserve is for extra costs incurred in the Job Order like Marketing costs, Delivery costs etc. The default value for reserve is already set and be changed by selecting from dropdown list.
-  * //Comments//: Add Comments as required.
+  * **Priority**: Select the priority for the order from the slider. The default priority is set to 'B'.
-  * //Special Instructions//: Add Special Instructions for the order as required.
+  * **Queue**: Set the order for different Job Orders by setting queue value accordingly.
-  * //Controller//: Select the person who is incharge of the Job Order.
+  * **Comments**: Add Comments as required.
-  * //Confirm Action//: Click on the Confirm button to confirm changes.
+  * **Special Instructions**: Add Special Instructions for the order as required.
-  * //Cancel Action//: Click on the Cancel button to cancel changes.
+  * **Controller**: Select the person who is incharge of the Job Order.
+**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
 <html>
 <p style="border:2px solid green; color:green"> Whenever the textbox are green in colour, it means that particular textbox is an autocomplete textbox i.e. user can make a selection by entering some text and choosing from among a list of options.</p>
 </html>
+====Cancel Order====
+  - The Order can be canceled by clicking on the arrow button next to the Order Status and click on Cancel Order.
+  - The Confirm Action popup is opened. Click on //Yes, Proceed// to cancel the Order.
+ {{popup>erp-manual:cloud:production:jobordercloseorder.png?500}}
+Order can be canceled only when the following conditions are fulfilled -
+  * All tasks should be closed
+  * All pending materials and finished goods are returned back
+  * The completed output quantity should be less then the expected output quantity.
+====Close Order====
+  - After completion of all the processes, the order can be closed by clicking on the arrow button next to the Order Status and click on Close Order.
+  - The Confirm Action popup is opened. Click on //Yes, Proceed// to close the Order.
+ {{popup>erp-manual:cloud:production:jobordercloseorder.png?500}}
+The Order will be closed automatically for Orders with output enabled. \\
+The Order can be closed only when the following conditions are fulfilled -
+  * All tasks should be closed
+  * All pending materials and finished goods are returned back
+  * The completed output quantity should be less then the expected output quantity.
+  * When the returned material or finished goods is well received
+====Close Order Sheet====
+  - After all Job Orders in an Order sheet are closed, the Order sheet can be closed by clicking on the arrow button next to the Status and click on Mark Closed.
+  - The Confirm Action popup is opened. Click on //Yes, Proceed// to close the Order Sheet.
+ {{popup>erp-manual:cloud:production:ordersheetcloseorder.png?300}}

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