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erp-manual:cloud:production:joborder:header

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erp-manual:cloud:production:joborder:header [2024/04/09 04:58]
Varun Nagrecha
erp-manual:cloud:production:joborder:header [2024/04/27 06:21] (current)
Varun Nagrecha
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-=====Job Order Header=====+=====Create Job Order=====
  
 ====Overview==== ====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. 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==== ====Header View====
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 In the Job Order Screen, on the top is the Header View. 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. 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. 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 -  On the right side of the Header View are the action buttons. The different action buttons are listed below -
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 **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. **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.
  
- {{ erp-manual:cloud:production:joborderquickadd.png?500 }}+ {{popup>erp-manual:cloud:production:joborderquickadd.png?500}}
  
   * **Order Category**: Select the type of order for that Job Order.   * **Order Category**: Select the type of order for that Job Order.
-  * **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 -  +  * **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 -  
-    * **Finished Goods**: For finished goods, design item is added+    * **Finished Goods**: For finished goods, add Design item. 
-    * **Minimum Stock**: For minimum stock, inventory item is added+    * **Minimum Stock**: For minimum stock, add inventory item. 
-    * **Dismantle**: For dismantle, batch from design inventory is added+    * **Dismantle**: For dismantle, add batch from design inventory. 
-    * **Repair**: For repair, batch from design inventory is added+    * **Repair**: For repair, add batch from design inventory. 
-    * **Multiple item**: No target item is added+    * **Multiple item**: No need to add target item
   * **Quantity**: Fill the order quantity.   * **Quantity**: Fill the order quantity.
   * **Req Date**: Select the required by date with the date picker.   * **Req Date**: Select the required by date with the date picker.
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   - The Confirm Action popup is opened. Click on //Yes, Proceed// to cancel the Order.   - The Confirm Action popup is opened. Click on //Yes, Proceed// to cancel the Order.
  
- {{ erp-manual:cloud:production:jobordercloseorder.png?500 }}+ {{popup>erp-manual:cloud:production:jobordercloseorder.png?500}}
  
 Order can be canceled only when the following conditions are fulfilled -  Order can be canceled only when the following conditions are fulfilled - 
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   - The Confirm Action popup is opened. Click on //Yes, Proceed// to close the Order.   - The Confirm Action popup is opened. Click on //Yes, Proceed// to close the Order.
  
- {{ erp-manual:cloud:production:jobordercloseorder.png?500 }}+ {{popup>erp-manual:cloud:production:jobordercloseorder.png?500}}
  
 The Order will be closed automatically for Orders with output enabled. \\ The Order will be closed automatically for Orders with output enabled. \\
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   - The Confirm Action popup is opened. Click on //Yes, Proceed// to close the Order Sheet.   - The Confirm Action popup is opened. Click on //Yes, Proceed// to close the Order Sheet.
  
- {{ erp-manual:cloud:production:ordersheetcloseorder.png?300 }}+ {{popup>erp-manual:cloud:production:ordersheetcloseorder.png?300}}
  
  
  
erp-manual/cloud/production/joborder/header.1712638711.txt.gz · Last modified: 2024/04/09 04:58 by Varun Nagrecha