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erp-manual:cloud:production:joborder:ordertasks

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Order Tasks

Overview

Tasks are used to manage the list of processes for the Job Order. For every process a task is created, which contains all the details regarding the process like the worker to whom the process is assigned to, the materials used in the process, the output of the process etc.

Add Tasks

To add tasks, click on the plus button in the task section. The Task popup is opened.

The Design ID and Design Name of the order are displayed.
Select BOM: The default BOM of the Job Order is automatically selected.
To add tasks from BOM click on the Generate BOM Tasks action button. The BOM tasks are added in the Process Plan section.

  • Process: The name of the Process is displayed.
  • Comment: Add comment for the task if required.
  • Est. Time: The estimated time for that process is shown. Estimated time can be edited if required.
  • Cost Formula: The cost formula set for that process is shown. The cost formula is set when the process is created in the BOM.
  • Action: You can delete the process by clicking on the Cross button in the action field.

To add task without BOM, click on the Add Record action button. A new entry is created in the Process Plan section.

  • Process: Select the name of the process from the dropdown list.
  • Comment: Add comment for the task if required.
  • Est. Time: Set the estimated time for the process.
  • Cost Formula: The cost formula is set to Time Based by default.
  • Action: You can delete the process by clicking on the Cross button in the action field.

Click on the Confirm action button to add the tasks.

Task List

The list of tasks added for the Job Order are displayed in the Order Tasks section.

The Tasks list shows some basic details about the tasks. A task entry is shown below.

  • Task Name: The name of the task is shown at the top left in blue color. In this example, the task name is Setting.
  • Task Status: The status of the task shown on the right of the Task Name.
  • Qty: The quantity of the task is shown.
  • On: The Start Date and End Date of the task are shown.
  • Est: The Estimated time for the task is shown.
  • Act: The Actual time taken to complete the task is shown.
  • Worker name: The name of the Worker assigned to the task is shown at the bottom.
  • Progress: The progress of the task is shown at the bottom right corner.

Task Edit

By clicking on a task from the Order Tasks list, the details of that task are displayed in the Task section on the right of the Order Tasks list.

erp-manual/cloud/production/joborder/ordertasks.1669292973.txt.gz · Last modified: 2022/11/24 12:29 by Varun Nagrecha