Job Management

Job management is accomplished via the following system functions:

Jobs

Jobs are entered, processed, and reported on within the Jobs module. Two job types are available:

• Make Jobs: All products (meaning all items defined with a bill of material) are manufactured using Make Jobs, whether destined for stock or for shipment to customers. The order entry, shipping, and invoicing functions are handled by separate sales orders. Make Jobs produce 'outputs', which are finished goods that can be put in stock or shipped directly to customers. Outputs provide for the tracking of item characteristics such as lot and serial control, bin location, etc.
• Service Jobs: Service Jobs are used for the service and repair of customer assets or the maintenance of internal assets. Customers are billed directly from the job without using a sales order.

Estimating

An all-new Estimating module is under development that will make it easy to seamlessly transition from estimate, then to a customer quote, to a confirmed sales order, and then to a job.

You will be able to generate estimates for multiple quantities of an item, including multi-level estimates. You will be able to enter routing and component detail using existing items, descriptors, or freeform items, using existing cost tables or manually entered costs. You can apply different markups to different cost categories within the estimate.

On the customer quote you will have control over which items and components are printed.

Once a quote becomes a confirmed order, you will be able to convert it into a sales order and production job.

Estimates can be re-used over and over again, with cost and price refresh options, and estimates can be copied to other estimates or converted into bills of material.

Features:

• Multi-quantity estimates can be generated from a single set of specifications
• Estimates can be linked to other estimates for estimating multi-level products
• Estimate details can include routings and components
• Costs can come from supplier price table, item estimated costs, or freeform entry
• Components can be stock items, descriptors, or freeform items
• Details can be copied from other estimates, bills of material, kitsets, or routing stages
• Print flag on details controls level of detail that prints on quotes
• Estimates can be converted into sales orders and make jobs
• Estimates can be re-used, with optional cost and price refresh
• Estimates can be copied to other estimates or converted to bills of material