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Jim2® Business Engine Help File

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Select Serial Numbers on a Job

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If the stock being sold is set up with the stock record as Serial Number on Purchase, select which serial numbers from what is in stock are being sold to a particular customer. Stock cannot be sold in advance on a job which requires a serial number on purchase.

 

When entering this stock into the parts grid in a job there is a grey ellipsis [...] on the far right of the Description field. Select this to show the available serial numbers.

 

select serial no

 

Info

Serial numbers committed on other jobs are flagged with a light blue background.

 

serial no1

 

If the stock added to a job is set up as Serial Number on Sell, enter a serial number (maximum of 50 characters) when trying to sell this stock. Serial on sell stock can be sold in advance.

 

To enter the serial number for the quantity of stock being sold, select the ellipsis [...] on the far right of the Description field of the stock line and the following screen will appear for entry of the serial numbers.

 

serial no on sell

 

Click in the Search field, then use Ctrl+F to pop up the Search dialog, where you search for all or part of a serial number.

 

searchserial

 

How to

Add a Job

Add Comments to a Job

Add Document to Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto create purchase orders from Jobs

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Job/Order Prepayments/Refunds

 

 

Mark a Job as Ready

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job