Unmark a Job as Ready

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When a job has been set to Ready, it is locked from further editing by any user – in effect, it can only be invoiced. A job that is set to Ready contains stock that no other jobs or users can use. However, sometimes the job does require further editing, or the stock needs to be used elsewhere. Jim2 provides for this by allowing users to unselect the job as Ready.

 

This can cater for instances where:

The job record itself needs to be edited. To hold the stock on the job, unselect the job as ready and use the Reserve Stock function until the job is ready to be invoiced again.

The stock on the job is needed elsewhere. To release the stock, unselect the job as Ready and either UnReserve the Stock or Unallocate the stock.

reserve stock
unallocate icon

 

To unselect a job as Ready to invoice, open the job.

 

unready        

 

1.Click Unselect Job as Ready on the ribbon, or use Alt+F8 keys simultaneously.

2.The Inv# field in the Job header changes to its previous status of Reserved or Active.

 

How to

Add a Job

Add Comments to a Job

Add Discount 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

Charge a customer a restocking fee

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

Import 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

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unallocate stock from a job

Unlink a Job

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