View or Edit a Job

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vieweditjobicon

 

View or edit a job by:

Pressing the F12 function key from anywhere and at any time, or

On the ribbon, go to Jobs> View/Edit Job on the ribbon, or

Right click on Jobs in the Nav Tree and select View/Edit Job.

Info

If job number is not known, use the search features of the Job List in Jim2, to find the job. Double click the job to view/edit from the resulting list. This will bring the job into View mode only. To edit that Job, select Edit at the bottom of the job form.

 

A screen will appear and enter the job number. Click either View or Edit, depending on what function to be performed.

 

View Edit Job

 

Tip

Clicking Cancel will not cancel this job – it will only cancel the choice to edit it.

 

Info

Within the Job header, there is an Ex Job# field – indicating that the Item of this job has been processed previously. Selecting the job number in this field will open the record of that previous job. Cancelling the view of that previous job will go back to the job linked from.

 

Note: Quote# instead of Ex Job# may be shown. What is seen here here is governed by what has been chosen in Tools >Options > Jobs.

 

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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

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