Mark a Job as Ready

Back Top Prev Next Print

When users elect that there is no further work to be performed on a job and it is ready to leave the workflow, the job status must be changed to suit the situation (either Finish, RAI.NR or RAI.US). Jim2 then allows for two variations on what should happen next: linked to stock control or stock picking/packing requirements.

Choose which suits the company's work practices:

▪The job is finished and can be invoiced. An invoice can now be produced for this job. The job may involve some stock that could be back ordered if it is unavailable at the time of invoicing.

▪The finished job is ready to be invoiced. Jim2 needs to hold the stock involved in this job to ensure it is available at the time of invoicing and there will be no further input to this job.

Marking a job as Ready not only affects the stock, but the entire job. If stock only needs to be held on a job, use the Reserve Stock option.

Jim2 regards stock as on hand until the job is invoiced.

To select a job as ready to invoice, use the Ready Icon :

1.Edit the job and change the status to Finish, RAI.NR or RAI.US. If the job is a service job, enter a description into the Fault Description and/or Invoice field in the Job header (these will appear on the invoice).

In a multi user environment, where others could be adding or editing stock at the same time, it is a function of Jim2 to monitor the stock transactions at all times. If any stock record on the job is being edited by another user, the job cannot be set to Ready. A wait message will appear as Jim2 tries to lock the stock. Click Cancel in the footer and try again later. Otherwise, wait until Jim2 has performed the recalculation.

2.Click Set Job as Ready on the ribbon or use the F8 function key.