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.
To unselect a job as Ready to invoice, open the job.
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.
Further information
Add Stock to Job When Insufficient Stock
Auto Create Purchase Orders from Jobs
Charge Customer a Re-stocking Fee
Create a Job from a Similar or Previous Job
Create a Template for Recurring Jobs
Credit an Overcharged Customer
Export a Job Report to Spreadsheet
Export Labour Hours from a Job
Select Serial Numbers on a Job
Stock Availability Allocation Process by List
Stock Availability by Location on the Fly