To create a single level manufacturing job, go to Jobs > Add Job.
(See below for information on Multilevel Manufacturing jobs). Select a customer in one of the following ways:
▪Start to type the customer name. Jim2's intuitive type will begin to pre-empt your choice of names from the card code list as you type.
▪Click the ellipsis [...] beside the Cust# field to display the full list of customers and then choose from the list.
Type a customer reference (for example, name of the person who requested the job) in the Customer Ref# field.
|
This alpha/numeric reference should be supplied by the customer so that they can match this job with their own internal procedures, personnel, purchase orders or work orders. If multiple jobs are required for the same reference number (work order), you can use Job List to monitor the progress of the work order. |
When you get to the Item# field, type enter the Manufacturing Item code. Once the Item code has been entered, the job will change to a Manufacturing job.
When you add a Manufacturing Item to a job there are four fields that will be added to the Sale or Service Job form – Stock#, Description, Location and Qty of stock you want to manufacture. These fields are filled in from the Item setup information, except for the Qty and Location.
When you tab your cursor off the Item# field, you will notice that Jim2 has changed the job card to display the description and stock code details of the desired manufacturing Item, and has moved the cursor to the Qty field, prompting you for the quantity that you want to manufacture.
|
If the manufacturing stock has Attributes on purchase ticked, prior to finishing the job you will need to select the attributes. This is located in the Desc. field in the Job header:
If you attempt to set the job to Ready upon Finish without selecting attributes, you will receive this warning:
 |
|
You will see some letters underlined in the field names within the header, eg. Cust#. Using Alt+ the underlined letter will jump you to the field beside that heading. |
|
You can only manufacture whole quantities, ie. you cannot manufacture, say, 4.5 of something. |
The order of stock added to a manufacturing job is the same order as it is on the manufacturing Item.
Use the drop-down list to select the location you are manufacturing this stock to. The Location field will default to that set up in the user's card file.
Qty is the quantity you want to manufacture. Enter the quantity, and the stock grid fields will be filled with the required stock and quantities (quantity required to manufacture 1 x the quantity you want to manufacture). Enter the serial number (if required) in the Serial# field.
|
Manufacturing job also handles Fixed Quantity stock, for example a machine setup. Stock used in the manufacturing process is added to the stock’s related manufacturing Item. This is the stock required to manufacture one product. When changing the quantity to manufacture, the stock is multiplied by that quantity.
Ticking the Fixed Qty box on the manufacturing Item’s stock will keep that stock’s quantity the same, regardless of quantity of stock being manufactured. This is useful for stock like Machine Setup, where there is one machine set up per manufacturing job, regardless of the quantity of stock being manufactured. |
Enter the desired quantity, then tab away from this field. When you do so, a Confirm screen will appear, asking if you would like to re-add to this job and the various bits of stock (and their quantities) that make up this manufacturing Item. Click Yes.
Jim2 will automatically re-add the appropriate stock codes and quantities to this manufacturing job.
Once the job is ready to manufacture, change the status of the job to Finish. At this point, you now have two options:
1.Depending on your workflow, set the job to Ready. An example would be where one person has completed a section of the job, however further work needs to be done.
2.Manufacture the job. This, in turn allows for invoicing of the job.
From the ribbon, select the Manufacture Job icon, 
and the screen shown below will appear.
Your choices are:
Option Number |
When to Use This Option |
|---|---|
1.Enter a Job Number |
Do this if you want this manufacturing job to be linked to a specific service job, sales job, or order. A manufacturing purchase order will be created. |
2.Enter 0 as a Job Number |
Enter 0 if you simply want to place the manufactured product straight into stock on hand, and/or backfill jobs sold in advance. A manufacturing purchase order will be created. |
3.Cancel |
Click Cancel if you are not yet ready to manufacture. The manufacturing job will go to status Ready, and will reserve the stock for when you are ready to manufacture. Should you need to free up your stock components, you will need to go back to the manufacturing job, and select the Set Job as Not Ready icon. |
If you applied a job number, or entered 0 and clicked OK, a manufacturing purchase order will be created.
Now, when you have a look at stock, you will see that the bikes for your Winter sales promotion have been manufactured.
As you are able to sell manufacturing stock in advance Jim2 allows the option of manufacturing it for a specific job/customer, and not automatically backfilling any sold in advance. You only have one go at assigning the job number.
Once you have manufactured the job, the Invoice# field shows as the Purchase# field, which you can choose to take you to the manufacturing PO.
|
If you have cancelled a job accidentally, you can edit the job and change the status to whatever you wish.
Note: You can edit a job on the status of Cancel or Finish, but you cannot edit it once the job has been manufactured. In this case, the job must be unprinted. |
Once a stock is set up for multilevel manufacturing, you can add a job and select the related Manufacturing Item. If the stock code is SUB.ASSY1, then the linked Manufacturing Item would be SUB.ASSY1+.
The only difference from a standard (single level) manufacturing job is an additional Cost field.
It will be populated with the default cost specified in the manufacturing stock code (Details tab), and it will show the default cost of 1 unit. The cost can be changed at any time up until the point of selecting the Manufacture icon.
Regardless of how many products you are manufacturing, the cost figure is the cost to manufacture one unit.
The totals displayed on the Cost tab of the manufacturing job have been updated to display the total fixed cost, the estimated actual cost, and the difference. You would expect this difference to be posted to the linked Fixed Cost Offset GL account when you select the Manufacture icon.
Further information:
Set up and Use Multi-Level Manufacturing