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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Jobs

Create a Job from a Similar or Previous Job

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Search for the job that you want to duplicate by either:

Click the View/Edit Job icon in the ribbon and entering the Job# of the job you want to duplicate, or

Click the Create List icon in the ribbon and use the search criteria to narrow your choices. Select the job you want to duplicate from the search results by double clicking the Job#.

 

The job you want to duplicate will now be in view. Click Create Similar in the Job footer.        

 

A selection screen will appear.

 

create similar dialog

 

Choose which fields of that job you would like duplicated on the next job, and click OK.

 

Info

Select All will exactly duplicate the fields from the chosen job – with the exception of the Job# (a unique number for every job is automatically generated by Jim2, regardless of how you are adding a job), Status and Time/Date/Initial fields.

 

Now, you will have a new job that will be similar to the first. You can edit the job fields as normal.

 

Info

Create Similar with the job in View mode will automatically close the original job when producing duplicate jobs.

 

Create Similar with the job in Edit mode will keep the original job open and produce a duplicate job, ready to be edited. Cancel Similar will abort the adding of the new job (without affecting the original).

 

Inactive stock will not be added when using the Create Similar function.

 

Quality

In a multi-user environment, where others could be adding jobs at the same time, it is a function of Jim2 to monitor the sequence of unique job numbers issued at all times. If Cancel Similar is nominated by one user, and another user has been given the next sequential job number already, the obsolete job number is automatically given a system status of Cancel to ensure the integrity of the database.

 

Further information:

Job Options

Job Setups

Jobs Security

Jobs at a Glance

Add a Job

Add Comments to a 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 POs from Jobs

Create Back order

Credit an Overcharged Customer

Dispatch

 

Handle Part Delivery of Jobs

Invoicing

Job Comment Grid

Job Footer

Job Header

Job List

Job/Order Prepayments/Refunds

Job Reports

Job Stock Grid

Jobs

Manufacturing Jobs

Mark a Job as Ready

Print a Job

Reserve Stock for a Job

Retail Jobs

 

Return from Customer

Scan Stock into Jobs

Sales Register

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Taking Deposits from Customers

Unlink a Job

Unmark a Job as Ready

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job