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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Jobs

Mark a Job as Ready

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When users elect that there is no further work to be done 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 your stock control or stock picking/packing requirements.

 

Choose which suits your 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.

 

Info

Selecting a job as Ready not only affects the stock, but the entire job. If you only need to hold stock on a job, you should use the Reserve Stock option.

 

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

 

To select a job as ready to invoice you need to 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).

warning1

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, you will not be able to select the job as Ready. You will see a wait message as Jim2 tries to lock the stock. If you do not want to proceed immediately, you can click Cancel in the footer and try again later. Otherwise, wait until Jim2 has performed the recalculation.

2.Select the Set Job as Ready icon in the Job toolbar or press the F8 function key.

set job as ready

The Mode field in the Job header changes to Ready.

job set as ready

 

Info

Once you have selected a job as Ready, you cannot edit the job unless you Unmark the Job as Ready.

 

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 a Job from a Similar or Previous Job

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

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