What is in the Job

Once the Job is created the user can navigate through its different tabs and check or edit the job information, as need.

Note: The new Job, created from an Estimate or from a Product Specification, is independent. That means no modifications executed on the Job will affect the original Estimate or PS. However, it is possible to change a Job through changes made in the original Estimate.
To do so, first go to the original Estimate and change its status back to “Make estimate”, then change it as needed and save it. Back to the respective Job the user will see a message asking if the changes will be accepted.
If the user chooses “yes” all the changes made in the estimate will be applied to the Job.

 

General

On this tab the user finds all the basic information regarding this Job. Depending on how the job was created (from an Estimate, from a PS or from another Job) some fields will be already filled in and some will not even be editable.

 

Under Job complete the fields as described:

 

Under Product information complete the fields as described:

 

Under Classifications complete the fields as described:

 

Under Cost information complete the fields as described:

 

Under Other information complete the fields as described:

 

The product’s technical information is described under the Product tab. The fields in this tab are for information only and cannot be edited.

The product’s detailed dates are listed under the Dates tab. The dates in this tab are can be edited.

 

Product

This tab displays this product’s specification. The user can modify the information on these fields as needed, but it will be always already completed by default, based on the information given by the original Estimate, Job or Product specification.

Check the information on each field and edit it if necessary.

To add other information in the product specification that are not displayed in the component, click + in the left side menu.

Note: For more information on product specification refer to Introduction to Estimating and to Product Specification Records.

Note: The system indicates with an exclamation icon when there is a mandatory information pending in one of the product components:

Other important buttons on this lateral menu are described below:

 

If any changes are made, click Recalculate in the toolbar on the top of the screen.

 

Quantity/ Shipping

This tab displays all the information on how many products will produced, the linked inventory item and where and when they will be delivered. Once again, on this tab some fields will not be available for edition depending on the Job’s origin.

 

Under Products the following fields are displayed:

 

Note: Depending on how the Job was created, some of those fields will not be available for edition.

 

Engineering

This tab displays the job’s whole production route, showing which machines and materials will be used.

Clicking on each component or step, it is possible to select and edit the route and view details by as highlighted below:

Using the buttons in the left it is possible to modify the engineering route view:

 

Cost

This tab displays a table describing the production costs calculated in the Job:

Note: you can click the printer icon in the tool bar to print these reports.
If necessary, click Restore default cost button to undo any changes in quantities and values for a given cost group.

The system displays the Standard view type by default. This option always shows the current job costs and will be automatically updated if any changes are made in the job:

Besides the Standard view, this tab also provides the Estimated x Planned and Estimated x Planned with chart options, that allow the customer to compare the estimated costs with the planned costs:

Note: A job may not have an estimated cost (if it was not created from an estimate) either a planned cost (if one was not saved yet) and in these cases the Estimated x Planned views will show no data. But it always have a current cost and, therefore, the Standard view.

Both options compare the cost value from the Estimate (estimated cost) against the planned cost.

The “planned cost” is like a ”picture” taken from a chosen status of the Job. To define from which status the planned cost will be taken go to Job general settings, under Cost analysis and results setting, select the status in which the planned cost will be recorded:

The planned cost will be recorded every time the job is saved in the chosen status. That means if the chosen status is “sent to production”, for example, the user has to:

Change the Job status to send to production

Save it. The costs as they are in this stage will be considered “planned costs”.

Change it back to the previous status

Make any changes in the cost

Save it again

Access cost tab and check the comparison between the current (estimated) and the planned costs.

Note: Any time the job is saved being in the chosen status the planned cost values will be overwritten by these new ones.

 

Planning

On this tab the user can view in details how each part of each component is organized for production, incluiding information such as quantities, planned starting and finishing dates, respective activity etc.

The fields on this tab are only for information and cannot be edited.

 

Materials

All the elements that are part of the job’s product are listed on this tab alongside with the respective materials information used in each element.

The data under Supplier and Inventory item can be added or edited. The other columns on this tab are only for information and cannot be edited.

 

Notes

On this tab the user can enter any relevant notes about this job. By default the system provides the General Notes fields, but the user can create other fields as needed in Planning > Records > Planner > Job note type. Also, clicking the Copy notes from other Job the user can select a previous Job to copy the observations from.

 

History

Under History the user can find logs on most changes made and saved in this job: