V9 - Job workflow

 

The workflow for a job is as follows:

 

  1. Optional: Create a sales order or sales receipt. 
     
  2. Optional: Determine the work centers needed for the job and create any that are needed.
     
  3. Add the job.
    1. If you created a sales order or sales receipt, generate the job from the sales transaction using the Create job action. SOS Inventory will automatically link the job and its first stage (work center) to the sales transaction.
    2. If the job is not associated with a specific sales transaction, create the job directly.
       
  4. As transactions are created, use the Jobs column to link each associated item on a transaction with the job and its proper work center. (On builds and processes, use the From job and To job columns.) 
     
  5. Use the following tools to help you see your profit and loss:
    1. On the Jobs list (Operations > Production > Jobs), select View profit/loss under the Actions dropdown of the job record.
    2. For a summary of all jobs, run a Profit/loss by job report (Reports > Sales > Profit/loss by job).