Before You Begin

Prerequisite

1. Certainly, before creating an Job Order , it's a good practice to ensure that all the relevant details have been entered or updated. These details typically include information about the supplier, part, part process group subtab of part and any other relevant data. Here's a checklist of the details you should verify before adding a sales order:
2. Supplier Master:Keeping supplier information current helps in selecting the right supplier for the job order. This includes contact details, payment terms, and any other relevant information necessary for communication and coordination.
3. Part Master-Part process groupThe Part process group subtab components for which the part process group is done. Ensuring that the master data for the part is current helps in selecting the right components for the job order , preventing delays or errors caused by outdated information.
4. Partmaster -SubTab Details : The Part-Price, HS-Code, subtab of the part components for which the job order is being placed should be ensured with current details to help in preventing delays or errors caused by outdated information.
5. By Updating these master screens before creating a supplier purchase order, you ensure that the procurement process is efficient, accurate, and free from errors.

Additional Info:

1. Supplier Information:
• Supplier name, contact details, and addresss
2. Part Process Group Information:
• Confirm that the part process group for the part are up-to-date and accurate.
3. Communication:
• If there have been any changes or updates to the order, make sure that relevant stakeholders are informed
• Double-checking these details before creating a job order helps to minimize errors, reduce the chances of miscommunication, and ensures that your job order process is smooth and efficient. It also helps maintain accurate records for future reference and reporting.

1.1 Add Job Order

Add a Job Order - Step-by-Step

Step 1: Reach the Job order Section

Step 2: Adding a Job order

Step 3: Fill in details

Add Job Order Line Item(s):

1. Ensure you've filled in all the necessary details for the job order.
2. Look for the "+" icon located in the bottom left corner of the screen.
3. Click on the "Add" icon to initiate the process of adding a line item to the job order.
4. When a popup is displayed to enter line item details, follow these steps to accurately fill in the required information:

• Select Parent Part: [Dropdown](Mandatory)Choose the relevant Part from the dropdown list. This is a mandatory field.
• Notes:The part against which the select supplier is chosen in the part process group sub tab of the part is displayed as the option.
• Select Process Group: [Dropdown](Mandatory)Choose the relevant process from the dropdown list. This is a mandatory field.
• Notes:The combination of the process and the raw materials chosen against the selected part in the part process group sub tab of the part is displayed as the option.
• Price: [Textfield](Mandatory)The price added in the part process group subtab is displayed here.
• Notes: Prior to submitting Job Order Line Item(s), ensure that all mandatory (*) fields have been filled.
• Duplicate action for same line item of job order is been restricted, If duplicate action is done for the same supplier, part , process it should be added as a line item in another job order.
• Click the “Submit” Button

Submission Of Job Order

• Upon submission of a Job order, the entry will be added and the screen will transition to the editing mode.
• If you change your mind and don't want to add a Job order, click "Cancel" it takes you back to the Job order Search page.
• To Start Over:Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.

1.2 Search Job order

Search a Job order - Step-by-Step

Step 1: Start Searching

On the Job order Search page, you can search in different ways:

• Supplier : Select the Supplier for which you want to search for.
• Job Order Number:Enter the Job Order number for which you want to search for.
• Job Order From Date: Select the date range from when you want to search for.
• Job Order To Date: Select the date range until when you want to search for.
• For All: If you don't have a specific job order number, just click "Search" to see all Job order.

Step 2: See the Results

After clicking "Search," you'll see results:

• If you searched by Job Order Number, Supplier and Dates you'll find the matching result with Generate Job Order [Refer 2.2.6.4] ,Supplier Name, Job Order Number, Job Order Date and Job Order status with an option to View/Edit [Refer 2.2.6.3]
• Notes: The status of the job order is based on the supplier job work inward against the job order.

1.3 Edit Job Order

Edit a Job Order - Step-by-Step

Step 1: Find Job Order Edit

Step 2: Start Searching [Refer 1.1.1.2]

Step 3: Edit Details

• After searching, you'll see the Job Order that you want to edit.
• Click "View/Edit" next to the Generate Job Order to reach the Edit Job Order page.

Step 4:Update Info

On the Edit Job Order page, you'll see existing details.

• Change details that you like to update in Job Order.

Step 5:Save Changes

After editing, review your changes.

• When you're ready, click "Submit" to save the updates.

1.1.1.4 Generate Job Order

• By clicking the Generate Job Order Button a pdf is generated with all the data added in the Job Order (ie. with the address , total amount , DC number)

That's it! You've learned how to ADD, SEARCH, EDIT a customer using the DMeX app. If you need help, contact the support team.