Job Order Types
Job order types allow you to classify job orders according to various criteria — types within a fixed job order category. Two types are provided by default, which you can modify, delete, or replace with your own types to suit your company's needs. You can find them in the "Sales" module under "Job Order Code Lists".
The toolbar at the top of the table contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
Main Panel
Click the "New" button or press the keyboard shortcut Alt+N to open the form for a new record.
The toolbar at the top of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
Code
Required field, may contain up to 20 characters. The value must be unique across all records.
The code (also referred to as an abbreviation) is a shortened representation of the record. By entering the code, you can quickly select a specific record without having to search through hundreds of entries.
We recommend choosing a code that clearly reflects the record name (and conversely, that the record name gives a good indication of the code). Codes are displayed in individual rows of list views, so it is advisable to keep them short.
Name
Required field, may contain up to 255 characters.
The name generally represents the record in list views, printed reports, and drop-down lists, so it should identify the record in a clear and unique way.
If you configured foreign languages during initial setup, clicking the "+" button allows you to fill in the "Name" field in the selected foreign languages. These language variants of the name are printed on documents when using foreign-language printing. Click the "−" button to close the foreign-language name fields.
"Basic Information" Tab
Filling in the fields on this tab is optional. It is intended to make it easier to complete individual job orders.
Responsible Employee
Use the drop-down list to select a person from your persons list. The person saved here will be automatically carried over to any job order of this type.
Job Order Category
Use the drop-down list to select: production or non-production. These values are fixed within the application and cannot be modified. They are used solely for the basic classification of job order types.
Cost Center
Use the drop-down list to select the cost center that will, for example, handle the job order. The cost center saved here will be automatically carried over to any job order of this type.
"Texts" Tab
The "Texts" tab is present in all code lists and all list views. It contains two fields where you can enter information according to your own needs. Completing these fields is optional.
Description
A more detailed description of the job order type.
Note
Additional notes about the job order type.
"Administration" Tab
The "Administration" tab contains information about the time-based validity and visibility of the record in the code list (list view). The validity period is defined by a range of calendar years. Within the specified range the record is active; outside of it, the record is inactive and will not appear in the code list at all. By restricting the validity period, you ensure that users are not slowed down by having to scroll through obsolete records during routine use of the code list.
Because the validity period is based on calendar years, it does not correspond to fiscal accounting periods.
Valid From
The calendar year in which the record's validity begins.
Valid To
The calendar year in which the record's validity ends.
If you want the record to have unlimited validity, leave the default value of "0" in the Valid From field and "9999" in the Valid To field. The record will then be usable in all calendar years and will appear in the list for every calendar year.
If you set both the Valid From and Valid To fields to "2016", the record can only be used in the year 2016 — meaning it will only be visible in the list during that year (see accounting period in the sidebar navigation header).