In ABRA Flexi, a job order (zakázka) is a code list that can be linked to any documents or their line items. Based on a job order, you can easily produce various analyses, profitability reports, and a range of other related outputs.
In short, it is a module that serves as a linking element between individual documents within a single business case — a job order.
Creating a job order
First, let's look at where to find job orders in the web interface. The easiest way is through the search bar, but you can also navigate via the overview of all modules.
Once opened, you will see an overview of all job orders. Just as in any other module, you can apply filtering, sorting, or customize the column layout.
To create a new job order, click the "New" button in the top right corner of the application.
Note
A job order can also be created automatically when a received purchase order is created. In practice, this means that every time a new received purchase order is created, a job order is also generated. If you are interested in this feature, it can be easily activated in the company settings.
As soon as you open the job order detail, you have the option to fill in a wide range of fields. The visibility of fields can be customized through form field settings. A description of all fields can be found in the documentation for the desktop application; however, the most important ones are described below.
Name; Code
The designation of the given job order. Normally entered manually; when a job order is created from a purchase order, the code will correspond to the internal number of that order.
Company
The business partner to whom the job order relates.
Job order type
Job orders also have their own types, which are used for sorting or pre-filling various fields. The code list is user-definable, meaning you can fully tailor its contents to your needs.
Job order status
User-defined job order statuses. Statuses can be freely defined in the same way as types.
Cost center
If your company is organized by cost centers, specify the appropriate cost center for the job order.
Job order evaluation
Another user-definable code list. You first need to create the available evaluation options yourself — the code list is empty by default.
Job order scope; Estimated costs; Estimated profit
User-definable fields — they have no connection to any documents and represent purely estimated figures for expenditure and scope.
In the tab bar at the bottom, you will find all linked records. As you can see, almost anything can be linked — invoices, stock movements, purchase orders, quotes, and much more.
Using a job order in documents
Let's walk through the most common example of using job orders. A larger order arrives from one of our customers, and we create a job order for it. We create it so that the entire case is fully traceable through a single element — the job order.
We will create a new received purchase order and assign a job order to it.
We save the order and generate an issued invoice from it. A delivery note will be automatically generated from the invoice. The entire business cycle is described in our other guide.
If we open the newly created invoice or delivery note, we will find that the job order is carried over between documents — meaning we can easily locate the invoice or delivery note via the job order.
Purchase documents are also commonly included in a job order — that is, all received invoices or goods receipts related to the job order. By including all related documents in the job order, you ensure accurate calculation of revenues and costs for that job order.
If we return to the job order, we will already find the linked documents beneath it — the purchase order, the invoice, and the delivery note.
Beyond the linking of individual documents, however, the key advantage of a job order is the ability to generate various outputs and analyses based on it. A basic analysis can be found among the print reports available for the job order.
An accounting analysis of the job order is also available. This works purely with the accounting entries of the participating documents — specifically with cost and revenue accounts.
It is worth noting, however, that in some cases the standard outputs may not be sufficient. If you need to customize the job order analysis in any way, or create an entirely different individual output, this can be done using custom queries.
If you are interested in a custom output, please do not hesitate to contact us.
Technical support: +420 371 124 321, podporaflexi@abra.eu
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