--- title: "Create a Job" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31097579/Create%20a%20Job" format: markdown --- Flag Description OrdModDelA When a customer attached to a Sales Order has been changed, the flag OrdModDelA determines if the initial delivery details entered are retained. If Flag OrdModDelA is set to 'no', then the change of the customer will see no change to the delivery details on the order. If Flag OrdModDelA is set to 'yes', then when the customer is changed, the delivery details will change to the new customer's default address. Goal: In this lesson you will learn how to create a new job, a new quote or add a new delivery to an existing job. Steps: 1. From the 'Main Menu' select either - 'Sales Order Processing' - 'Job Processing' or 'Production Scheduling' - 'Job Processing' - 'Job Order Processing' . 2. Choose the 'New Job' transaction type. Job Number: defaults to the next available job number, automatically generated from the company file which may be over-ridden if required. The job number is then linked to a 2-digit delivery number to form the entire job number. Quote: Many jobs start life as a quote and not an order. Key 'yes' if this is a quote or 'no' if you are creating an order. Customer No: key the required customer number. (Search) is available if required. If this is a quote, the customer number field may be left blank. Branch: key the sales Branch number. (Search) is available if required. Press/Click to advance to the other fields on the menu. Copy Job: key 'yes' to create this new job by copying the Sales Order details from a previous job or existing job model. If 'yes', you will be required to specify the job copy details and these details are explained in the next section. Discount Group: defaults to the discount group held in the Customer Master File but may be overridden if required. (Search) is available if required. Prod. Priority: key a rating from 1 - 5 where 1 is the highest priority in regard to production scheduling. The default for this can be set by using the System Tailoring Integer 'OrdDefPrty' (which defaults to '1'). Delivery No: key the required delivery number for the selected job number. The number keyed here will form the last 2 digits of the job order number. If you have keyed an existing job number into the Job Number field, the next available delivery number for that job will automatically default to this field. Delivery numbers cannot be duplicated within the same order number. Delivery Date: defaults to the delivery date keyed at the Sales Order Header screen but can be overridden if required. Confirmed Delivery Date: This field is not accessible by you and is used as a reference only. If the 'JobConfDDt' flag is set to 'yes', when you leave the Delivery Date field, then the a screen will appear allowing you to set a Confirmed Delivery Date for the order. If 'yes' is entered into this field, then the Confirmed Delivery Date field will be populated with the Delivery Date and the Delivery Confirmed flag for the order will be set to 'yes'. If 'no' is entered into this field, then the Confirmed Delivery Date field will not be populated and the Delivery Confirmed flag will be set to 'no' for the order. Work Ctr Model: Work Centre Models are defined through the Work Centre Models program on the File Maintenance menu in Production Scheduling. If your system is interfacing with the Production Scheduling system, you may key the name of the Work Centre Model that is the basis of this job production schedule. Search is available if required. Auto Schedule: Enter 'yes' to automatically schedule this job in Production Scheduling. 3. A delivery details screen appears next, as in Sales Order Processing. Complete the information necessary and press/click . Refer to Completing a Job Quote for how to add product details. Please see the User Manual for details on how to import job quotes from spreadsheet. 4. If you answered 'yes' to the Copy Job field, after completing the job creation information, a screen with the following fields will appear: Model Name: key the name of the model to copy from. (Search) is available if required. If you key a value into this field, you will not be required to respond to the Customer No and Job Number fields. For more information, refer to to Model Creation for further information. Customer No: to copy the details from a previous job, key the number for the customer that owned the job. (Search) is available if required. Job Number: if copying the details from a previous job, key the number of the job to copy from. Delivery From/To: key the range of deliveries from within the specified job or model to copy. Hold Prices: key 'yes' to hold the pricing details that applied to the original job or model. To reprice the job according to the selected customer pricing requirements such as discount group, contracts, etc key 'no' to reprice the job. 5. A delivery confirmation screen will appear next. 6. When the delivery information is correct press to confirm. 7. An order number will be created for each of the above deliveries by using the job number as the first 6 digits and the delivery number as the last two digits. 8. Delivery Details. A delivery details screen appears next, as in Sales Order Processing. Complete the information necessary and press/click . Refer to Completing a Job Quote for how to add product details. Please see the User Manual for details on how to import job quotes from spreadsheet. Review: You can now: Create a new job from scratch. Create a new job by copying from an existing job