Job Tracking

Overview

Job Tracking, previously known as Production Scheduling, is used to monitor the progress of item either:

1. In manufacturing as it moves through the different stages of production.
2. Ordering and delivery by outside suppliers.

The process is initiated in Quoting, there are 2 option:

1. Automatically Process order that meet the approval business rules.
2. Processed by selecting Process from the Options dropdown in the Quoting Summary page.

For more detail about Processing see this . ......

Once processed there is are entries in Job Tracking and Despatch and the status is updated as the item progresses. Apart form Order Acceptance and Invoicing, Job Scanning is the main method used to update the status.

Job Tracking Views

The criteria for the view is set and then each of the 3 views can be selected to view the search results.

Detail

This shows 1 line per dispatch activity and from here Option gives access to Edit, Pay In and Rebook

Summary

This shows totals, one line per day and Installer/ Courier

Order Summary

This shows each order that meats the requested criteria.

Documents

Emails sent from this screen have been setup to be sent to suppliers, select a job tracking line and the orders you wish to send

the email will send 1 PDF file which includes all documents for each product/each customer.

Scheduling / Installer Pay in / Reworks and Rebook

1. Work Flow -> Dispatch -> Manage -> Select the required Fields and Apply

Scheduling

1. From the Detail View to change the scheduled details select Edit
2. Check and change if needed
   1. Scheduled Date
   2. Dispatch Status
   3. Installer
   4. Dispatch Type
   5. Seq No.
   6. Time to Install
   7. Preferred Time
   8. Add any Order Notes if needed
   9. Add any Dispatch Notes if needed
   10. Save

Seq No can be set directly in the Detail grid simply enter a number to signify the desired order for the delivery/installs. Tip: use multiples of 10 (10,20,30,40) so that changes can be inserted in between.

Installer Pay In

1. Select Options -> Pay In
2. Check and Check if needed
   1. Installation Status at the top for all or on each line item
   2. Add if needed
      1. FitFee Adj and /or Extra Costs
      2. Add Amount Paid, Date Paid, Payment Method and Reference (the amount outstanding will appear in the Amount Paid box)
      3. Save

ReBook

1. Select Options -> Rebook
2. Select Date and ReBook Status
3. This changes the date for Installation and sets the Status as ReBook