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Job System

The job system keeps inventory tied to a specific build, project, or internal task. Use jobs when stock should stay traceable to one purpose instead of being treated as general warehouse stock.

Jobs appear across purchasing, receiving, issuing, and shipping workflows, but this page focuses on the Job record itself and where job references show up in the product.

Quick Reference

AreaWhat the Job Does
Jobs ListCreates and maintains the job record
Locate / MoveLets you search and review stock by job
ReceivingLets the receive transaction carry a job reference
Purchase OrdersSupports job context on the header and per line
IssuingTags the issue transaction with a job
Shipping OrdersSupports job filtering on the order list

Create a Job

  1. Open Orders -> Management -> Jobs List.
  2. Click Add Job, or use the edit icon for an existing record.
  3. Fill in the required fields. Required fields are marked with checkmarks.
  4. Click Save.

The Jobs List menu opens the All Jobs view.

The Jobs list also supports Active Jobs and Retired Jobs views. Retiring a job removes it from normal selectors without deleting its history.

Jobs in Locate / Move

The Locate / Move search supports a Job filter so you can find stock tied to a specific job. The results can also display a Job column for review.

This page should not be treated as a direct inline job-reassignment screen. For the full stock-movement workflow, see Moving Stock.

Jobs in Receiving

The receiving page can expose a Job selector depending on transaction state and configuration. When a job is applied on that page, the received stock keeps that job reference.

In some cases the page applies one job globally. In others, receiving can preserve or override job values per row.

For the full receiving workflow, see Receiving.

Jobs in Purchase Orders

Purchase orders support jobs in two ways:

  • A PO header can carry a job as the default context for the order.
  • Individual PO lines can carry their own job values.

When a PO header already has a job, line-level job fields can inherit that context rather than forcing the same stored value onto every line.

For the purchasing workflow that uses jobs to keep work-order material traceable, see Manufacturing Purchasing.

Jobs in Issuing

The issue screen can include a Job selector. Selecting a job tags the issue transaction with that job and affects the job-related availability context shown on the page.

Selecting a job does not remove non-job items from the visible grid. It applies job context to the transaction and the job-related availability information shown on the page.

For the full issue workflow, see Issuing.

Jobs in Shipping Orders

Shipping Orders supports job filtering on the order list. Depending on configuration, order lines can also expose additional job-related actions.

For the full shipping-order workflow, see Shipping Orders.

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