Orders General Section

The General Section is used to provide identifying information for the Order in addition to its total dollar value.

An asterisk [*] indicates a required field.

*Order Number

This value is used to identify the order and can be generated by JobBOSS² or manually entered.

• Can be up to 12 alpha-numeric characters
  • JobBOSS² cannot auto generate the Order Number if alpha characters are used
• Must be unique
• Not the same as Job Number (covered below)

Quote Number

This field displays the Quote that was selected as the source for the Order if one was used.

• Provides values for the following if used:
  • Header Section (Customer related information)
  • Available Addresses (Customer related information)
  • Line Items Section (for selected parts)
    • Manufacturing related details pull from Estimate (if defined)
    • If the part is not defined as an Estimate, manufacturing details will need to be added to the Job once processed

*Customer Code

This identifies who placed the Order.

• A Customer Code must be selected even if all the parts listed are being made for inventory replenishment
• Populates the Customer Name and multiple fields in the Header Section
• Consider creating a "STOCK" (or similar) Customer Code if this is a possibility

Customer Name

This is the extended identification of the Customer.

• System populated based on the Customer Code selected

Order Date

This is the date the Order was placed by the Customer.

• Defaults to the current day's date but can be edited

Default Due Date

Used to populate Due Date for line items / jobs as they are entered

• Defaults to the current day's date but can be edited
• Individual Due Dates can be changed on the line items grid

P.O. Number

This is the Customer's P.O. Number.

• Can be used to differentiate between Orders for the Customer
• Can be up to 30 alpha-numeric characters

Order Total

This is the total dollar value of all the items ordered by the Customer.

• Jobs do not have to be processed for this to be calculated
• Represents the total of all Customer Release Quantities multiplied by the appropriate Unit Cost
• Stock Releases - including subassemblies - are not included in the Order Total since they are going to be placed into inventory or used in the creation of another part

Order Status (Saved Orders Only)

This indicates whether the Order still has active Jobs on it or not.

• Open: Indicates that at least one Job on the Order is still Open
• Closed: Indicates that all the Jobs on the Order are Closed

As indicated above, this field displays only after the Order has been saved.

Default Priority (New Orders Only)

This represents the Priority that will be assigned to any line items added to the Order.

• Default Priority populates with Priority assigned to the Customer selected but can be changed
• Priority represents the relative importance of the Customer and / or Jobs from a production standpoint
• The higher the Priority, the more important the Customer / Job is considered to be
• Priority is used to determine material allocations and can be used to determine which jobs get scheduled first
  • The use of Priority in Scheduling assigns a Priority to every Job
  • For more information see Scheduling JobBOSS2.

As indicated above, this field displays only on Orders that have not yet been saved.

 

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Go to Order Details - Line Items