Create a Customer Order For a Freeform / Undefined Part

System Location: Data Entry > Orders > Orders

This topic provides details on how to create an order for customer releases for a freeform part, covers the basics of editing information on a job, and shows how to process an order.

For more information see Order Entry.

The term "free-form part" refers to values entered as Part Numbers in various areas of JobBOSS2 without having a defined part table record associated with it. For example, on a quote this means entering a value by typing it directly into the Part Number field and then providing the desired quantity breaks and sales prices since the system has no underlying record to pull from.

Other areas of JobBOSS2 where this is likely to be done include:

  • Estimates (BOM items)
  • Purchase Orders
  • Jobs (Job Requirements)
  • Orders / Jobs (Part Number being ordered)

The type and amount of information that will have to be provided by the user will vary depending on where the freeform part is entered.

The ability to use freeform parts provides great flexibility; however, it is important to note that they will not be included in the Inventory Summary and cannot have on hand quantities available for use.

  1. Go to the blue Data Entry tab, open the Orders dropdown menu, and select Orders.
  2. Click New (located at the top of the page).

ClosedEnter the Freeform Part

General Section
  1. Select the Customer Code.
    • Populates the Customer Name and multiple fields in the Header Section
  2. Verify / provide information for the following fields:
    • Order Number
    • Order Date
    • Default Line Item Due Date: Used to populate Due Date for line items / jobs as they are entered
      • Individual Due Dates can be changed
    • P.O. Number: Enter the customer's P.O. number for reference
Line Items Section
  1. Click Add Row.
  2. Provide information for the following fields in the row provided:
    • Part Number: Enter an alphanumeric value to identify the item being made
    • Quantity Ordered
      • If multiple releases are needed, open the Line Item Details and enter them
    • Unit: Defaults to 'EA' but can be changed
    • Unit Price: Enter the sales price of one unit
      • Cannot be calculated by system since this is a freeform part
    • Due Date
      • Can be edited per job as needed
    • Work Code
    • Product Code: Must be manually selected
    • Comm Pct (Commission Percent)

Since this is a freeform part, it will have no production related details. See the "Edit Line Item Details" section below for information on adding routing steps and job requirements.

ClosedEdit Line Item Details

Changes for specific jobs can be made in the line item details.

  1. Select the line item / part that needs to be edited.
  2. Click Details.
  3. Edit Release information:
    • Releases can be added by entering them one at a time or by us of the Calculate Releases Utility.

      Clicking the Calculate Releases button launches a utility that can be used to create multiple releases at one time by populating the following fields and clicking OK.

      Release Calculator

      Release Type

      This option Indicates the destination for the associated quantity of the part.

      • Customer - Items will be shipped to customer
      • Stock - Items will be placed into inventory

      Release Start Date

      This determines the shipping date of the first release created.

      Release Quantity

      This represents the number of parts that are expected to be shipped for each release created.

      • Assumes the same quantity will be shipped each time, but the values can be edited afterward

      Number of Copies

      This determines how many releases will be created by the utility.

      Recurrence Unit

      This setting works in conjunction with the selected Interval (immediately below) to determine how frequently the items will be shipped. Options include:

      • Daily
      • Weekly
      • Monthly
      • Quarterly
      • Yearly

      Interval

      This value determines how far apart items will be shipped in terms of the Recurrence Unit selected. For example, a Recurrence Unit of "Weekly" with an Interval of "3" would create releases three weeks apart.

    • Jobs for freeform parts should NOT have releases designated for STOCK since the finished parts will not be included in any inventory calculations or lists.
    • For additional details on entering releases, see the Releases Section of Order Entry.
  4. Enter Job Notes
    • Job Notes print on job travelers
  5. Add Routing information
    1. Click Add Row.
    2. Select Step Type based on the type of work being performed.
      • WORK for work performed internally, at a work center
      • VEND for work performed externally by a service vendor
    3. Click Details for a specific step to edit work center or vendor related details depending on Step Type.
    4. (OPTIONAL) For WORK steps, select / edit an Operation to provide details about the type of work to be performed.
    5. Provide Setup Time / Unit and Cycle Time / Unit accordingly.
    6. Repeat for as many steps as needed to make the freeform part.

    For additional details on entering routing information at the job level, see the Routing Section of Order Entry.

  6. Add Job Requirements after the order has been processed.
    1. Click Search to find the needed item(s) from the part file.
    2. Click Search (now in the Part Search Screen) to display a list of available parts.
      •  Use the search criteria provided to narrow the list
    3. Select one or more parts to include in the Job Requirements Grid.
    4. Click OK.
    5. Enter the Qty Needed (Stock Units) for the number of units required to make the quantity being made.
      • Unlike a BOM, this value represents the total amount of material needed for the entire job as opposed to a single unit.
    1. Job requirements are not available for editing until a Job Number has been assigned (during order processing).
    2. Material requirements can be added / adjusted at any time once the order has been processed.
    For additional details on entering Jib Requirements, see the Job Requirements Section of Order Entry.
  7. Add Miscellaneous Tooling Charge information if needed.
  8. Click OK to return to the main order screen.
Header Section

Information in this section is applied to all jobs present on the order.

  1. Verify / provide information for the following fields:
    • Sales ID
    • Terms Code
    • Tax Code

Terms Code and Tax Code is optional on the order but are required on customer invoices.

ClosedProcess the Order

Line items that represent freeform parts will not have any production related details that will generate material requirements, so processing these items simply provides a Job number that will allow work to begin and Job Requirements to be added as appropriate.

For additional details on processing and unprocessing an order, see the Order Processing page.

For more detailed step by step instructions on processing, see Process the Order.

Production related work cannot begin on a line item in JobBOSS2 until it has been processed and received a Job Number.

Once started, job processing cannot be canceled or stopped.

 

Back to Order Entry