How to Process an Order

When line items are added to an order, clicking the Process button calculates job requirements for each one and makes them available for production within JobBOSS².

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

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

The following scenario assumes the Automatically Post Material option is selected in Company Maintenance.

1. Click Process.
   • The Line Item Quantity Specification screen displays, giving the user the chance to post items from inventory if they are available.
   • If the option to Automatically Post Material is not selected, the system assumes material requirements will be filled later and simply creates the jobs and their related requirements regardless of availability.
2. Determine whether parts can / should be posted from inventory. (Displayed under the Quantity Section)
   • This step is not applicable for stock jobs.
   • If the part listed on the line item has been made in advance and placed in inventory, the quantity that can be pulled is listed in the Post From Stock field.
     • If some or all of the parts that are available should be left in stock:
       1. Reduce the quantity listed in the Post From Stock field.
          • The value cannot be increased beyond the quantity available in inventory.
     • To edit which Bin or Lot the parts should be posted from:
       1. Click the Bins button located next to the Post From Stock field.
       2. Reduce the Qty To Transfer value in the Bin Location used by the system.
       3. Increase the Qty To Transfer for the correct Bin / Lot accordingly.
       4. Click OK to return to the Line Item Quantity Specification screen.
   • If the entire number of parts ordered are already available and are allowed to post, continue to step 5.
   • If some or all of the parts listed on the line item need to be made, continue to step 3.
3. Determine whether parts can / should be re-directed (also referred to as being "robbed") from an existing stock run. (Displayed under the Quantity Section)
   • This step is not applicable for stock jobs.
   • If the part listed on the line item is in process of being made on an eligible stock run, the quantity that can be re-directed is listed in the Available On Stock Job field.
     • If some or all of the parts that are eligible to be robbed should be left alone:
       1. Reduce the quantity listed in the Post From Stock Job field.
          • This can also be done by clicking the Jobs button and reducing the quantity there.
          • The value cannot be increased beyond the quantity available on the stock job listed.
          • If multiple stock releases are open, only one can be robbed from at a time.
          • For more information see Create Jobs With Stock Releases.
   • If the entire number of parts ordered can be robbed and are allowed to post, continue to step 5.
   • If some or all of the parts listed on the line item need to be made, continue to step 4.
4. Determine whether material requirements can / should be posted from inventory. (Displayed under the Material Section)
   • The amount of material needed is displayed in the Qty Required column; the amount of material available is displayed in the Qty On Hand column.
   • If there are any units of material available, the amount the system assumes should be used is listed in the Qty To Post column.
     • If some or all of the material should be left in stock:
       1. Select the appropriate part in the Materials Grid.
       2. Click the Bins button.
          • This value cannot be edited in the Materials Grid.
       3. Reduce the Qty To Transfer value for one or more Bin / Lot records.
          • This functionality can also be used to select which Bin / Lot material should be posted from even if the quantity posted does not change.
       4. Click OK.
       5. Repeat for as many material items as appropriate.
     • To reduce the quantity to post for ALL material requirements to zero at one time, click the Zero Out Grid button.
   • Any needed material that is not entirely filled by posting it from inventory will create a requirement for the difference between the Qty Required and the Qty To Post.
     • Purchased parts will create a requirement that will be filled by creating a purchase order or using the Fill Job Requirement in the future.
     • Manufactured parts (other estimates listed in the Materials Grid) will generate subassembly jobs for the purpose of making the remaining number of needed parts.
5. Determine whether to review posting assumptions for any additional jobs that will be processed or not.
   • Job processing will continue if there are additional line items on the order that have not been reviewed or if there is a need to create a subassembly job as a result of the material calculations in step 4.
   • The user has two options on how to proceed with processing: OK or OK All (buttons located at the top of the screen).
     • Clicking OK closes the Line Item Quantity Specification screen for the current part listed on the order and displays the same options for the next part (if there is one.)
       • The user will have the ability to make the same decisions as listed above and would go through the same steps for each part so long as they click OK and there are more line items to process.
     • Clicking OK All closes the Line Item Quantity Specification screen for the current part listed on the order and automatically decides how material will be posted for any remaining items.
       • The user will not have the ability to decide whether material should be posted or not or to edit where it comes from for any remaining line items.
   • Once all line items have been dealt with the system closes the order form and displays the Order Navigator screen.

Once started, job processing cannot be canceled or stopped.