Create Jobs With Stock Releases

System Location: Data Entry > Orders > Orders

This topic provides details on how to create stock releases. Though often referred to as "Stock Orders" or "Stock Jobs", it is not necessary for an entire order or even an entire job to be dedicated to the task of making parts that will be placed into inventory.

For more information see Order Entry.

  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.)
General Section
  1. Select the Customer Code.
    • Consider creating a specific "Stock" Customer if it is common practice to create dedicated stock orders
  2. Verify / provide information for the following fields:
    • Order Number
    • Order Date
    • Default Due Date
      • Individual Due Dates can be changed on the line items grid
    • P.O. Number: Enter a P.O. number for reference
Line Items Section
  1. Select one or more parts to add to the Line Items Grid.
    1. Click Search.
    2. Use the search options provided on the Part Search screen to populate the Selection Grid.
    3. Select one or more parts from the selection grid.
      • Use the CTL or SHIFT keys to select multiple records
    4. Click OK.
  2. Verify / provide information for the following fields for each line item present:
    • Part Number: Populated from part selected
      • If a part was selected by accident, it can be deleted
    • Due Date: Populated with date present in Default Due Date field (General Section)
      • Can be edited per job as needed
    • Work Code and Product Code: Having these values present provides useful ways to filter reports related to jobs
  3. Create Stock Release.
    1. Select the line item that will be made for stock.
    2. Click Details.
    3. Go to the Releases Section.
    4. In the Releases Grid, change the Release Type to STOCK.
    5. Verify the Due Date and Release Quantity while here; edit if needed.

This example assumes the entire quantity is being made to replenish inventory levels. If that is not the case, a single job can have both Customer and Stock Releases present if it makes sense to make more parts at one time than the customer ordered.

  1. Edit other production related information if needed. Common edits include:
    • Entering / editing Job Notes (Job Notes Section)
    • Adding / editing routing information (Routing Section)
    • Adding / editing job requirements (Job Requirements Section - Processed Jobs ONLY)
  2. Click OK to return to the main order screen.
    • If the quantity was edited, it does not matter whether the sales price is updated or not so long as the entire quantity is being made for stock.
      • Stock quantities are not included in the order total.
  3. Repeat the process of changing Release Type for any other line items present as needed.
ClosedProcess the 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 Order Processing.

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.

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

  1. Click Process.
  2. Determine whether material requirements can / should be posted from inventory. (Displayed under the Material Section)
  3. 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 2.
    • 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.)
      • 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.
    • 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.

ClosedPlace Finished Goods Into Inventory

When the parts are completed, a packing list is used to place them into inventory for future use.

  1. Go to the blue Data Entry tab, open the Orders dropdown menu, and select Shipments.
  2. Click New (located at the top of the page.)
  3. Select the order that contains the job(s) with stock releases.
  4. Select the job(s) that are completed and have pieces that are ready to be placed into inventory.
  5. Process the packing list.
    1. If the job has multiple releases, edit the Release Details to include ALL the parts on the packing list or create multiple packing lists as preferred.

For more information, see the following topics:

Tables Used on Orders

Required Conditions

Tables Used on Packing Lists