About Orders

An Order can contain one or more production runs (Jobs) for items that will either be shipped to a specific customer or placed into inventory upon completion. Items placed into inventory can be used in the production of other manufactured parts (as subassemblies) or be pulled from stock and immediately shipped to a customer.

Where to Start

Before you start creating orders, it's important to make sure you have defined all the tables you need and that you understand how the system will behave based on the related company preferences and other settings.

ClosedTables Used on Orders

The following tables are used on an order. (The tables are listed alphabetically for reference purposes.)

ClosedPreferences and Other Related Settings

In addition to the listed tables, the following preferences and settings affect the ability to create orders.

Company Maintenance

  • The Order Entry section has multiple settings that dictate aspects of order creation, such as the job number creation, inventory posting methods, an other miscellaneous settings.

Order Details

Each order has information that identifies the job(s), statuses, sales information, and shipping location.

The following links lead to topics that provide reference information for each section of the order entry record.

Go to Order Details - General Section

Go to Order Details - Line Items

Go to Order Details - Header

Go to Order Details - Available Addresses

Go to Order Details - Comments

Go to Order Details - User Defined Section

Go to Order Details - Shipments

Go to Order Processing

Creating and Editing Orders

Options for Creating Orders

Follow the links below for step by step instructions of creating an order:

Continue to Create a Customer Order From a Quote

Continue to Create a Customer Order From an Estimate (Manufactured Part)

Continue to Create a Customer Order For a Freeform / Undefined Part

Continue to Create a Blanket Order

Continue to Create Jobs With Stock Releases

Continue to How to Process an Order

Once the Order is Created

The Order Process button causes a couple changes to the order record. The Process button calculates job requirements for each line item and makes them available for production.

For more information see Order Processing.

For more information see How to Process an Order.

During this point, job numbers are created. The Unprocess button (replaces the Process button upon clicking) does might allow for the recalculation of the job requirements.

An Order cannot be unprocessed once a Job has had a production related transaction placed against it.

Reports, Forms, and Labels

Reports

The following summary reports are available for review / generation under the Order Reports dropdown menu:

  • Job Schedule
  • Backlog Summary
  • Order Entry Summary
  • Shipment Summary
  • Cross Reference
  • Material Action Summary
Forms and Labels

The following reports / forms / labels are available under the Print dropdown menu located in the Orders Navigator:

  • Job Traveler
  • Work Order
  • Acknowledgment
  • Job Label
  • Routing Summary

What Comes Next

The next step for a within JobBOSS2 is the creation of a Packing List.

For more information see Packing Lists.