Order Processing – Create Job Adds

Revision: 4, February 11, 2010

 

How-To Intent:  These instructions will show you how to put in Job Adds in Order Entry.

 

Note:  If the Job Add requires no Frame parts, then you will need to follow the Parts (for covering, secondary, trim, etc.) instruction for Job Adds.

 

Open up the Order Entry System to begin.

 

  1. Start at the main Order Entry screen, and Revise (double click or highlight and click the Revise button) the order you wish to add tasks to.

 

 

  1. At the Order Screen, click on the + in front of the Order Revisions item.
  2. Double Click on the Job Add item.

 

 

 

 

 

  1. Once the screen is active, you can, click on Insert button to add a Job Add screen. 
  2. Then click on the Parts button in the middle of the screen.

 

Note:  At any time you can add reason or Comments to the tabs below. 

 
  1. Once the Parts Screen comes up, you can then input into any of the tabs.

 
  1. For our example we’ll use, the Panel Tab, and add 10 each, 10’-0” Panel Rib panels.  This input is just like inputting parts on a Component Order.
  2. Once complete with all material to be on the Job Add, then click on the OK button.

 

Note:  Once an Job Add is Finalized you CANNOT make any more changes to it.

 

  1. Once all information is added, then you will click on the Final button to Release the order to the builder for his electronic approval.
  2. This will create a new Compass Order # for your Job Add.

 

new picture.

 
  1. At the Release Shipping Address screen check the information, and make any changes (if required). 
  2. Enter a Requested Ship date, you might want to verify the Manufacturing-Services Agreement for acceptable ship dates.
  3. Then click on the OK button.

This step is only if the Job Add is for a VP Builder:

Once the Job Add is Finalized, then it can be approved by the builder electronically. 

 

The item will show in the Order Revision fields on the main Order Entry Screen.

  1. Once you are complete at the Job Add Screen, you can click OK, and then click on the X on the Order screen and you are complete.

 

 
  1. You will receive an email notifying you that the Job Add has been finalized, and a Compass Order has been created.

 

 

This will create a Release for the activity for sending to the correct Manufacturing and Engineering location, you will have to update as required for the Job Add.

 

Last, you must always do an Update Material Requirements for all new Phases and Job Adds.

 

If the Job Add goes to the shop with the order then you will need to do a Send/Update ERP Sales Order, and specify the date it goes to Manufacturing.

 

If the Job Add goes Directly to the shop, on a MS or CP order type, then the Update Material Requirements should be done for Run Build & Load Manufacturing.

 

 

 

The system will then open the Build Exceptions screen so the user can view the Exceptions (if there are any) on the order.

 

1.     Once Complete, click OK.  When complete it will take you back to the Order Screen.

 

To fix any items listed in the exceptions, you must make the changes in Vision, and then follow the steps for fixing the Build Exceptions below.  If anything says parts not found, then you will have to note it on the Final Build notification form for Production Control to maintenance. 

 

 

 

Copy parts option (if part has already been built)

 

Start from Step 4 above:

  1. This creates the Job add.  If this is a Job Add from a job that has already been built, then you can click on the Parts button. Or the Job add is just parts and not a frame member, but just typical parts then add them to the Parts screen.
  2. From here you need to click on the Copy Parts button
  3. Then you can select the job and copy the parts from the list of items you have need to add to the job.

 

If this all that needs to be added, then skip to step 8 above in the main How-to.

 

 

If you have three plate parts from a Vision file:

 

Start from Step 4 above:

  1. If you need to add Frame Parts to a file, that have not been built, then click on OK, to transfer the item to the order.

 
  1. Once you are back to the Order screen double click on Transfers, to the see the following screen.
  2. Pick on the JA 1 under the activities, and Upload to the Order entry button to send up your Vision file.

 

 

 

  1. Once you are back to the File Transfer screen click on the File name, to extract the file.
  2. Pick on the Extract VPC Data button, and this will update the file to the Order Entry system.

 

Note: you can extract the JA 1 for any reason (Contract Value, Design, etc.).  Yet you will always want to do it for Contract Value prior to finalizing the Job Add. 

  1. Once you are complete with the Extract VPC Data function, you can click OK to go back to the Order Screen.

 

 

 

 

  1. Once back to Order screen expand the tree at Order Revisions, and then double click on the Job Add item to come back to the Job Add that you entered earlier.
  2. You will notice that the dollars and weight from the Vision file will show in Amount and Weight columns.

 

Note:  You cannot add parts to any Job Add that also has a Vision file.  If required you must add two Job Adds (one with frame parts, and one with other parts or you can just add the non-frame parts into the Vision file).

 

If this all that needs to be added, then skip to step 8 above in the main How-to.