How to Setup and Use Job Tracking for Bumper Repair Workflow Management

Setup the Preferences

• Change a few settings in the Company Setup & Preferences
• Open the Company Setup & Preferences screen.
• Click on the Jobs/Projects tab
• Enable Auto Fill In New Job Status.  Enter New Order in the Default Job Status field.
• Enable the Use Automated Workflow: Auto Create New Job (and link Job to new Sales Order) when Add to Order button is pressed on the Quick Price Check screen.
• Enter the typical Start of Day TIME in the Start of Work Day field.
• Enter the typical End of Day TIME in the End of Work Day field.
• On the Tab Options enable at least the following tabs:
• Activities
• Invoices
• Net
• Notes
• Purchase Orders
• Setup up the Job Types
• On the OneSource Menu click Jobs > Add a New Job > then double-click the Job Type field.  The table will open.  Create at least 1 job Type called: Bumper Repair
• Setup the tblJobStatus. We need to have at least the following fields
• JobStatusID
• JobSortOrder
• Setup up default Job Workflow Status 
  
• Open the Company Data File and open the tblJobs_Workflow_JobStatus_Template table
• Enter each desired Status that a job would flow through to get completed.  We need at least a value for:
• JobStatusID
• JobSortOrder
• Copy the JobStatusID and JobSortOrder from tblJobs_Workflow_JobStatus_Template to the same named fields in tblJobStatus
• Set the beginning Job #.
• Goto Tools > Company Setup > (13) Record Numbering
• Click the Edit System ID's button.
• Enter the first Job Number desired, such as 1000  (Note: If there are already jobs in the tblJobs table, either delete them, if desired, or set the number higher than the highest JobID in that table).
• 
  

Create Order (and Job Automatically)

• Open the QPC, select a Customer, lookup some parts, select an item and click Add to Order button.
• This should have created a new Sales Order (with a new Job ID in the Job ID field).
• Open Jobs > Job Workflow Status Tracking
• This should show you all of the potential Job Status (that you set up above) - so you can see:
• which statuses/phases of the job have been completed
• which statuses/phases of the job have not been completed
• how many minutes the job was in each status
• This will also enable a user to:
• Scan in the repair person's name (when that person has completed a particular job status)
• Scan in the Job ID
• Scan in the Status just completed