How to Setup and Use Job Tracking for Bumper Repair Workflow Management
AA-02056
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)