Production Planning Jobs Tutorials

💡These tutorials explain how to batch update production jobs and open a job's materials, tasks, outwork and Work Order.

How to Edit Multiple Entries (Batch Updates)#

1. Navigate to Work Orders.
2. Click Menu (button) > Jobs.
3. Set the filters as needed.
4. Click View (button).
5. Click Actions (button) > Batch Update.
6. Check the box of each entry you want to change.
7. Select one of these options next to Update:
   • Status (Trans) = Select a transaction status from the adjacent dropdown list.
   • Status (Item) = Select a status for the item from the adjacent dropdown list.
   • Due Date = Select a date from the adjacent calendar.
   • Req Date = Select a date from the adjacent calendar.
8. Click Update (button).
9. Confirm the change.

How to Open Materials#

1. When viewing a list of jobs, right-click an entry and select View Materials.
   • Note: The Materials view opens, filtered to show only the materials for the entry you clicked.

How to Open Tasks#

1. When viewing a list of jobs, right-click an entry and select View Tasks.
   • Note: The Tasks view opens, filtered to show only the tasks for the entry you clicked.

How to Open Outwork#

1. When viewing a list of jobs, right-click an entry and select View Outwork.
   • Note: The Outwork view opens, filtered to show only the outwork for the entry you clicked.

How to Open a Job’s Work Order#

1. When viewing a list of jobs, right-click an entry and select Open Transaction.
   • Note: The Work Order opens. Use the arrow next to Edit Work Orders to return to the Jobs production view.