Creating Jobs and Work Orders

Austin Beveridge Updated by Austin Beveridge

This article reviews how to create Jobs and Work Orders in the Job Scheduler

In order management, make sure the sale is in released status.

Creating a Job

  1. From the left menu, navigate to Order Management -> Sales -> and find the sale to create a job.
  2. Change its status to Released.
The status can be changed under the Open Sale tab when editing a sale.
  1. From the left menu, navigate to Production -> Job Scheduler.
  1. Inside Job Scheduler, select the drop-down arrow next to Jobs
  2. Select a Sale to create a Job with.
  1. A slideout window will appear with options for the Job.
  2. Select the Labor Routing for each item in the list. If the company has a default Labor Routing for this item, Labor Routing can be left blank.
  1. After clicking "OK", another slideout window will appear notifying that a Work Order(s) were created for the Job. Take note of the Job Order number for future reference!
When a given Routing is chosen, the system automatically calculates the time the Work Order will take from the information it has from the pre-programmed Labor Routing.

Schedule the Work Order with the Gantt Chart

  1. Navigate to Production -> Job Scheduler, select the Work Orders List dropdown menu, and switch to Work Orders Gantt: In Date Range.
  1. Adjust the date range using the calendar and Gantt controls
  1. Click on a work order to set the date information.
  1. This will open the "Reset Dates Tool" where the Start Date, Time, Operation, etc. can be adjusted. Click OK when finished.
The Work Order is now scheduled to start on the date selected. The Reset Dates tool uses all of the times from the Labor Routing to calculate the estimated completion dates. If no Due Date was set, the tool will also set the Work Order Due Date.

Adjusting the Date Range

To adjust the date range, use one of these methods. Once the date range is selected, the Gantt View will adjust to the date range. (The Date with the black outline is the current day)

  1. Select a week by clicking the arrow to the left of the week.
  2. Click on a single day to select that day.
  3. Click the first date and then CTRL-click another date. This will select the entire range.
ways to adjust the date range
For more information, see The Gant View.

Next: View and Process the Order, log times on operations

Previous: Creating Quotes and Sales

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The Gantt View

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