Add a New Job On the Fly

You can add a new job on the fly in Sales Order Entry and S/O Invoice Data Entry. The customer entered in the Customer No. field is automatically assigned to the new job.

Before You Begin

The Job Cost module must be integrated with Sales Order and the appropriate options must be selected in Sales Order Options before you can add a new job on the fly in Sales Order Entry and S/O Invoice Data Entry. For more information, see Enter Job Information for a Sales Order or Invoice.

To add a job on the fly

Select Sales Order Main menu > Sales Order Entry or Invoice Data Entry.
Enter the order or invoice number. Enter the customer number. The customer entered will also be entered for the new job when it is created. For more information, see Sales Order Entry - Fields or S/O Invoice Data Entry - Fields.
In the Job No. field, enter a new job number.
A message appears, prompting you to create a new job number. Click Yes.

A new job is added on the fly when the order or invoice is accepted. After adding the job, you can maintain it in Job Masterfile Maintenance.