Difference between revisions of "How do I set a workshop job status automatically when I book out parts?"

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== Summary ==
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==Summary==
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The following article explains how to set the job status automatically when you [[How do I add parts to a workshop job?|book]] parts to a workshop job.
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The following article explains how to set the job status automatically when you [[How do I add Parts to a Workshop Job?|book]] parts to a workshop job.
 
  
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==More Information==
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== More Information ==
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Once you have [[How do I add Parts to a Workshop Job?|booked]] all parts to a workshop job, you can have Platinum set a specific status so you can easily see from the diary screen the status of all your jobs.
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Once you have [[How do I add parts to a workshop job?|booked]] parts to a workshop job, you can have Platinum set a specific status so you can easily see the current status of all your jobs from the diary screen.
  
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===Configuration===
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=== Configuration ===
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Go to {{Menu|{{WS}}|Maintenance Options|Parameters|General Job Parameters (1)}}.
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Go to {{PlatinumSettings}} and search for {{DataValue|items booked status}}.
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*Cursor down to the {{DataPrompt|All Items Booked Status}}.
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*For {{DataPrompt|All items booked status}} enter your status code for {{DataValue|All Items Booked}} or press {{KeyPress|C-F1}} to search for it.
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*Enter your status code for {{DataValue|All Items Booked}} or press {{KeyPress|Ctrl-F1}} to search for it.
 
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{{Tip|iconsize=small|title=Tip|text= If a status doesn't exist then you can [[How do I Add/Edit a Job Status?|create]] one.}}
 
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*Press {{KeyPress|Esc}} or click {{Button|Exit}} to come out of the parameters.
 
  
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===In Use===
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{{Tip|text=If a status doesn't exist then you can [[How do I add or edit a logistics job status?|create]] one.}}
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*Once you have [[How do I add Parts to a Workshop Job?|booked]] items to a workshop job, the status will now automatically change to the status set above.
 
  
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==See Also==
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{{Note|text={{DataPrompt|All Items Booked}} means all items currently booked out to the job, as distinct to having some items booked out and some on order.}}
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*[[How do I Order Parts for a Workshop Job?]]
 
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*[[How do I Add/Edit a Job Status?]]
 
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*[[How do I Set a Job Status Automatically when I Order Parts?]]
 
  
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{{FAQ}}{{KB_Tags|Auto, Automatic, Status, Book, Bookout, Workshop, Job,}}{{KB_WS}}
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=== In Use ===
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*Once you have [[How do I add parts to a workshop job?|booked]] items to a workshop job with nothing remaining on order, the status will now automatically change to the status set above.
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== See also ==
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* [[How do I order parts for a workshop job?]]
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* [[How do I add or edit a logistics job status?]]
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* [[How do I set a workshop job status automatically when I order parts?]]
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{{KB_Tags|auto, automatic, status, book, bookout, workshop, job}}
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{{How}}{{Hint}}{{KB_WS}}

Latest revision as of 05:35, 19 June 2019

Summary

The following article explains how to set the job status automatically when you book parts to a workshop job.

More Information

Once you have booked parts to a workshop job, you can have Platinum set a specific status so you can easily see the current status of all your jobs from the diary screen.

Configuration

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'items booked status'.

  • For "All items booked status" enter your status code for 'All Items Booked' or press <Ctrl+F1> to search for it.
If a status doesn't exist then you can create one.
"All Items Booked" means all items currently booked out to the job, as distinct to having some items booked out and some on order.

In Use

  • Once you have booked items to a workshop job with nothing remaining on order, the status will now automatically change to the status set above.

See also


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Keywords AND Misspellings
auto, automatic, status, book, bookout, workshop, job
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