How do I create additional PDI workshop job choices?

Summary

When a sales order for a unit is printed and accepted, the system can create a workshop job for the PDI. The following article explains how to create additional PDI job choices.

Creating the Workshop Job

• Follow the instructions in this article for details on how to create a standard workshop job.
• At the point of saving the job, set "PDI job" to 'Yes'.
• Click [Done] and [Accept] to save the job.

Selecting the PDI Job

• Follow the instructions in this article for details on how to create the unit sales order.
• On the "Sale details" tab, set the "Standard job" option to the PDI job of your choice.

If you do not have the option to choose a standard job follow the instructions below.

Enabling Standard Job Prompt

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'prompt code'.

• Set "Prompt for Code" to 'Yes'.
• Press <Esc> to exit.

See also

• Selling a unit
• How do I create a standard workshop job?
• How do I deal with unit preparation/PDI?
• How do I find unit sales order PDI/preparation jobs?

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Keywords AND Misspellings

pdi, preparation, preperation, standard, job, choice