How do I move items on order to a new workshop job?
From Catalyst
Summary
This article explains how to move items that are still on order to a new jobcard so you can invoice the work done so far.
More Information
If you need to invoice a workshop job before all the items are available, e.g. for an internal job where the customer is taking delivery of the bike but some of the accessories are still on order, you can split away the unavailable items onto a separate job card so that they can be traced and invoiced later. The option to split the job appears when you invoice a jobcard which contains items still on order. The items are moved onto a new Jobcard along with the following details:
- The "Keeper", "Invoice Account", "Unit" and "Job Description" are all copied to the new job.
- The "Keeper" and "Invoice Account" fields will be shaded out to prevent them from being altered. This is because the items are on order and these fields are used as part of the linking of the items on order back to this workshop job.
- The [Description] tab contains a note of the original Job Number.
- The items on order are listed in the [Invoice] tab.
Splitting the Workshop Job
- Go to " Workshop Workshop Diary".
- Find the job to invoice and click [Edit].
- Press <F6> or click [Invoice] at the top of the page.
 | For more detailed instructions on invoicing a job and taking payment, please click here |
- Click [Print]. A box will pop up to inform you that items are still on order for this job.
- Click [Split].
- Click [Yes] to confirm you wish to create the new jobcard.
- A box will pop up to tell you the number of the new jobcard.
When you are ready to book the parts to the job follow these instructions.
See also
