I created my first three Sales Orders for Repair jobs. I learned today, that each of these orders needs a job linked to them. All three jobs are closed. So, I started with the first job and reopened the Sales Order, reopened the Line and reopened the Release.
I have images of these following steps attached.
Open Sales Order 447292
Notice: Line 1
Notice: Release 1
Right click on the Part and select Job Manager
Create Job is grayed out. So, I create the job via Job Entry
6 & 7. No Supply or Demand links show in Job Manager.
So, I attempt to create the Demand Link > Make To Order. I enter 447292, 1, 1
I get the error message: A valid Order/Line/Release is required.
How is it the number I entered is not valid? The Release is marked âMake Directâ.
Neither search/select or typing works. I still get the error message.
Separate topic - not as important: Speaking of search/select. When I click on Order/Line/RelâŚ, the search box pops up. I type: 447292 and click on Search. I get no results. So, I click on New Search, then click on Search and I get results. Clicking on Search twice does nothing. I have to click on New Search THEN click Search again to get results. On top of that, It lists another item that has nothing to do with the Sales Order I searched. It just happens to be one I was working on previously. Its a weird behavior.
We ship service jobs that are created from Service Calls via Miscellaneous shipment entry. On the summary or header tab in the misc. shipment entry you can link the service job to to the shipment.
Once the shipment in complete we will go and close the service call and our manual process is to notify accounting so they can get closed Field service calls that are ready for invoicing.
The service job will have to open at the time you create the miscellaneous shipment (havenât tried if the job is closed). The service job will then be closed when the service job is closed.
Is the sales order for a replacement part tied to the service call or to a case?
Iâm with @Nancy_Hoyt here, you have a shipped qty of 1, so something is up there. I imagine this could be taking up all of the demand.
Not trying to distract from the FS discussion; we donât use it here, but maybe itâs a better solution; maybe not. But as to the original question, Iâd start with the shipment.
Ok, so I entered the order in the system on 5/17. So, per your suggestion, I went back in and entered 5/17 as the Promise Date and Expected Ship Date. However, it didnât work. Notice the screenshot, I still cannot Create a Job via Job Manager like I normally can do.
Then, I went back to Summary > Part > right click to Job Manager and it is still grayed out.
So, I went to Job Entry and created the Job from there, but when I try to link it to the Sales Order via Make To Order, it will not accept Order/Line/RelâŚ
So, I go back to the Summary > Part > right click to Job Manager and the Job appears, but of course there is no Demand Link. The Job is linked to the Part TSO-40000, but not to the Order 447292.
Iâm guessing Accounts Receivable marked it âshippedâ when they issued the invoice. âShippedâ indicating the repair job is completed.
*We build large systems, so all my orders, whether they are sales order, service orders or repair orders are entered as a single line item with a quantity of 1. The Project Managers enter the individual components in the Job. So, that explains the â1â.
Can you also fill in the Customer Request Date. I have a hard time knowing what is a Need By Date and what is a Ship By Date as you guys have changed your labels.
Basically the dateâs will drive Time Phase and Demand and the Firm drives SuggestionsâŚ
They are shipping the wrong thing; this is a make-direct job and they are not shipping the job from WIP as they should; instead they are shipping from inventory
Another issue you might see is in timing, where if they do ship the job but they do this before the material is issued or labor charged, you may not get the costs to move to the right accounts (some will go to mfg. variance). Or the costs will move later if you set up the GL controls that way but itâs just not as clean of a transaction. (Alternately there is a company config setting for that, too.)
Yes, we renamed them. Our Promise Date = Customer Request Date or Need By Date, our Expected Ship Date = Recognize Revenue Date.
With that said, Iâm looking at the Lines and see Customer Request Date, I entered todayâs date.
