Release a job

Release a job to the floor to create its work orders, then drive it through to completion.

A job is the unit of work that satisfies demand for a made item. It is always tied to a sales order, and it breaks into one or more work orders that carry the actual steps. A job arrives either from planning (releasing a Make order) or by creating one directly.

Create a job

  1. Go to Production > Work and select New job.
  2. Pick the sales order (and line, if pegging to a specific one) the job satisfies, the item, and the quantity.
  3. Set the due date, priority, and any notes. Save. The job is created in Pending with a generated job number.

Jobs released from planning skip this step; they are created already pegged to their demand.

Release the job

  1. Open the job and select Release.
  2. Releasing generates the job's work orders and reserves the components they need from inventory.
  3. The job moves to Released and the work is now visible to the floor and the schedule.

Drive it to completion

The available actions depend on the job's status, and the next legal step is always the button in front of you:

  1. Start the job when work begins; it moves to In progress.
  2. Hold pauses a released or in-progress job; Resume returns it to where it was.
  3. Complete the job once all its work orders are done.
  4. Close finalizes a completed job. A closed job is read-only.
  5. Cancel withdraws a job that has not closed.
Pending -> Released -> In progress -> Completed -> Closed
              \___ Hold / Resume ___/
              (Cancel available until closed)

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