Jobs overview
NOTE: This lesson plan is designed for use in our Tutorial system where hands-on exercises and datasets can be created without affecting your Production Idencia system. If you viewing this lesson plan from within your production Idencia site, please contact your customer liaison for access to our Tutorial site for hands-on learning.
Overview
Idencia's Jobs feature allows you to create and manage items on a Job by Job basis. Using this feature, you can define the Custom Item Types specific to a Job and track the Job's production progress.
Each Job consists of a Job Name and Number, the Customer Name, and any additional details you decide you want to track about each Job. As with your Items and Item Types, you can create Custom Properties for Jobs that will store all of the information you collect about each Job. For example, you may want to create Job Custom Properties to store things like Delivery Address, Purchase Order Number, Invoice Number, and Notes.
Viewing All Jobs
Selecting Jobs from the main menu of the Idencia Management Portal will display the Jobs page. Here you can see all of your existing Jobs.
Job Details
Selecting a Job number from the Jobs page will display the Job Details page. Here you will see the Number and Name for the Job and a list of all of the Custom Item Types for that job. The list of Custom Item Types will include the number of Items needed for that type, and the number of Items produced so far. Using this list you can keep track of your production status for the Job.
Custom Item Types
Custom Item Types are used to define the specific types of Items that will be produced for the Job. Custom Item Types are exactly like the Stock Item Types you've already created, but are specific to the Job.
Custom Item Types can be created in two ways. You can use the New Item Type button to create a single Custom Item Type, or you can use the Import button to import as many Custom Item Types as you wish all at once.
In your next Idencia 101 task, we'll walk you step-by-step through creating Jobs for each of the invoices your boss gave you. If you need to reopen those invoices for reference, click here.
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