Jobs
Keep drawings, travelers, material and customer commitments together from job release through completion and cost review.
- JOB-0442 · JBS-2041 Customer1 EA
- JBS-3310 Remake2 EA · scrap 1%
- JBS-5107 Split0.8 KG
- JBS-5140 Split6 EA · scrap 2%
Keep one approved production plan
A job identifies the part and revision, planned quantity, due date, priority and the order demand it fulfils. Its operations and material requirements come from the accepted offer or an authorized internal plan. The estimate retains separate material, labour, machine, burden and outside costs.
The released snapshot preserves the drawing, operation instructions, program identity, setup sheets and inspection requirements. Later edits to a standard routing do not rewrite work already released. The original estimate remains available alongside the current estimate after an approved change.
| Job purpose | How it is controlled |
|---|---|
| Customer | Fulfils an accepted order allocation and carries its assigned sales value |
| Split | Takes an approved share of existing demand and remaining work |
| Remake or returned rework | Recovers an identified shortfall or returned pieces without creating another sale |
| Internal or tooling | Uses an internal plan or, for customer-billed tooling, an accepted customer order and billing plan |
| Adjustment | Records an authorized late correction linked to the original job |
A parent link explains the relationship. It does not authorize a cost transfer or make every child a customer-billed job.
Approval conditions
Shop Owner: Approve eligible Quotes, PurchaseOrders and ChangeOrders through ApprovalDecisions
PendingApproval
- CO-31988 JBS-40964 in 2 d
- CO-52243 JBS-54660 6 d
- CO-40029 JBS-49487 in 10 d
- CO-79388 JBS-88763 in 6 d
- CO-38804 JBS-57873 9 d
CO-31988
- Job
- JBS-40964
- RequestedBy
- Customer
- ChangeType
- Quantity
- RequestedDate
- 19 Sep
- CostImpact
- 220
Approval waits for the shop owner.
Release with the drawing and material checked
Production Manager confirms the plan revision, drawing, quantity, operations and constraints before authorizing release. Available material is claimed against exact stock, heat and ownership. Shortages remain visible to Buyer, and affected operations cannot start until their material and predecessor requirements are satisfied.
The release decision retains the reviewed snapshot and actual signer. The traveler carries that revision and its instructions so an operator can identify obsolete paperwork. Floor terminals or barcode entry can be configured around those identities; the released plan remains the authority whichever entry method the shop adopts.
StatusOpenOnOrderShort
Follow the pieces through the shop
Production quantities come from approved events against identifiable lots. Completed work, accepted work and dispatched work describe different steps. An operator’s submitted ticket is reviewed before its production and cost effects post.
A first-article pass permits the defined setup and revision to continue. It does not complete the remaining run. Final inspection accepts unique completed pieces, and repeat inspection of the same lot cannot create more shippable quantity. Holds, rejected quantities, active packing claims and remaining customer demand all constrain what can ship.
The job can therefore show accepted pieces available for a partial shipment while other pieces remain in production or outside custody. A shortfall stays visible until an approved remake, transfer or customer-agreed reduction resolves it.
StatusQueuedSetupRunningAwaitingInspectionOnHold
- WC-140: JBS-32749 · 40, 22 Sep to 27 Sep, Queued
- WC-120: JBS-91684 · 10, 28 Sep to 03 Oct, Setup
- WC-140: JBS-26251 · 60, 12 Sep to 16 Sep, Running
- WC-110: JBS-64002 · 60, 16 Sep to 21 Sep, AwaitingInspection
- WC-150: JBS-80162 · 40, 10 Sep to 14 Sep, Queued
- WC-110: JBS-32405 · 20, 19 Sep to 28 Sep, OnHold
Split work without increasing the order
Production Manager can prepare a split for an earlier delivery or a different production path. The transfer identifies the exact quantities, lots, remaining operations, material claims, estimate, assigned selling amount and incurred cost moving to the new job. Source and destination revisions are checked together.
A split of an existing order redistributes its demand. It does not add the split quantity on top of the original. Material already issued, completed work and pieces at a supplier require explicit treatment; copying only the header would leave both jobs claiming the same resources.
True component work follows a different route. Accepted component pieces are transferred into a named material requirement on the parent, with balanced cost movement. A component consumed in the shop can close on that evidence without a fictitious customer shipment. Split and remake relationships never trigger an automatic full-child cost rollup.
StatusPlannedReleasedInProgressOnHoldInspectionComplete
Apply changes to the work that remains
A change order compares the current plan with a complete proposed plan and identifies effects on reservations, WIP, outside custody, acceptance, shipments and billing. Production Manager approves eligible changes without changing price or adding unrecovered cost, excluding cancellation. Shop Owner decides price changes, added unrecovered cost and cancellations.
Required customer agreement stays attached. Application checks the reviewed revisions again, then publishes the new traveler. Previously completed or shipped pieces keep their original identity; an inspection decision is needed where existing pieces may satisfy changed requirements.
Cancellation stops the authorized remaining scope and releases its obligations through controlled actions. It does not erase incurred cost, dispatched history or the need to settle a cancellation charge under the agreed terms.
Younot Complete
- WC-110: JO-42721 · 10, 24 Sep to 30 Sep, Pending
- WC-130: JO-58030 · 40, 17 Sep to 23 Sep, Queued
- WC-120: JO-97862 · 70, 11 Sep to 13 Sep, Setup
- WC-120: JO-67010 · 90, 17 Sep to 24 Sep, Running
- WC-110: JO-95637 · 40, 29 Sep to 08 Oct, AwaitingInspection
- WC-130: JO-58795 · 90, 05 Sep to 07 Sep, OnHold
Close according to the job's purpose
Production Manager prepares the completeness and variance review. Shop Owner authorizes terminal close after production, material, outside work, quality and billing obligations are resolved for that job type. Closed work stays frozen; late costs follow a linked adjustment path.
Open Jobs, Job Board, Change Orders Awaiting Approval, Ready to Ship and Jobs Awaiting Close give each role a view of the work requiring attention.
CloseReady = true
| Job Number | Customer | Part | Due Date | Actual End |
|---|---|---|---|---|
| JBS-49411 | CUS-201 | PRT-35996 | 23 Sep | 29 Sep |
| JBS-53649 | CUS-061 | PRT-15179 | 27 Sep | 04 Oct |
| JBS-23205 | CUS-207 | PRT-44783 | 24 Sep | 03 Oct |
| JBS-80082 | CUS-124 | PRT-59546 | 19 Sep | 23 Sep |
| JBS-49265 | CUS-053 | PRT-56032 | 12 Sep | 16 Sep |
| JBS-11111 | CUS-189 | PRT-96159 | 18 Sep | 20 Sep |
Modules
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Quotes
Quote custom work with clear quantity options, reviewed margins and a production plan that follows the accepted offer.
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Jobs
Keep drawings, travelers, material and customer commitments together from job release through completion and cost review.
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Routing
Build repeatable operation plans with the right drawings, inspection points and costing basis for every job.
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Scheduling
Plan work centre queues against real capacity, material readiness and customer dates, with the effect of changes visible.
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Time & material
Capture the work performed and stock consumed, with reviewed time, traceable heat usage and controlled remnant returns.
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Purchasing & outside processing
Buy for the job, trace incoming material and keep each outside-processing lot visible until its return is resolved.
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Shipping & invoicing
Ship the accepted pieces with their certs, bill the agreed scope and reconcile payments, credits and returns.
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Costing
Understand job margin as work posts, review the reasons for variance and use the completed job to improve the next estimate.
Roles and permissions
Sets protected margin, purchase and exception policy, decides below-margin offers, above-limit purchases, financial changes and manual costs, and authorises every job close. Default independence is person-based. A permitted OwnerException requires an explicitly activated small-shop scope and a reason on that decision; switching roles never creates independence.
Builds Draft offers and routing revisions. Every offered quantity alternative is reviewed, and accepted versions stay unchanged. Can release at-margin offers through the recorded EligibleEstimator path; cannot lower the target floor on the quote.
Releases approved job plans, confirms finite schedules, manages material and production scope, reviews tickets across the shop, and prepares close evidence for Shop Owner. May change work-centre capacity/calendar assignments under policy, but not machine/labour/burden rates or employee rate overrides.
Sequences and oversees assigned work centres. Ticket review checks actual employee identity and the work centre's named supervisor; a supervisor cannot approve their own work ticket.
Performs assigned released work, records actual intervals and proposed good/scrap quantities, and issues material to the assigned job. Reported quantities remain provisional until the applicable approval; the operator cannot directly edit aggregate production or stock balances.
Procures material/outside services, records exact supplier and customer-material custody, and controls stock-room issues/returns. Receipt arrival is separate from cert/inspection acceptance. Supplier status and material master edits do not grant financial or stock-balance bypasses.
Inspects disjoint presented lots, records first-article continuation and final acceptance, and resolves technical nonconformance scope. Final acceptance requires a person independent of the production being accepted; a second role does not waive that boundary.
Verifies exact customer acceptance, enters released demand, prepares dispatches and bills only authorized unbilled scope. Applies cash/credit through bounded actions and requests financial corrections. Cannot choose an unquoted nearby quantity break, turn a cert checkbox into a waiver or edit issued financial history.
Related processes
Quote to job
Turn the customer RFQ into a reviewed offer and a released job with the right drawing, traveler and material plan.
7 stages · 2 approvals
Release to ship
Move released work through production, reviewed time and quality checks into a traceable customer shipment.
9 stages · 3 approvals
Outside processing
Follow each lot through its supplier order, outbound custody, partial return and quality acceptance.
7 stages · 2 approvals