Job Management and ControlJob Management and Control JOBSCOPE Page 9 Job Management and Control...

Job Management and Control User’s Guide JOBSCOPE ®

JOBSCOPE Job Management and Control Copyright, Jobscope, LLC, 1996 - 2011 JOBSCOPE® Information in this document is subject to change without notice. Jobscope LLC makes no warranty of any kind regarding this material, and shall not be held liable for errors contained herein or for damages resulting from the use and performance of this material. The information in this document is protected by copyright. No part of this manual may be reproduced in any form without the expressed written consent of Jobscope LLC.

Job Management and Control

JOBSCOPE Page 1

Table of Contents

Job Management and Control ...................................................................................................................... 9

About This User Guide .......................................................................................................................... 9

Getting Started ............................................................................................................................................ 10

What Is a Job ........................................................................................................................................... 10

Job Numbering ........................................................................................................................................ 10

Job Costing .............................................................................................................................................. 10

Job Cost Categories ................................................................................................................................. 11

Material Categories (Table 3001) ....................................................................................................... 12

Labor Cost Categories (Table 2006) .................................................................................................... 14

Standard Cost Categories (Table 2005) ............................................................................................... 15

Record Type ............................................................................................................................................ 16

Cost Type (Labor Cost Type) ................................................................................................................... 17

Job Breakdown - Contracts ..................................................................................................................... 18

Job Breakdown – Production Releases ................................................................................................... 18

Job Breakdown – Work Orders ............................................................................................................... 19

Planning Work Orders ............................................................................................................................. 19

Dates In the Job Master and Job Line Items ........................................................................................... 20

Taxes ....................................................................................................................................................... 22

General and Administrative Costs .......................................................................................................... 24

Outside Processing .................................................................................................................................. 26

When the Outside Process is not for the End Item............................................................................. 26

When the Outside Process is for the End Item ................................................................................... 29

Job Costing of Outside Processing ...................................................................................................... 31

Sales Regions ............................................................................................................................................... 32

Overview ................................................................................................................................................. 32

Setting Up for Sales Regions ................................................................................................................... 33

System Utilities ................................................................................................................................... 33

User Permissions ................................................................................................................................. 34

Link each user record to an employee ................................................................................................ 34

Assign Region and SubRegion Access to Employees ........................................................................... 35


JOBSCOPE Page 2

Assign Each Customer to a Region or SubRegion ............................................................................... 36

Operating With Sales Regions ................................................................................................................. 37

In Job Management and Control ........................................................................................................ 37

In Estimating ....................................................................................................................................... 37

In Part Price Inquiry ............................................................................................................................. 37

Jobs Mode ................................................................................................................................................... 38

Configuration Settings ............................................................................................................................ 38

Order Entry.......................................................................................................................................... 39

Job Management and Control ............................................................................................................ 46

Job Accounting .................................................................................................................................... 49

Table Entries For Jobs Mode ................................................................................................................... 51

Company Codes (Table 0001) ............................................................................................................. 51

Location Code (Table 0010) ................................................................................................................ 52

Work In Process Codes (Table 0012) .................................................................................................. 53

Finish Codes (Table 1001) ................................................................................................................... 55

Salesperson Codes (Table 1004) ......................................................................................................... 56

Product Line (Table 2002) ................................................................................................................... 57

Groups (Table 2999) ............................................................................................................................ 58

Issue Codes (Table 3010) .................................................................................................................... 59

Currency Codes (Table 3013) .............................................................................................................. 60

Terms (Table 7003) ............................................................................................................................. 61

Billing Codes (Table 7006) ................................................................................................................... 62

International Commercial Terms (Table Incoterms) ........................................................................... 64

Language Codes (Table Language Codes) ........................................................................................... 64

G & A Overhead Categories ................................................................................................................ 65

Direct Costing Accounts Table ............................................................................................................ 66

Sales Region Table............................................................................................................................... 67

Jobs and the Commonly Used Collections .................................................................................................. 68

Job Browse .............................................................................................................................................. 68

Jobs Main Tree View ............................................................................................................................... 69

Job Master .............................................................................................................................................. 70

Copy Jobs ............................................................................................................................................ 80


JOBSCOPE Page 3

Job Line Items ......................................................................................................................................... 81

Issuing and Shipping From the Job Line Items Screen ........................................................................ 85

Equipment Events ............................................................................................................................... 88

Job Line Items Grid .............................................................................................................................. 88

Working With Line Items in the Grid .................................................................................................. 88

Job Budgets ............................................................................................................................................. 89

Entering the Budgets........................................................................................................................... 91

Adding a Category ............................................................................................................................... 92

Deleting a Category ............................................................................................................................. 95

The Category Called Price ................................................................................................................... 96

Other Budgeting Options ........................................................................................................................ 96

Jobs and the Other Collections ................................................................................................................... 97

Project Log .............................................................................................................................................. 97

Job Documents ........................................................................................................................................ 98

Job Issue Locations .................................................................................................................................. 99

Scheduling Milestones .......................................................................................................................... 100

Entering Milestones .......................................................................................................................... 101

Calculating and Recalculating Dates ................................................................................................. 104

Milestone Notes ................................................................................................................................ 106

Milestone Associated Items .............................................................................................................. 108

Milestone Notifications ..................................................................................................................... 111

Event Type ..................................................................................................................................... 111

Notification Type ........................................................................................................................... 111

Recipient Type ............................................................................................................................... 111

Recipient ....................................................................................................................................... 111

Copying Notifications .................................................................................................................... 111

Using Map Master To Load Milestones ............................................................................................ 113

How the Milestones Look In the Scheduling Module ....................................................................... 118

Job Mobile Forms .................................................................................................................................. 119

Jobs Main Tree View Buttons ................................................................................................................... 120

New ............................................................................................................................................... 120

Open .............................................................................................................................................. 120


JOBSCOPE Page 4

Delete ............................................................................................................................................ 120

Explode .......................................................................................................................................... 120

Explode Multi-Level ...................................................................................................................... 121

Create Purchasing Work Order ..................................................................................................... 121

Add WO ......................................................................................................................................... 122

Update Work Order BOM ............................................................................................................. 125

Mass Create WO ........................................................................................................................... 128

Move To Prod ................................................................................................................................ 130

Change Work Order Status ........................................................................................................... 131

MRE ............................................................................................................................................... 132

Actual Job Cost Rollup ................................................................................................................... 133

Production View ............................................................................................................................ 134

Edit Work Order ........................................................................................................................ 137

Print Work Order....................................................................................................................... 138

Work Order Kitting .................................................................................................................... 138

Drawing ..................................................................................................................................... 138

Update Work Order BOM ......................................................................................................... 139

Buy Part ..................................................................................................................................... 139

Add Routing............................................................................................................................... 139

Schedule .................................................................................................................................... 140

Right Click Options in Jobs Mode .......................................................................................................... 142

View Job Master ................................................................................................................................ 142

View Work Orders ............................................................................................................................. 142

View Order Analysis .......................................................................................................................... 142

Production Releases .................................................................................................................................. 143

Numbering Releases ............................................................................................................................. 143

Configuration Settings .......................................................................................................................... 143

Table Entries For Production Releases mode ....................................................................................... 143

Production Releases Main Tree View ................................................................................................... 144

Adding A New Production Release ....................................................................................................... 145

Release Line Items ................................................................................................................................ 149

Scheduling Milestones .......................................................................................................................... 149


JOBSCOPE Page 5

Right Click Options in Production Releases Mode ................................................................................ 149

Engineering Releases ................................................................................................................................ 150

Engineering Release Line Dependencies .................................................................................................. 150

Work Orders .............................................................................................................................................. 151

Configuration Settings and Tables ........................................................................................................ 151

Work Orders Created From A Bill of Materials Structure ..................................................................... 151

Purchasing Work Orders ....................................................................................................................... 153

Shipping Work Orders ........................................................................................................................... 154

Same As Except Routings ...................................................................................................................... 155

Same As Except Definitions ............................................................................................................... 155

Same As Except Details ..................................................................................................................... 156

Manual Work Order Creation ........................................................................................................... 157

Opening Work Orders ........................................................................................................................... 158

Work Orders Mode Collections............................................................................................................. 160

Work Order Header Collection ......................................................................................................... 160

Work Orders Screen Order Info Tab ................................................................................................. 162

Work Orders Screen Scheduling Info Tab ......................................................................................... 164

Work Orders Screen Comments Tab ................................................................................................ 165

Work Order Screen Same As Except Tab .......................................................................................... 166

Work Order Bill of Materials Collection ............................................................................................ 167

Routing Header Collection ................................................................................................................ 174

WOP Routing Header Screen ............................................................................................................ 174

WOP Routing Documents Screen ..................................................................................................... 175

Routing Operation Collection ........................................................................................................... 176

WOP Operations Screen ................................................................................................................... 179

Multi-Resource Scheduling ........................................................................................................... 182

WOP Operation Documents ......................................................................................................... 183

WOP Operation Equipment .......................................................................................................... 184

WOP Operation Fixtures ............................................................................................................... 185

WOP Operation Skills .................................................................................................................... 185

WOP Operation Special Charges ................................................................................................... 186

WOP Operation Tools ................................................................................................................... 186


JOBSCOPE Page 6

Work Orders Main Tree View Buttons .................................................................................................. 187

Open .............................................................................................................................................. 187

Delete ............................................................................................................................................ 187

Add BOM ....................................................................................................................................... 188

Add Routing................................................................................................................................... 190

Add Standard Operation ............................................................................................................... 192

Add Non-Standard Operation ....................................................................................................... 194

Buy Part ......................................................................................................................................... 195

Add WO ......................................................................................................................................... 196

This shows the last six buttons on the toolbar. ............................................................................ 199

Update Work Order BOM ............................................................................................................. 199

Mass Create WO ........................................................................................................................... 203

Move To Prod ................................................................................................................................ 205

Change Work Order Status ........................................................................................................... 206

MRE ............................................................................................................................................... 207

Production View ............................................................................................................................ 209

Right Click Options in Work Orders Mode ............................................................................................ 213

Locate Part ........................................................................................................................................ 213

Complete Work Order ....................................................................................................................... 214

Export Production BOM .................................................................................................................... 214

Link Serial Numbers .......................................................................................................................... 215

Work Order Dependencies ....................................................................................................................... 216

Special Work ............................................................................................................................................. 216

Customer Returns ..................................................................................................................................... 217

Setting Up for Customer Returns .......................................................................................................... 217

System Configuration ........................................................................................................................ 217

Table 5012 – Customer Return Reason Codes .................................................................................. 218

Table 5011 – Disposition Codes ........................................................................................................ 219

Entering the Authorization ................................................................................................................... 220

Receiving the Item ................................................................................................................................ 221

Selected Topics ......................................................................................................................................... 223

Budgeting By Job ................................................................................................................................... 223


JOBSCOPE Page 7

How the Job Costing System Works...................................................................................................... 225

The Subledgers .................................................................................................................................. 225

Posting to the General Ledger .......................................................................................................... 225

Job Budgets and Actuals ................................................................................................................... 225

How Job Billings Are Handled ............................................................................................................... 226

Percent Completion Accounting ........................................................................................................... 226

Earned Revenue ................................................................................................................................ 226

Cost Applied ...................................................................................................................................... 226

Percent Completion Accounting and the Income Statement ........................................................... 226

Budgeting By Release ............................................................................................................................ 227

Default Job Cost Categories .................................................................................................................. 230

User Defined Budget Column ............................................................................................................... 234

Backflushing Labor ................................................................................................................................ 236

Backflushing Materials .......................................................................................................................... 240

C/SCSC ....................................................................................................................................................... 241

C/SCSC Terms ........................................................................................................................................ 241

Cost Account Concept ........................................................................................................................... 242

Charges to C/SCSC Jobs ......................................................................................................................... 246

Cost Accounts versus the General Ledger Chart of Accounts ............................................................... 248

Getting Set Up for C/SCSC Jobs ............................................................................................................. 249

Configuration Settings ...................................................................................................................... 249

Cost Types ..................................................................................................................................... 249

Multiple Periods ............................................................................................................................ 249

Organization Breakdown Structure (OBS) .................................................................................... 249

Numbering Schemes ..................................................................................................................... 250

Labor Costing For C/SCSC Jobs .......................................................................................................... 252

Material Costing For C/SCSC Jobs ..................................................................................................... 252

Table Entries for C/SCSC Jobs ........................................................................................................... 253

Cost Account Classes (table 2009) ................................................................................................ 253

C/SCSC Cost Types ................................................................................................................................. 254

Entering a C/SCSC Job ........................................................................................................................... 255

Job Master......................................................................................................................................... 255


JOBSCOPE Page 8

Entering the WBS .............................................................................................................................. 256

Entering the OBS ............................................................................................................................... 260

Entering Cost Accounts ..................................................................................................................... 261

Entering Job Budgets ........................................................................................................................ 262

View Menu ................................................................................................................................................ 265

Tools Menu ............................................................................................................................................... 266

Operation Completion .......................................................................................................................... 266

Print Work Order By Release ................................................................................................................ 268

Print Work Order By Release/WO......................................................................................................... 269

Print Sales Acknowledgment ................................................................................................................ 269

Update WO From ECN .......................................................................................................................... 269

Update for Part Number ................................................................................................................... 269

Update for Routing ........................................................................................................................... 270

Update for Specific Release .............................................................................................................. 271


JOBSCOPE Page 9


About This User Guide

In each section, the things that you need to think about when first starting are listed at the beginning of

the section, and the things that are not so important when getting started are listed later so that you

can read the important stuff early, and leave the rest until later. As an example, in Jobs mode, the

important stuff is listed from the beginning until the end of the “Jobs and the Commonly Used

Collections” section. The stuff that you may not use very much is in the first section after that, “Jobs

and the Other Collections”. After “Jobs and the Other Collections” you will find information about a

number of topics that may be important to you, but not necessarily as you are getting started.

The Job Management and Control module has ten modes of operation: Jobs, Production Releases,

Engineering Releases, Engineering Release Line Dependencies, Work Orders, Work Order Dependencies,

Special Work, Customer Returns, WBS (Work Breakdown Structure) and OBS (Organizational Breakdown

Structure).

By far, the most important of these are Jobs and Work Orders, and, to a somewhat lesser extent,

Production Releases. You should focus on these three to begin with, and take up the others after you

have mastered these three.


JOBSCOPE Page 10

Getting Started

What Is a Job

The first thing to do is to decide what is a job. If your business is a job or project oriented environment,

then what constitutes a job may be obvious to you. A job has a customer associated with it, and only

one customer. Generally speaking, when a customer gives you an order, you open a job. You put in

some basic information about the job, such as the customer, the salesman or salesmen who sold it, your

project manager, and the general ledger accounts associated with the job (accounts receivable, sales,

work in process, cost of goods sold, etc.). Then you enter job line items. These line items identify what

has been sold. This identification is made by the entry of a part number. This part number may reflect a

single part, such as on a spare parts order, or it may represent a large, multi-level bill of materials for a

complex machine. The other basic part of job entry is the budget for the job. More on this later.

When the engineering work is done so that the line item part numbers have all the bills of material and

shop routings entered in detail, then you create work orders from the job line items. These work orders

define the shop routing and bill of material for that work order. Other data may also be added, but that

will be discussed later. A large, complex, multi-level bill of material may result in a great many work

orders.

Job Numbering

You need to think carefully about job numbers. The job number may be any combination of alpha and

numeric characters up to 8. If you already have a job numbering scheme, and you like it, then use that.

The system has several schemes for automatically numbering jobs. Your job number can be numeric,

like 56896, or, you can have a single numbering scheme with an alpha prefix, like CC. You can tell the

system that you want the first job to be CC10001. When you enter a new job, you enter the word NEW,

and it will pick up CC10001 and reset the next number to CC10002. If you want multiple prefixes, each

with it’s own series, you can do that too. As an example, you might want CC10002 as the next CC job,

AL25559 as the next AL prefix job, and on and on for as many prefixes as you want. The Configuration

Setting section will tell you how to do it.

Job Costing

You can see costs at the Contract, Job, Production Release, and Work Order levels. You can budget at

the Contract, Job, and Production Release levels, but the best tools for comparing budgets to actual

costs are at the Job and Contract levels. The most important thing about job costing is the selection of

cost categories, or simply Categories. Budgeting and actual cost collection is done by Category. You can

make the categories very simple, like labor, materials, labor overhead, and material overhead, but you

might want to be a bit more creative, like Engineering Labor, Fabrication Labor, Assembly Labor, Raw

Metals, Hydraulic Parts, Pneumatic Parts, Power Transmission, Electrical, and various types of overhead.

The category field can be any combination of alpha and numeric characters up to 10 characters (you will

have to develop some abbreviations). For additional information, see the section on Job Cost

Categories.


JOBSCOPE Page 11

Job Cost Categories

The most important thing about job costing is the selection of cost categories, or simply Categories.

Budgeting and actual cost collection is done by Category. You can make the categories very simple, like

labor, materials, labor overhead, and material overhead, but you might want to be a bit more creative,

like Engineering Labor, Fabrication Labor, Assembly Labor, Raw Metals, Hydraulic Parts, Pneumatic

Parts, Power Transmission, Electrical, and various types of overhead. The category field can be any

combination of alpha and numeric characters up to 10 characters (you will have to develop some

abbreviations).

The first thing to do is set up the three tables for job cost categories.


JOBSCOPE Page 12

Material Categories (Table 3001)

The cost categories for materials are defined in table 3001.

Overhead - For each category, you can define an overhead percent. When a part with this category is

charged to a job, the percentage value is used to calculate an overhead amount, which is charged to the

job. This overhead amount is intended to cover the cost of indirect materials, or freight in, or other

material related overhead costs. The system tries to charge this overhead amount to category

OVERHEAD. If OVERHEAD is set up as a category on the job, the charge will go to that category. If

OVERHEAD is not set up on the job, then the system will charge to category OTHER. For this reason, if

you plan to use the material overhead function, you should be sure that category OVERHEAD is set up as

a default category.

Subcontract - The Subcontract box allows you to designate a category as a subcontract category. The

Detailed Cost Breakdown function uses this to recognize that a job charge is a subcontract. See the

Section “Detailed Cost Breakdown” in the Job Accounting User Guide for more information.

Restricted – If you check this box, this category will not show in the dropdown for category on the

Special Charges screen. You can enter the category manually, and it will take it.


JOBSCOPE Page 13

Uncontrolled Floor Stock – If you have items that are “free issue” floor stock for which no issue

transaction against a work order will take place, you may want to set up a special category with this box

checked. When work order BOM components with a category marked as Uncontrolled Floor Stock are

created, they are marked complete so that they don’t show as outstanding.

The Create Budgets process will not include the cost of these uncontrolled floor stock items in the job

budgets. This is the kind of cost intended to be absorbed by the material overhead percent.


JOBSCOPE Page 14

Labor Cost Categories (Table 2006)

Labor cost categories come in four types, LABOR HOURS (LH), LABOR COST (LC), ENGINEERING HOURS

(EH), and ENGINEERING COST (EC). The only types that are entered in this table are LH and EH, which

are both hours categories. The type is set by the Labor and Engineering Hours radio buttons. Labor is

charged by hours categories (in man hours), and the system figures out the corresponding cost category

(in money) from the Cost Category entry in the table. Similarly, the labor burden (an overhead

absorption amount for labor) account is an LC type that is determined by the entry in the table. Leave

the Burden Percent set to zero.


JOBSCOPE Page 15

Standard Cost Categories (Table 2005)

Whereas tables 3001 and 2006 define what the valid categories are, table 2005 defines which categories

will automatically be set up when a new job is entered. If a job charge is made with a category which is

not set up on the job, it will show in job cost as category OTHER. After a job is created, and the system

has automatically assigned the standard categories to the job, you can add other categories to the job,

or delete some of the standard ones if you like. If you plan on using the material overhead functionality

(see the “Material Categories (Table 3001” section, then be sure you have category OVERHEAD set up as

a standard category. Similarly for labor, be sure you have the appropriate Labor Cost and Labor Burden

categories set up as standard. If you don’t, the system will write them to the category OTHER LC.

There is a more elaborate way that you can define job cost categories. That is described in the section

“Default Job Cost Categories”.


JOBSCOPE Page 16

Record Type

A record type must be assigned for each job. This is a very important setting. The dropdown for Record

Type on the Job Master screen is below.

The most common type of job is a customer order which may be billed automatically from shipments or

have a mix of automatically billed from shipments and manually entered customer invoices. The Record

Type of blank would normally be used for these jobs.


JOBSCOPE Page 17

The screen below is the job selection screen used for automatically creating invoices from shipments.

Notice that one of the selection criteria is Record Type. You might adopt a standard operating

procedure that calls for entering jobs to be automatically invoiced from shipments to use a Record Type

of Blank, and jobs that are to be always manually invoiced to use a Record Type of M. When creating

invoices from shipments (the screen below is from the Accounts Receivable module), you would use

Blank for Record Type, which would exclude the M jobs.

Another very important Record Type is S for Make for Stock. A make for stock job is not for a customer,

but for making inventory which you will put into stock. Consider that a line item on a Blank Record Type

job is a demand against inventory or manufacturing, whereas a line item on an S Record Type is an

incoming supply for inventory. Other system processing is affected by an S also.

O for overhead is for a non-customer job, like installing a new piece of machinery, or repairing the roof.

R is rework which is not billed to a customer.

T (template) jobs are no longer supported by the system.

Cost Type (Labor Cost Type)

When hourly labor is entered for an employee, that labor is charged either to a job or to an account. If

the labor charge is to an account (referred to as indirect), the cost of the labor will be the actual hours

entered multiplied by the actual hourly rate in the employee master. If the charge is to a job, there are

additional options available. Each of these options is represented by a value called Cost Type. There are

six different cost types; NA, NB, NC, ND, NE, and NF for non-C/CSCS jobs (which are probably the types

you will use). When jobs are charged with labor, the charge is in two parts, direct and burden. Both

parts are calculated by a number of hours multiplied by an hourly rate. Four values, two for the rate and

two for the hours may come into play. The rate may be either the standard labor rate for the work

center, or the employee’s actual labor rate from his or her employee master. The hours may be the

actual hours reported, or earned hours. When labor is charged to a work order operation, that

operation will likely have hours standards. The standards are set up time and run time. The first time

that labor is reported on an operation, the setup time is assumed to be “earned”, or accomplished. The

run time is per piece being worked on. As an example, assume that an operation has a setup time of .5

hours, and a run time of .1 hours. The employee works for 2.0 hours (actual hours), and reports


JOBSCOPE Page 18

completing a quantity of 18. The earned hours value for the transaction is therefore 2.3 (.5 setup + 18 X

.1 run time).

Cost types are assigned at the job level. A default cost type for jobs is set up in System Configuration,

but it may be changed on the job. These cost types are as follows:

NA – Actual Rate * Actual Hours Earned hours for burden

NB - Actual Rate * Actual Hours Actual hours for burden

NC – Standard Rate * Actual Hours Earned hours for burden

ND - Standard Rate * Actual Hours Actual hours for burden

NE – Standard Rate * Earned Hours Earned hours for burden

NF - Standard Rate * Earned Hours Actual hours for burden

There are additional cost types that are used for Cost Schedule Control System Criteria (C/SCSC) jobs.

These cost types have Y for a first character, and will be discussed in a separate section.

Job Breakdown - Contracts

In the standard version of Jobscope, a customer order may be broken down into four distinct levels,

contract, jobs, production releases, and work orders. Many Jobscope users, probably over half, only use

two of these, jobs and work orders. A special kind of job is a Contract Job, or simply Contract. When

you enter a job, there is a Contract Id field where you can enter the job number of another job. If you

enter a job number in the Contract Id field, then that job becomes a contract job. This provides a way to

break down a customer order. As an example, some Jobscope users will open a job to serve as the

overall contract, then open another job for the engineering, another for the production work, and yet

another for field installation. Each of the jobs for engineering, production, and installation has the

contract job in their Contract Id field. In Jobscope, billing is done at the job level. In a multi-job contract

scheme, you can bill against the contract job, or against the lower level jobs, or both.

Job Breakdown – Production Releases

Production releases may be used to break down production work in any way you like, but the most

common use is to define the parts that need to be produced in the same time frame. When a job is

entered, the system automatically creates a production release in the background that has the same

number as the job. Production Releases may be any combination of alpha and numeric characters up to

10. This automatically created release is referred to as the master release. When you create work

orders for the job, it looks like the work orders are directly linked to the job, but they are actually linked

to the master release. When you add “job line items” to a job, you are actually adding them to the

master release. You can create additional production releases if you like. Most users set up a

production release numbering scheme which has the job number as a prefix. As an example, if the job

number is 50023, then the master release would be 50023, and the additional releases may be 50023-1,

50023-2, etc. Some users only add line items to the additional releases, and don’t enter line items

against the master release.


JOBSCOPE Page 19

Don’t try to get fancy with production releases for fancy’s sake. If you have a good reason to use them,

then do it. Otherwise, avoid the additional complexity and link everything to the job itself.

Job Breakdown – Work Orders

If you have anything resembling production or shop work, then you will want to use work orders. Work

Orders are made up primarily of the work order header, which generally defines the work to be done or

part to be made, a routing made up of one or more operations, and a bill of material. Work orders are

the fundamental units in the job.

Planning Work Orders

The Jobscope users who most often create work orders in planning use the Repair Manager module.

Planning work orders are not in the schedule, their bill of materials items are not recognized as material

requirements by the system, and they exist in a sort of hold status. If you are in the repair business, you

can do cost estimates on the planning work orders and tell the customer how much it will cost. When

the customer approves the work and is ready to proceed, then you can move the work orders to

production. If you already have an order to proceed from the customer, there is no need to go through

the planning stage. You will probably want to create all work orders in production.

Work orders in planning use a different set of files for the basic data such as work order header, routing

header and operations, and bill of material components. Work orders in production will have both the

planning and production files.


JOBSCOPE Page 20

Dates In the Job Master and Job Line Items

Some of the dates that are entered are important, and some are not. Consider the example in which job

number 115798 was entered by completing the Job Master.

Although we don’t have to go here at all, notice that a Release was created in the background with the

same number (115798) as the job. This is referred to as the Master Release. Notice that the system

took the Due Date from the Job Master and wrote it to the Schedule Complete date on the release. If

nothing is changed, the system will attempt to forward schedule all work order creation for line items on

this release from this date. If we want some other scheduling date for the entire release, we can change

it here. If we want to backward schedule, we can blank this date and put a finish date in Schedule

Complete.


JOBSCOPE Page 21

Next, we add a line item. This can be done either from the Job Master or from the Release. Notice that

we have entered some different dates here. The Requested date is 8/20/2011, and the system will use

this date and backward schedule from this date. If we had left it blank, then the date from the release

(in this case 8/31/2011) would have been used.

The Scheduled field will be filled in by the scheduling system when it runs.

Date Received is intended to be used for repair items, and is the date that the item was received. You

may use it for other purposes.

Date Promised is the date that you promised to the customer. It is not used in system processing.

Date Quoted is intended to be the date that the customer was quoted for the item. If you use it, you

should check it on.


JOBSCOPE Page 22

Date Completed is the date the line item was shipped complete. In the Shipping module, when the line

item quantity is shipped, the system will flag it complete. The shipping user can also manually flag the

line item as shipped complete.

Taxes

The system will calculate taxes and add them to a customer invoice depending upon a number of

settings in the system. Notice the Accounts Receivable Billing Details below. The area in red is blown up

on the following page.


JOBSCOPE Page 23

This is the part of the screen with all the numbers. The boxes beside State Tax and County Tax allow you

to select a tax code from the respective dropdowns. In this case, a code was not selected, but the 1.5%

and 5.0% values were copied in by the program from the Customer Master, and these percentages

added to the invoice.

The Job Master has a Tax Exempt field in which the customer’s tax exempt number (or anything else)

can be entered. If that field is blank, then you will get the result above. If it is not blank, then taxes will

not be calculated.


JOBSCOPE Page 24

General and Administrative Costs

There is a function in the system for calculating general and administrative costs as a percentage of the

amount of a transaction and charging this amount to the job. This function is turned on or off in System

Utilities, System Configuration, Job Control, Job Accounting. It is the first box on the screen. If it is not

checked, then the system will not calculate this G&A amount.


JOBSCOPE Page 25

If “Automatically Charge G&A Overhead to Jobs” is checked on, then you will need to set up the G & A

Overhead Categories table. If you enter a category in this table, along with a percentage for the

category, then when a transaction occurs for that category, the system will calculate based on the

percentage, and charge the amount to category “G&A”. If the category is not set up for the job, it will

add the category for regular jobs, and add the category/period record for C/SCSC jobs.

In the table below, the categories ANGLE, ASSEMBLE, and LABOR HRS are set up with percentages as

described above. Notice that category G&A is set up in the table also, with a percentage value of 5.00.

If a transaction occurs for a category that is not set up in this table, the system will use the percentage

value set up for category G&A, in this case 5.00. This percentage value will be calculated based upon the

direct amount of the transaction, plus any amount calculated for material overhead or labor burden. As

an example, consider a transaction for $1000.00 for category METALS. The category METALS is set up in

Table 3001 with an overhead percentage of 5.00 percent. For this $1000.00 transaction, $50.00 would

also be charged to category OVERHEAD, and $52.50 would be charged to category G&A.


JOBSCOPE Page 26

Outside Processing

The Outside Processing functionality allows you to define a part as requiring outside processing by

adding one or more Outside Process Codes to the part. When work orders are created, the program

checks to see if any Outside Process Codes have been assigned to each part involved. If they have, then

the program not only creates a work order bill of material record for the part, but it also creates a work

order bill of material record for each Outside Process Code. If the part with an Outside Process Code is

the end item in the BOM structure (a release line item), then a separate work order is created for that

part. That separate work order will have a work order bill of material record for the part itself, and one

work order bill of material record for each Outside Process Code on the part. If the part with an Outside

Process Code is not the end item in the structure, then one additional work order bill of material record

will be created for each Outside Process Code, and that work order BOM record will be on the same

work order.

When the Outside Process is not for the End Item

As an example, part number 465881 is a part that requires plating. A Part Outside Process (from the

collection in Parts mode) has been added as shown below.


JOBSCOPE Page 27

This part is in the bill of material for part 125834. In our example, 125834 is a line item on a job. When

work orders are created for this line item, the display in Job Management and Control looks like this.

Notice the “Outside Processes” symbol on the display. This indicates that one or more outside

processes are required on work order 0001. If we click on the outline box to expand the display, we see

that there is one outside process, and it’s BOM item (sequence) number is 032. The other 30 are the

BOM components on the work order, and the part requiring the outside processing, 465881, is one of

them. Also note the wording “(origin item 029)”, which indicates that 465881 is BOM item 029.


JOBSCOPE Page 28

If we double click on WOP Bill of Material in the collection to open the BOM item, it looks like this.

Notice that the create work order process got the Category and the Unit Cost from the Part Outside

Process entry that we looked at earlier. In addition, it checked the Buy Part box, and gave it a Unit of

Issue of EA.

This work order BOM item will then flow through the purchasing process like any other purchase to job

item.


JOBSCOPE Page 29

When the Outside Process is for the End Item

If we take the same data and add a Part Outside Process to the end item, 125834, we get an additional

work order. First, we will add a Part Outside Process to 125834.


JOBSCOPE Page 30

Now when we create work orders, we get the result below. Since the end item has an outside process,

we get an additional work order as a “home” for that outside process.


JOBSCOPE Page 31

Job Costing of Outside Processing

The costing of Outside Process PO items is different from other purchase to job costing. Whereas

normal purchase to job receivings charge the job at the purchase order price, outside process PO items

charge the job at the Standard Cost set up for the outside process in the Parts and Change Control

module.

The variance between the purchase order unit cost and the standard cost should be handled during the

invoice entry in Accounts Payable.


JOBSCOPE Page 32

Sales Regions

The Sales Regions functionality allows you to define “which users can work with data for which

customers”.

Overview

First of all, the Sales Region functionality may be overkill for your security scheme, and you can leave it

turned off by not checking the Enable Sales Regions box in System Utilities. However, if you want to

restrict employees (users) to only be able to work with selected customers and customer sites, you may

want to use it.

The Sales Region functionality allows you to set up a hierarchical structure of Regions and SubRegions

and SubRegions under SubRegions for as many levels as you need. With this structure in place, you can

assign each customer master or the customer’s sites to one or more of the points (Regions/SubRegions)

in the structure.

This Region/SubRegion definition can be geographical, or it can be based on sales territories, or types of

customers or anything you like. It can also be a combination of the two. As an example, you might set

up a geographical scheme, and assign customers and users to points in the scheme. However, you

might have a sales manager who handles a group of special customers called national accounts. In

addition to the geographical scheme you could create a region called National Accounts. The national

accounts customers and their sites would be assigned to their place in the geographical scheme, and

they would also be assigned to the region National Accounts. The sales manager would also have the

National Accounts region assigned, thus giving him or her access to the national accounts customers

wherever they are located.

With the customer’s linked to the structure, you can then define the Regions or SubRegions to which an

employee has access.

With all this in place, when an employee attempts to access a customer or customer site, the system will

determine if the employee has access to the Region or SubRegion to which the customer or site is

assigned.

The Job Management and Control, Estimating, and Part Price Inquiry modules use this functionality to

determine the employee’s access.


JOBSCOPE Page 33

Setting Up for Sales Regions

System Utilities

To enable Sales Regions, go into System Utilities, System Configuration, Job Control, and Order Entry.

The Order Entry configuration screen displays. Check Enable Sales Regions.


JOBSCOPE Page 34

User Permissions

For the users that will manage the sales region functionality, two user permissions need to be checked.

Employee Regions allows the user to view/edit employee regions in the Employee Master. Customer

Regions allows the user to view/edit the customer regions in the Customer Master.

Link each user record to an employee

In Security Users mode of System Utilities, be sure that the user id is linked to an Employee Master

record. In this example, they are the same, but they don’t have to be.


JOBSCOPE Page 35

Assign Region and SubRegion Access to Employees

In the Resources module, in Employees mode, you will see a Regions tab in the Employee Master, as

shown below. That tab will display the structure of regions/subregions, and you can select the

regions/subregions for which the employee has access.


JOBSCOPE Page 36

Assign Each Customer to a Region or SubRegion

In the Customers module, click on View and Manage Sales Regions. There is a row for the customer

master and for each site. If you do the customer master, then you can’t do sites because they are

already on for the customer. If you don’t want all sites available, then don’t check the customer and do

each site individually. To link a customer or customer site to a region or subregion, click in the Regions

column. The Regions/SubRegions structure will display. Click on the Region or Subregions to which the

customer or customer site belongs.

If a user has access to a customer at the customer level, then the customer master will be available to

the user to the extent that applicable user permissions are assigned to the user.

If the user only has access to some but not all of a customer’s sites, then the user will see the customer

master, but cannot make any changes. Only the sites to which the user has access will list, and the user

can work with those sites only.


JOBSCOPE Page 37

Operating With Sales Regions

In Job Management and Control

If you are using Sales Regions, then a user will not be able to create a job for a customer that is not

assigned to a region/subregion to which the user has access. When a user is creating a job, and enters a

customer number to which the user does not have access, an error will display indicating that access to

that customer is denied.

If a user browses for jobs, only the jobs for customers to which the user has access will display.

If the user does not have customer access, but has access to sites for the customer, the validation for

the customer number will initially pass. However, under this condition, the user must enter either a bill-

to or a ship-to site, and must have access to that site. If no sites are entered, on Save the system will

display this error.

In Production Releases mode, if the user has access only to certain sites, then the user will only be able

to create a release for bill-to and/or ship-to sites for which the user has access.

In Estimating

In the Estimating module, the user may only access estimates for customers to which the user has

access.

In Part Price Inquiry

In the Part Price Inquiry module, the user may only access inquries for customers to which the user has

access.


JOBSCOPE Page 38

Jobs Mode

The first, and probably the most important, of the ten modes in Job Management and Control is Jobs

mode. This is where you will create new jobs, add line items to the jobs, and create the work orders for

the jobs. When you are starting out, this is where you go first.

Configuration Settings

There are four different configuration screens under Job Control in System Configuration, Order Entry,

Job Management and Control, Job Accounting, and C/SCSC. C/SCSC is a special module and will not be

discussed here. The other three are in the following sections.


JOBSCOPE Page 39

Order Entry

In System Utilities, System Configuration, click on Job Control, then Order Entry. The Order Entry screen

displays. These settings control how the order entry process works.

This is the Order Entry screen in System Configuration.

Update Selling Price from Line Items – The system maintains an estimated selling price (total of planned

billings to the customer). You can set this manually, or you can put a selling price on each line item and

let the system calculate the total selling price. A little hint here; when the word Price is used, it almost

certainly means selling price to the customer. When the word Cost is used, it always means the cost to

fill the customer order (cost of goods sold or work in process).

Consider Line Items Taxable – The Job Line Items screen has a field called Taxable. If Consider Line Items

Taxable is checked on, then the system will automatically check the Taxable field at order entry. You can


JOBSCOPE Page 40

override it at order entry. The setting of the Taxable field on the Job Line Item screen determines

whether the system will calculate taxes and add them to the invoice automatically.

Display Customer Aging at Order Entry – If you want your order entry people to see a display of the

customer’s receivables aging at order entry time, then check this on.

Using Foreign Currencies – If you plan on using foreign currency as a selling price on jobs, then check this

on. Obviously, life is much easier if you can buy and sell everything in your native currency. This

functionality is described in the General Ledger manual.


JOBSCOPE Page 41

Assign Job Numbers Sequentially – This is probably the most important entry on the screen. You can

enter a number, either with or without an alpha prefix, in the Next Job field, and, if Assign Job Numbers

Sequentially is checked on, then the system can assign this next number along with the prefix when the

next job is entered. To do this, when entering a new job on the Job Master screen, enter the word NEW

and tab, and the system will write in the number (in this case A116094) as the job number, and

increment the setting to the next number (in this case A116095). The job number can be all numeric

characters also.

If you have more than one prefix, you can set up a numbering sequence for each of them.

Notice the Job Prefix button on the top left of the Order Entry screen we are discussing.


JOBSCOPE Page 42

If you click on the Job Prefix button, this screen will display.

In addition to the primary number scheme with the A prefix, we have two additional prefixes, BW and

CC. When entering a new job on the Job Master screen, if we enter BWNEW as below, and tab, the

system will assign job number BW5843.


JOBSCOPE Page 43

You may want to always force the users to enter a prefix rather than the simple NEW. To do this, turn

(uncheck) Assign Job Number Sequentially off as shown below, and the system will expect the Job Prefix

entries so it can assign a job number. If they enter NEW, it won’t assign NEW as the job number, it will

simply blank the job number field and give an error on Save.

Assign Customer Numbers Sequentially – Checking this on will cause the system to assign the next

customer number when a new customer is entered. The user enters the word NEW in the Customer

Number field and the system selects the next number.

Sales Acknowledgments – Print Heading/Line Item Text – This refers to user text. If this is checked on for

the Heading, any user text for the Job Master will print on the Sales Acknowledgment. If this is checked

on for the Line Item, then any line item user text will print.


JOBSCOPE Page 44

Export Customer Activities To Calendar – Entries on the Activities tab in the Customer Master can be

exported automatically to your email calendar if the Automatically box is checked. The CRM User Guide

has the details.

Allow Budgeting By Release – You can have the system budget by Production Release if desired. See the

section on Budgeting By Release.

Default Budget Category Basis – When a new job is created, the system will assign default cost

categories based upon standard category entries in Table 2005. There is also a function that allows you

to set the default categories by Product Line, WIP Code, or Bill Code. The drop down contains four

selections, Blank, PL for product line, WC for WIP code, and BC for Bill code. If you select blank, then

this function is turned off, and the job categories will be created from table 2005.

This is table 2005. To enter standard categories, click on New on the toolbar and select from the

Standard Category drop down list. If you want to do standard categories by product line, WIP code, or

Bill code, click on the New Type button at the bottom. If you don’t have a New Type button, it is

probably because the “Default Budget Category Basis” field has blank for an entry.

When you click on the New Type button, this screen will display. This entry says that category

MECHANICAL is a category associated with Bill Code entries, and will be a standard job category when

the Bill Code is TC. Consider that you will have chosen either product line, WIP Code, or Bill Code as the

basis for your standard categories (assuming you are not using table 2005), and so you probably will not

have a mix of Types in the table, just the one you have selected.


JOBSCOPE Page 45

Default Budget by Job or Release – This tells the system whether you want to budget by job or

production release. Unless you have carefully studied budgeting by release, select Job.

User Defined Budget Column – The basic job cost system provides for two budgets, sales and current.

The intent is that the sales budget was the budget at the time of sale, and the current budget is the

budget as of the current time. The User Defined Budget column is a third budget column that you can

use if desired. If you check it on, the Column Heading field will allow you to enter what you would like

the budget column heading to be. Very few companies need more than the standard sales and current

budgets, so you should probably leave it checked off (unchecked).

Comment Required For Line Item Change – If this is checked on, when a user makes a change to an

existing job line item, a box will display for entry of a comment about the change. The user must enter

something. Until you are further along, you should leave this checked off.

Enable Sales Regions – Check this if you want to use the Sales Regions functionality.

Require Password to exceed Credit Limit – Each customer can have a credit limit entered in the Customer

Master. When a new job is entered and line items added, the system checks the amount of open credit

for the customer and compares it to the credit limit. If it is greater than the credit limit, a warning

displays. In addition, if this is not checked on, the user can simply click on OK to proceed. However, if

this is checked on, the user must enter a password to proceed. If it is checked on, then the Password

field will allow the password to be entered.


JOBSCOPE Page 46

Use Crane Equipment Screens – A number of crane manufacturers use Jobscope. This provides for the

display of special screens for data entry about cranes. Unless you make cranes, leave it checked off

(unchecked).

Use Google For Customer Activities – This causes the system to create a link to Google mail and calendar.


In System Utilities, System Configuration, click on Job Control, then Job Management and Control. The

Job Management and Control screen displays. These settings control how the other order entry related

processes work.

This is the Job Management and Control screen.

Copy Part Master User Text to Job Line Items – If this is checked on, when a job line item is entered, user

text from the Part Master for the part will be copied to user text for the job line item. Until you have

studied this, leave it checked off (unchecked).


JOBSCOPE Page 47

Automatically Create Purchasing Work Order – If a Purchase to Job (PSM = P) part is entered as a line

item on a job, it does not show as a work order requirement. If this option is turned on, then when

work orders are created for the first time on a job, a work order with the number 9999 will be created,

and the “P” line item will be a material requirement on that work order. Unless you have a good reason

not to, check this on.

Include Line Items not in Part Master on Purchasing Work Order – You may want to add certain things as

line items on the job that are purchase to job parts but do not have part numbers. If this is not checked,

these line items will not be added to the purchasing work order.

Explode Stock and Purchase Items in Jobs Mode – In Jobs mode, when the bills of material on a job are

exploded, this will cause not only the Make items to show, but also the Stock and Purchase items. Check

this on.

Warn Users When Entering Job With Blank Record Type – Record Type on the Job Master is most

commonly used to define a job as Make-for-Stock. Most companies use the blank record type value to

designate a normal make for customer job, and an S to indicate a make for stock job. However, if

everything is make for stock, then you wouldn’t want a blank entry. Unless you have a good reason to

check this, leave it checked off (unchecked).

Allow Bill Code Change if Billings Exist – The Bill Code defines a set of accounts associated with a job.

The argument can be made that once billings (invoices) have been created for a job, the Bill Code should

not be changed, since that may get the general ledger out of balance with job billings. Until you have

thought through this, leave it checked off (unchecked).

Check for Inactive Parts, Routings, and Work Centers before Creating Work Orders – If this is checked on,

then, when creating work orders, the system will check for inactive items and give a warning. Check this

on.

Check Routing Same As Except When Creating Work Orders – Same as Except is a concept used in the

Repair Manager module. If you are not using Repair Manager, leave this checked off.

Use Category from Part Master for Outside Process BOMs – The Outside Process Code table requires the

entry of a default cost category to be used for the BOM record for an outside process. If this setting is

not checked, the system will use that default category when an outside process BOM record is created.

If this setting is checked, then the system will use the cost category for the part associated with the

outside process.

Next MRO Repair Return Authorization Number – This is also for Repair Manager. If you are not using

Repair Manager, it doesn’t matter what is in the field.

Assign Return Authorization Numbers Sequentially – The return authorization functionality can assign a

return number automatically. You can check it on and enter a number if you like, or leave it off until you

are ready for return authorizations.


JOBSCOPE Page 48

Enable Automatic printing of Work Orders – This option will cause the system to print documents linked

to work orders when the work orders are printed. If you check it, the Command Line field will light and

the screen will look like this after you enter the necessary information for this function.

Command Line – If you check Enable Automatic printing of Work Orders, this field will be lit and you

must enter the commands for work order document printing.

PDF Viewer Path - This is also associated with Enable Automatic printing of Work Orders. This tells the

system where to find the PDF viewer.


JOBSCOPE Page 49

Job Accounting

In System Utilities, System Configuration, click on Job Control, then Job Accounting. The Job Accounting

screen displays. These settings control how the other order entry related processes work.

This is the Job Accounting screen.

Automatically Charge G&A Overhead to Jobs – This allows you to have the system automatically

calculate a General and Administrative amount as a percentage of cost. See the section “General and

Administrative Costs”.

Check for Budget Overrun – If this is checked on, you can enter percentage and amount values for

budget overruns by cost category. When a job charge is attempted, and this is checked on, and the

charge will cause the category actual to exceed the budget by the percentage or amount, it will not

allow the transaction unless the Overrun Authorization Code is entered. Unless you have an unusually

well trained and well disciplined organization, leave it checked off.

Freight Charge Category – You can manually charge incoming freight to a job. This entry defines the job

cost category to which the charge will go.

Late Charge Access Code – The system will not allow a charge to a closed job unless the user enters this

password.


JOBSCOPE Page 50

Apply Cost at Invoicing – You can specify how you want cost applied calculated and applied to the job at

invoicing.

NO: Costs are not moved from work in process to cost of sales at invoicing. When an invoice is automatically created, no amount is applied to cost of sales. When you manually create invoices, you cannot enter an amount in the Cost Applied field on the Billings screen. ALL: When an invoice is automatically created, the full amount of the unapplied cost on the job is applied to cost of sales. When you manually create invoices, you can specify the amount applied to cost of sales through your entry in the Cost Applied field on the Billings screen. NN%: When an invoice is automatically created, the percentage you specify of the billing amount is applied to cost of sales. When you manually create invoices, you can specify the amount applied to cost of sales through an entry in the Cost Applied field on the Billings screen.

% Complete Calculation Default – The system can use a number of methods to calculate the percentage

completion for a job. These methods are numbered, and the details are in the Job Management and

Control User Guide (Percent Complete Accounting). This percentage completion is used to move

deferred income to sales and work in process to cost of goods sold. Until you have studied these

processes, leave the value as it is.

Current Period (yyyymm) – When the system makes job charges, it writes the current period to the job

charge sub-ledger record, and it gets it from here.

Detailed Cost Breakdown – For stock inventory items that are made for stock, you can maintain a single

value for their cost, or you can maintain detailed breakdowns by material, material overhead, labor,

labor overhead, engineering, engineering overhead, and subcontracting. Using this requires substantial

planning, and is best left until you are up and running.

Allow Detailed Cost Applied Breakdown on Invoices From Shipments – If you left Detailed Cost

Breakdown checked off for now, leave this checked off also.

Alternate Period Accounting – This function allows accounting transactions to be put into a period other

than the current period. Until you have studied it, leave it checked off.


JOBSCOPE Page 51

Table Entries For Jobs Mode

The following are the tables needed for the Job Master screen.

Company Codes (Table 0001)

The first table that we want to work with is table 0001, Company Codes. A “Company” in Jobscope is an

entity represented in a single balance sheet and income statement. If you want to produce different

balance sheets and income statements for parts of your business entity, then you will need more than

one company code. Your database may already have a single entry in this table. You can either delete it

and add a new one, or change the address and other data and use that company code.

To access it, double click on it in the table list. It is shown below.

Don’t create a blank entry. Select a code, and enter the information. On the right side, where it says

Company Logo, you need to load the image that you want to appear at the top of your customer invoice.

You can click on Remove Image to get rid of the one that came with the system, and click on the browse

button and browse to the image you want to use.

It is recommended that the logo be no wider than 2.5 inches, and no taller than 1.25 inches. If it is, you

may need to manually modify reports to accommodate the larger logo. It needs to be this size first, then

added to the database. If you add it to table 0001, then reduce the size, it does not pick up the new

size.


JOBSCOPE Page 52

Location Code (Table 0010)

There is one more table entry that we need for Job Line Items, and that is Location Code. Don’t put a

blank entry in this table. Location Code refers to physical location. As far as physical locations, the thing

you need to think most about are inventory storerooms. If you have more than one storeroom, and you

keep the same stock number in multiple storerooms, then you need a Location Code for each

storeroom. If you only have one inventory storeroom, and one shop, and they are both in the same

physical facility, then you only need one Location Code. Check Allow Job Issues on for each location.

Master Location is described in the paragraph below. Enter 1 in Issue Priority. These settings are most

commonly used by aviation repair companies that have consignment inventories for their customers.

If you will be using the Estimating module, then the Master Location field will come into play. If you

print an estimate, the printed estimate that you may want to send to your customer has a section called

“Issue PO To”. The address that prints there comes from table 0010, and is the address that is checked

as the master address. Don’t check more than one or more than one will print on the report.


JOBSCOPE Page 53

If you want to use the Auto Create Jobs function for creating make for stock jobs, you will need to think

about two fields on this screen. In order for the Auto Create Jobs to work, you must set up an MFS

Customer Number in the table. You may also want to define a special job prefix for that location, which

you can do in the MFS Job Prefix field. You can leave this blank and the system will default to the next

job number. If you decide to use a special prefix here, you will need to also set up that prefix in the

Order Entry screen for Job Control in System Configuration.

Work In Process Codes (Table 0012)

These are the accounts we need to set up Work In Process (WIP) codes. When a job is entered, two

codes must be entered to define the accounting for the job. On the cost side, the code is Work In

Process Code (Table 0012). On the billing side, the code is Billing Code, and the table is 7006.


JOBSCOPE Page 54

Job Account – This is job inventory. In Jobscope, you don’t have to purchase everything to

inventory; you can purchase non-inventory (and also inventory) directly to a job. When the item

is received, it can be immediately charged to the job, or it can go into a special inventory the

system sets up for the job, and be issued out later. This “Job Inventory” account is an asset

account in every sense of the word.

Material WIP Account – When you charge material to a job, the debit side of the transaction

goes to this account. If you are charging directly to cost of sales, then this would be a cost of

goods sold account. If you are using a work in process inventory scheme, this account would be

material WIP.

Material WIP Account Late – You can have late charges (charges made after the job is closed) go

to a different account, or you can enter the same account here.

Material Overhead Account – You can set up a percentage in Table 3001 that will be charged as

a material overhead when materials are charged to a job. This account will be the credit side of

that transaction.

Labor WIP Account – The same as material except this is for labor. It is a debit to WIP or cost of

goods sold.

Labor WIP Account Late – Late charges for labor.

Clear Account – If you have more than one company, and make an intercompany job charge, like

charging a job in one company with inventory from another, then this account will pick up a

credit in the company where the job resides.


JOBSCOPE Page 55

Finish Codes (Table 1001)

Finish codes can be entered on job line items so that the same part number can be sold in different

finishes.


JOBSCOPE Page 56

Salesperson Codes (Table 1004)

Table 1004 allows you to define your salespersons. Up to three Salespersons may be selected for a job

(or stored in the Customer Master) along with the percentage they share in sales commissions.

You can enter the salespersons employee number in the Employee field.


JOBSCOPE Page 57

Product Line (Table 2002)

Product Line is a sales thing. This gives you a way of defining a job as being associated with a product

line.


JOBSCOPE Page 58

Groups (Table 2999)

Group codes are normally used to represent sales responsibilities, or regions. You may use them for

whatever you like.


JOBSCOPE Page 59

Issue Codes (Table 3010)

Issue Codes do two different things. They are used to define a type of issue transaction simply for

record keeping purposes. They are also used in the purchased material receiving process and the

job/release line item to actually generate an issue transaction. In the case of receiving and issue

transactions the code itself tells the system what to do. For receiving, a code of “A” tells the system to

accept the receipt but not issue it. A code of AI tells the system to accept and issue to the work order

material requirement against which it was purchased. On the Job/Release Line Items screen, any code

beginning with “I” means to issue. The second character may be a character you choose to further

define the type of issue. For example, you may have IS, I4, IP, etc. All of them will generate an issue

transaction. Any code beginning with S means to ship and issue. The system will actually create the

issue and ship transactions, as appropriate.

Don’t delete entries from this table without consulting your Jobscope project manager.


JOBSCOPE Page 60

Currency Codes (Table 3013)

Verify that you have an entry for your native currency.


JOBSCOPE Page 61

Terms (Table 7003)

This code is for payment terms for customer invoices. The system uses the Net Term # Days value to

determine when invoices are overdue, but it does not use the Discount Term # Days value. Discounts

must be entered as the payment is entered. Retention refers to the percentage retention which the

customer may keep until the job is complete. In the example below, in which the value is 7.0 percent, if

the customer pays 93.0 percent of the invoice, then the remaining 7.0 percent is not automatically

considered overdue. It still shows as an open balance, but not overdue. The VAT field is for Canadian

customers. The “Calculate Due Date from End-of-Month” box will calculate the due date from the end

of the month for the date of invoice if it is checked.


JOBSCOPE Page 62

Billing Codes (Table 7006)

Billing codes define the accounting for billing and accounts receivable transactions. This is the table with

the Remit To Address tab selected. Enter your remit to address and then select the Accounts tab.


JOBSCOPE Page 63

This is the Accounts tab, and these are the other accounts you need.

A/R Account (Debit) – This is the Accounts Receivable account.

A/R Deferred Account CR – If you want billings to go directly to sales, put the sales account here.

If you are using a work in process scheme, then this should be a deferred income account.

Billings will then be moved from deferred income to sales either at job closing, or based on a

percentage completion value.

A/R Accrued Freight CR – If you designate part of the billing as freight, that amount will be

credited to this account.

A/R Accrued Tax CR – Same as freight except this is for tax.

Cost Applied Account DB – This is cost of goods sold. In Jobscope, under a work in process

inventory scheme, the amount that is moved from work in process to cost of goods sold on a job

is referred to as cost applied. At job closing, any amounts remaining in WIP for the job are

credited to WIP and debited to this account. The WIP accounts are in table 0012.


JOBSCOPE Page 64

Sales Account – The sales account goes here. If you want billings to go directly to sales, then this

account and the A/R Deferred Account will be the same.

Cost Applied Material and the rest of the Cost Applied Accounts – You can set up the system so

that make for stock items maintain a cost breakdown according to these seven breakdowns;

material, material overhead, labor, labor overhead, engineering, engineering overhead, and

subcontracting. If you turn this on, then the inventory values will go to these accounts in the

general ledger instead of the normal single inventory account. In other words, when a make for

stock job is closed, the job cost breakdowns will go to these inventory accounts.

International Commercial Terms (Table Incoterms)

This is for certain international transactions. Verify that there is a blank entry in the table.

Language Codes (Table Language Codes)

Language codes define the language for a job. These codes can automatically select language

descriptions for parts on invoices. The “Use as Default” check box will define which code is defaulted to

such things as jobs.


JOBSCOPE Page 65

G & A Overhead Categories

You can set the system up to calculate a General and Administrative cost value for jobs. See the section

“General and Administrative Costs.


JOBSCOPE Page 66

Direct Costing Accounts Table

If you plan to record all your job cost in the general ledger to work in process accounts and then move

those costs to cost of goods sold (COGS), or, if you want to record job cost in the general ledger directly

to cost of goods sold, and you only need one COGS account for each WIP code, or one COGS account for

material and one COGS account for labor, then you don’t need this function, and you should leave the

Direct Costing Accounts table blank. You can learn more about this by reading the Direct Job Costing

section in the Job Accounting User Guide.


JOBSCOPE Page 67

Sales Region Table

This table is used only if you are using the Sales Regions functionality. You enter or select a region, then

add subregions in the grid. Regions and Subregions constitute two “layers”, but you can add as many

layers as you like. For example, you can create a Southeast Region, and under it, multiple State

subregions, and then cities under each state. It doesn’t have to be states and cities, it can be anything

you like. In the example below, we have a Southeast region, and then a South Carolina SubRegion. If we

double click on the South Carolina SubRegion, it will appear in the Sales Region field, and we can add the

cities as further SubRegions. This can continue for as many levels as you need.


JOBSCOPE Page 68

Jobs and the Commonly Used Collections

In Jobs mode, the commonly used collections are Job Master, Job Line Items, and Job Budgets.

Job Browse

The Job browse screen allows you to search for jobs based on a number of values. You can do a “wild

card” search using the percent character (%).


JOBSCOPE Page 69

Jobs Main Tree View

On the main tree view, you can highlight the job or a job line item, and click on the desired collection

item and display the collection item, in this case job line item 003. We will start with Job Master.


JOBSCOPE Page 70

Job Master

To enter a new job, you can click on New on the Main Tree View toolbar.

This is the front tab (Primary) of the Job Master screen.


JOBSCOPE Page 71

The Job Master screen displays a Toolbar at the top of the screen with different available functions:

New: ( ) Use this function if you want to create a new Job Master record

Open: ( ) Use this function if you want to retrieve (open) another Job record to

be displayed on the screen (it will also be displayed in the Tree structure)

Open Job Documents: ( ) Use this function to attach electronic documents to

the job

Add User Text: ( ) Use this function to access the User Text screen and add free

form information to the Job record. The red tick indicates UDFs already have values

for the selected Part record

User Defined Fields: ( ) Use this function to access the User Defined Fields form

and enter the desired values. The red tick indicates UDFs already have values for the

selected Job record

Email Sales Acknowledgment: ( ) Use this function to email the sales

acknowledgment. If the job contains a part that has attached documents that are

designated to be printed when the job is printed, then when the sales

acknowledgment is emailed, those documents will be attached to the email along

with the sales acknowledgment. Refer to the Part Documents section in the Parts

and Change Control User Guide for more information.

To create a new Job, the following required fields need to be populated:

Note: All required fields are marked in bold.

Job Number – A combination of numbers and letters up to 8 characters. Job numbers may be

automatically assigned by the system in several ways. The Order Entry section in Configuration

Settings describes these. The basic job number assignment is done by entering the word “NEW”

and tabbing out of the field.

Description – There are 40 characters available for entering the description of the Job.

Customer Number – A valid customer must be selected. You can use the browse button to

select a customer ( ).

All other fields are not required but provide extensive information about the Job record:


JOBSCOPE Page 72

Estimate Number – If the job is related to an estimate in the Estimating system, the estimate

may be selected here using the browse button ( ). This is described in more detail in the

Estimating User Guide

Customer Inquiry Number – If the job is related to a customer inquiry, the inquiry may be

selected using the browse button( ). These inquiries are entered in the Part Price Inquiry

module.

The Customer box has three different tabs, Bill To, which is the address for billing invoices, Ship To,

which is the primary shipping address for the customer, and Contacts, which are contact people in the

customer’s organization. Multiple bill to and ship to addresses may be maintained for the customer.

Each job will have a single bill to address, but the job may ship to multiple addresses. This can be

handled using the Production Releases functionality described later. Each production release may be

shipped to a different address. The Bill To tab is shown below. The Customer Number goes in the field

on the left. The three fields across the top all have browse buttons ( ) for selection.

The next field to the right allows you to select an alternate Bill To address. The Customer Master

contains an address for the customer, which is normally the Bill To address. You may enter additional

addresses, or Sites as they are called in the Customers module. Each of these sites may be designated as

a Bill To Address or a Ship To address, or both. When you enter or select the customer in the left field,

the address from the Customer Master displays. You can click on the browse button beside the middle

field and select from the Bill To site records for the customer. Similarly, the Ship To address will default

to the main address in the Customer Master, but you may select a different Ship To address using the

right hand field.


JOBSCOPE Page 73

If you click on the browse button beside either the Bill To (field in the middle), or the Ship To (field on

the right) field, you will get this browse screen. If you got here via the Bill To browse, the title at the top

will say “Customer Bill To Site”. If you got here via the Ship To browse, it will say “Customer Ship To

Site”. The Customer Number will be displayed. Simply click on the Search button, and the applicable

sites will display in the Search Results box at the bottom. If you browse for Bill To sites, only the sites

designated as Bill To will display, and similarly for Ship To sites. Double click on the one you want and it

will be written back to the main display.


JOBSCOPE Page 74

The Ship To tab shows the Ship To address, and it looks just like the Bill To tab.

The Contacts tab is a little different. Here you can click on the Browse button to select from the list of

contacts for this customer.

You can change or add information here, and that information will be saved with the job. If you make

any changes, when you close the job, the system will ask if you want those changes saved back to the

actual customer contact record stored with the customer.


JOBSCOPE Page 75

On the right side of the Primary tab are a number of additional fields you can use.

Job Title – You can enter up to 50 alphanumeric characters

Contract ID – If this job is to be linked to a “Contract Job”, enter or select the contract job here.

For more information, see the “Job Breakdown – Contracts” section of this manual

Contract Item Number – You can link this job to a specific line item on the contract job by

selecting that line item in the drop down for this field

Reference Job – If you want to link a job to another job, but without the Contract job structure,

you can use this field. An example might be the case in which you built a machine for a

customer on a job, and closed that job on completion. Sometime later, the customer may order

parts for the machine, and you might want to link the parts job back to the original job on which

the machine was built

Product Line – You may select an entry from the Product Line table

Est. Completion Date – Here you can select the date that you think the job will be completed. It

does not affect system processing

Restricted/Closed – If a job is restricted, the system will not allow charges to the job. You might

want to use this for a job that is on hold and you don’t want anyone charging to it. The “Closed”

function has substantially more significance. Most Jobscope users operate on a work in process

accounting scheme, whereby job costs are not charged to cost of goods sold, but rather to work

in process inventory. Similarly, job billings are not posted to sales, but rather to deferred

income. When the job is closed, these users want to move work in process to cost of goods

sold, and deferred income to sales. There is a function in Job Accounting to do this. However,

simply checking Closed on this screen does not move work in process to cost of goods sold, nor

move deferred income to sales. Therefore, if you use the work in process accounting scheme,


JOBSCOPE Page 76

you should not check Closed here, but let the job closing function in Job Accounting take care of

it (it will set the flag here as well as move the costs and billings). If you are set up to directly

charge job cost to cost of goods sold, and billings directly to sales, then you can use this button

to close the job and set the job closing date. The date field to the right of these buttons

contains the date. Like Restricted jobs, Closed jobs will not allow charges or billings

Date PO – The system will default to the current date, but you can change it

Due Date –This is the date the customer expects the job to be complete. It does not affect

system processing

Customer PO – You can enter a customer purchase order number of up to 20 alphanumeric

characters

Customer PO Item – You can use this to link the job to a specific Customer PO line item


JOBSCOPE Page 77

This is the “Additional” tab on the Job Master screen. You can set up all the data required on this screen

in the Customer Master record for the customer so that the people who enter jobs for regular customer

jobs will not have to enter any of it. In this case, the job entry people will not even have to access this

tab.


JOBSCOPE Page 78

The required fields are marked in bold. The term “Written from Customer Master” means that the

system will automatically bring this value in from the Customer Master.

Project Manager – This may be up to 10 alphanumeric characters. The system will write this

value from the Customer Master, but you may change it. Written from Customer Master

Bill Code – You must select an entry from the Billing Code table, 7006. This entry defines

accounts associated with billing, and your remit to address. Written from Customer Master

WIP Code – You must select an entry from the WIP Codes table, 0012. This entry defines

accounts associated with costs. Written from Customer Master

Cost Type – Select a cost type from the dropdown. The “Cost Types (Labor Cost Types) section

in this manual has the details

Percent 1 – If you enter a salesman for the job, then you must enter the percent that this

salesman shares in the sales commission. If only one salesman is entered, then the percent

would be 100. If you enter two or three salesmen then you must enter the share for each, and

they must total 100. Written from Customer Master

Currency Code – The system will default to the Currency set up in the Customer Master. You

may select another valid entry

The other fields are not required.

Group – Select a value from the Group Code table (table 2999). Groups are most commonly

used to represent sales regions. Written from Customer Master

Record Type – Select a value from the dropdown. See the “Record Type” Section in this manual

Company Code – Select a value from the Company Code table (table 0001). If you have multiple

companies, the system needs to know the company with which the job is associated so that if

you issue inventory to the job from another company’s storeroom, the system will know how to

make the intercompany transactions to keep both of them in balance. Written from Customer

Master

Tax Exempt – The system will write the customer’s tax exempt number from the Customer

Master. If the field is blank, the Accounts Receivable invoice creation process will assume that

the customer is taxable, and calculate taxes. If it is not blank, like the one above, it will not

calculate taxes. See the “Taxes” section of this manual for more details on taxes

Terms – Select a value from the Terms table (Table 7003). Written from Customer Master

FOB Point – This is the “Freight On Board” point from which freight cost might be calculated, if

applicable. This does not affect system processing. Written from Customer Master

Salespersons – Up to three salespersons may be selected from the Salesperson table (Table

1004). The Percent 1 through 3 values beside each Salesperson field defines the percentage

share that the salesperson has for the job. The total percentage values must add up to 100

Commission – This field is for the sales commission percentage for the job. The Salesperson 1

will be written from Customer Master

Routing – This field allows you to define how the job is to be shipped. It does not affect system

processing. Written from Customer Master


JOBSCOPE Page 79

Prepaid/Collect – These boxes allow you to define whether the freight is to be prepaid, or billed

to the customer. The selection does not affect system processing. Written from Customer

Master

Periods – This is used on C/SCSC jobs to define the number of periods for spreading budgets.

Leave it blank

Carrier Account – This field is for your account number for the freight carrier. It does not affect

system processing. Written from Customer Master

Govt Contract – This allows you to enter a government contract number up to 30 alphanumeric

characters. It does not affect system processing

Attention - Written from Customer Master

Exc. Rate – Currency Exchange Rate. This value will default from the currency code

Budget By Job/Release – This defines whether the job will be budgeted by job or release. The

default setting from System Configuration will be written to the field. Until you are more

familiar with it, select job

Language Code – Select a value from the Language Codes table

Memo – Enter any notes you may have here

When everything is entered, you can click on Apply and the Job Master will be saved and the job still

displayed. At this point, you can click on the New icon (shown below) in the upper left and select Job

Line Item from the dropdown menu and begin entering the line item(s), or you can click on OK and the

Job Master will be saved and the Jobs Main Tree View will display.


JOBSCOPE Page 80

Copy Jobs

There is a Copy Jobs button on the top right of the Job Master Screen.

When you click on it, this screen displays. The system has entered the job we had displayed, 6332 into

the Copy From Job field. The system has also picked the next sequential job number and written it to

the New Job field. You can change it.

You can check the boxes for what you want copied, update the dates as needed, and click on OK to

create a New Job that is an exact copy of the Copy From Job.


JOBSCOPE Page 81

Job Line Items

After the Job Master is entered, you can enter the job line items. The job line items are the things that

were sold on the job. These things will normally have a part number in the system, but they may not at

the time of job entry. You can enter the job, then wait until part numbers are assigned for the job line

items. You can enter part numbers on the job line item that are not valid part numbers in the system if

you choose not to assign a part number.

After the job is entered, it will display on the Job Main Tree View. You can double click on Job Line Items

in the collection to begin entering job line items.


JOBSCOPE Page 82

This is the Job Line Items screen.

The Job Line Items screen displays a Toolbar at the top of the screen with different available functions:

New: ( ) Use this function if you want to create a new Job Line Item record

Delete: ( ) Use this function to delete the Job Line Item record currently displayed

Copy Job Line Item: ( ) This allows you to copy the job line item on the screen as a new

job line item on the same job. You will not get a new screen to add data for the new line item,


JOBSCOPE Page 83

it will simply copy this line item and assign the next item number to the new line item. User

text, User Defined Fields, and Documents will also be copied

Documents: ( ) Use this function to add or view documents for the Job Line Item

User Defined Fields: ( ) Use this function to access the User Defined Fields form and enter

the desired values. The red tick indicates UDFs already have values for the selected Job Line

Item record

Add User Text: ( ) Use this function to access the User Text screen and add free form

information to the Job Line Item record. The red tick indicates UDFs already have values for

the selected Job Line Item record

Next/Previous: ( ) These yellow arrows will step the system to the next or previous

job line item

To create a new Job Line Item, the following required fields need to be populated:

Note: All required fields are marked in bold in this document and on the screen.

Line Item Number – This is the sequential number for the line item, beginning with 001. The

system will normally write this for you

Part Number – This is a 20 character number for the part. If the part number is in the system, the

system will bring in information about the part. If the part is in the system, you can browse for it

with the browse button to the right of the field

Revision – This is the current revision for the part

Location – Select a Location Code from the dropdown (Table 0010). This is the primary location

from which the job will be shipped

Quantity Ordered – Enter the quantity the customer has ordered

UOM – Unit of Measure. If the part is in the system, it will be written automatically

PSM – Purchased to job, Stock, or Manufactured. This code will be written from the part record

The other fields on the screen are not required but may be very important.

Taxable – If this field is checked on, and the customer is not tax exempt, then the system will go

through the tax calculation routine when an invoice is created and add tax to the invoice. There

is a configuration setting for Order Entry called “Consider Line Items Taxable”. If it is checked

on, then the Taxable field will be automatically set on by the system.

Price Cat. – Price Category. If a Price Category is assigned for this part, you can select it from the

dropdown

Price Code – Same as Price Category


JOBSCOPE Page 84

Price – This is the list selling price. If selling prices have been set up in the Part Prices tables, the

system will calculate the price

Disc/Markup – The system writes this from the Customer Master. In this case, it is a negative

value, so it will be considered a discount

Cust Order Number – A customer purchase order number field is on the Job Master, but this

field allows you to enter a value also, in case the job covers more than one customer purchase

order

End Unit Serial Number – Here you can enter the serial number for the shippable end unit (if the

quantity is only 1)

Net Price – The system will calculate this value from the Price and Disc/Markup fields

Description – If the part is in the system, the description from the Part Master will display

Cost Account – This is for the C/SCSC module. Leave it blank

Item Total – The system calculates this as Net Price * Quantity

Product Line – Select an entry from the Product Line table (Table 2002)

Order Total – The system calculates this as the sum of the Item Total for all the Job Line Items

Rec. Order Number – Receiving Order Number. The Repair Manager module creates a Receiving

Order for items received for repair. Leave it blank

On Hand/On Order – If the part is a stock item, the quantity in stock and the quantity on order

will display

Drawing – You may select a drawing from the drawing browse

Revision – The revision for the selected drawing

Repair Category – These are repair categories in the Repair Manager module

Dimension – This field was originally used for a simple length calculation, but has been

superseded by the Variable Dimensions function. See the “Variable Dimensions” section of the

Parts and Change Control manual for more information

Language Code – Select a Language Code from the dropdown

Total Weight – This is the weight of the part. It comes from the Part Master, but you can change

it

Issued – If this is a stock item, the system displays the quantity of this item that has already been

issued from inventory

Finish Code – Select an entry from the Finish Codes table (Table 1001)

Obligated – If this is a stock item, then the system will display the quantity of this item that is

obligated (required by) on all the open requirements in the system, including this item, if this

item was entered before the most recent MRP run

Shipped – The system updates this field to indicate the quantity of this line item that has been

shipped

Dates Box – The Dates box list a number of dates, some of which are more important than

others


JOBSCOPE Page 85

Requested – If you enter a date here, the system will attempt to backward schedule

from this date

Quoted – You may enter the date that you quoted the customer

Received – For repair items, this is the date the item was received for repair

Completed – This is the date that the job line item was shipped complete

Promised – This is the date you promised the customer

Scheduled – This date is updated by the scheduling system. It is the date that the

scheduling system has calculated as the completion date in the shop

Equipment – You can link this line item to an equipment record using this field. The drop down lists

equipment records for this customer. The system will link equipment events.

Issuing and Shipping From the Job Line Items Screen

When you enter a line item for a stock item, you can have the system issue the item from stock, and also

ship it, if you wish. The fields for this are near the bottom of the screen.

The first one to consider is Issue Code (Table 3010). On the Job/Release Line Items screen, any code

beginning with “I” means to issue. The second character may be a character you choose to further

define the type of issue. For example, you may have IS, I4, IP, etc. All will generate an issue transaction.

Any code beginning with S means to ship and issue. The system will actually create the issue and ship

transactions, as appropriate.

Another field is Bin Location. If the item is stored in more than one bin location, you can select the bin

location from which to issue. If you don’t select a bin, the system will issue from the master bin.

The third field is Issue Qty (Quantity). Here you enter how many you want to issue.

The system will display the following message about pick tickets. If you click Yes, the pick ticket on the

following page will print.


JOBSCOPE Page 86

This is the pick ticket.

Issues from the Line Items screen are allowed for master release (jobs) only; items cannot be issued to

production releases through the Line Items screen.

If the transaction included a shipment, then you will get this question about a packing list.

If you click Yes, then this message will display. You will probably want to have the back order info on the

packing list, so click Yes.


JOBSCOPE Page 87

Then the Packing List will display.


JOBSCOPE Page 88

Equipment Events

See the Customer Relationship Management manual for details about events and linking them to job

line items.

Job Line Items Grid

The grid at the bottom lists the line items on the job or release.

You can double click on one of them to bring it to the full screen.

Working With Line Items in the Grid

You can also add, update, or delete job line items in the grid.

Use the Append (add) and Delete symbols at the bottom of the grid to add or delete line items. You can

go to the editable fields right in the grid to make changes.

You can copy an existing line by highlighting the line and right clicking. Click on Copy and the line will be

copied to the clipboard. Then click on Append, highlight the new line, and right click and select Paste.


JOBSCOPE Page 89

Job Budgets

As soon as you are ready, you should enter job budgets.

In the Job Main Tree View, double click on Job Budgets in the collection to begin entering job budgets.


JOBSCOPE Page 90

This is the Job Budgets screen.

The Job Budgets screen displays a Toolbar at the top of the screen with different available functions:

New: ( ) Use this function if you want to add a new Category record.

Delete: ( ) Use this function to delete the selected Category

Refresh Grid/Totals ( ) When you make a change, use this to refresh

the display areas

To start with, we want to focus on the area in the screen in the red box. It is enlarged on the following

page.


JOBSCOPE Page 91

Entering the Budgets

This is the area enlarged. The Orig Cost/Hrs column contains the budget values for what is called the

Sales Estimate, or the estimate of cost in dollars or hours at the time the order is entered. The Curr

Cost/Hrs column is called the Current Estimate, and is the latest estimate of the cost in dollars or hours.

The Actual column is automatically updated by the system as job charges occur. In order to do budget

to actual comparisons, you should enter either the Sales or Current estimate, or both.

Here we are adding a budget for the MOTORS category. Click on the MOTORS line in the Orig Cost/Hrs

column ($7100 here), then move to the Curr Cost/Hrs field and enter the Current budget, then move to

the Comment column and add a comment. Click on a different line and the budget will be updated.


JOBSCOPE Page 92

Adding a Category

To add a Category, click on either the New icon at the top left. The system will add a new line in the

grid.

Select the Category that you want from the dropdown. To add a category, you must do one of two things.

Either add a comment describing why the category is being added, as shown above, or reference a project

log entry in the Item column. The system will add the category when you move to another part of the

screen.


JOBSCOPE Page 93

The comment for change provides an audit trail of changes. You can do it via the Project Log approach if

you want to provide more detail. On the main tree display, double click on Project Log in the collection.

Enter the data and click on Apply or OK.


JOBSCOPE Page 94

Back on the Budgets screen, add the category, but this time, reference project log entry 0001.


JOBSCOPE Page 95

Deleting a Category

You can’t delete a category if charges have been made to it. However, before any charges, you can delete

it by entering a comment (or referencing a project log entry), highlighting the category, and clicking on

the delete icon on the toolbar.


JOBSCOPE Page 96

The Category Called Price

The system inserts a category called Price, and you can’t delete it. This is for the selling price, and it is

updated just like the other categories. The selling price is the price to be charged to the customer.

Other Budgeting Options

There are two other options that might be of interest. The standard system configuration provides for

two budgets, Sales and Current. You can add a third budget, with a user defined name. See the “User

Defined Budget Column” section in this user guide.

The other is Budgeting By Release. See the “Budgeting By Release” section in this user guide.


JOBSCOPE Page 97

Jobs and the Other Collections

In the previous section, “Jobs and the Commonly Used Collections”, we discussed the Job Master, Job

Line Items, and Job Budgets collections. They are the ones most widely used. In this section, we will

discuss the ones that are less used.

Project Log

This is the Project Log screen. Here you can enter important events in the life of the project. In

addition, when making a budget change, you must either enter a comment or reference one of these

project log entries.


JOBSCOPE Page 98

Job Documents

This is the Job Documents screen. This allows you to link electronic documents and pictures to

the job. The folder icon beside the Document Location field allows you to browse to the

document location. The one to the right of it will display the document. When you have the file

open where the documents are stored, you can double click on the document name to save it.

You can also drag the document and drop it in the grid area on the bottom left of the screen.

If the job contains a part that has attached documents that are designated to be printed when the

estimate is printed, you will get a list of these documents under the Linked Documents tab. Refer to the

Part Documents section in the Parts and Change Control User Guide for more information.


JOBSCOPE Page 99

Job Issue Locations

This is the Job Issue Locations screen. This is most commonly used by repair companies that have many

storerooms because they maintain customer consignment inventories. The purpose of this is to

designate the Master Location, from which issues will normally be made, and to define whether issues

may be made to jobs at all from a specified location.


JOBSCOPE Page 100

Scheduling Milestones

Scheduling Milestones do not affect the actual schedule, but display in the scheduling module so that

you can compare the milestones to the actual schedule generated by the Scheduling Module.

You can add notes to a milestone, and you can link a milestone to almost any other item in the system.

You can define predecessors for milestones so that dependencies among milestones may be

maintained. The calculation of dates for a task based upon dependent tasks may be calculated by

formulas which you can create.

You can set durations for milestones.

You can set up notifications by email or other means based upon the milestones. You can add user text

and user defined fields to milestones.

Finally, you can load milestones using the Map Master functionality.

Scheduling Milestones requires a special security setting for each user.


JOBSCOPE Page 101

Entering Milestones

To add Scheduling Milestones, double click on Scheduling Milestones in the collection. The Scheduling

Milestones screen displays. You can enter a Description of the Milestone, which will display with the

Milestone in the scheduling module.

The Milestone Code should be a short (up to 55 characters) description of the milestone. The Percent

Complete is your estimate of the percent complete for the milestone. If you enter a Completed Date,

the system will set this value to 100%.

The system will write the Job Number based on the job that was open when you double clicked on

Scheduling Milestones. You can select any valid Work Order and/or Operation on the job, or leave them

blank.

If you check the Show In Scheduling box, then the milestone will show in the Gantt chart in the

scheduling system. The Description is a longer (255 characters) description of the milestone.

This is the first milestone, so we will select a Start Date and a Target Date. Rather than select a fixed

Target Date, we could have left the Target Date blank and entered a Duration. This will cause the

system to calculate the Target Date based on the Start Date and Duration.


JOBSCOPE Page 102

In the screen picture below, we have entered a second milestone which is to be dependent upon the

first milestone. We do this by selecting the first milestone from the dropdown for the Predecessor field.

The first box immediately to the right of the Predecessor field has two values in it’s dropdown, Start

Date and Target Date. We have selected Start Date, meaning that we want the Start Date of this

milestone (Specification Approval) to be equal to what we select in the second box. The second box has

three selections, Start Date, Target Date, and completed Date. These dates refer to dates for the

Predecessor milestone. We have selected Target Date, which means that the start date of Specification

Approval will be equal to the Target Date of Complete Specification and Submit. We tell the system to

perform this calculation by clicking on the Calculate button.

We could have added days to the calculated date by entering that number of days in the Days field.

The Completed Date and Follow up Date are for your use, and are not required.


JOBSCOPE Page 103

The Assigned To field has three selections, Customer Contact, Employee, and Vendor Contact. If you

select Customer Contact, the screen will display a box with a dropdown, and the dropdown will list all

the contacts for the customer for the job.

If you select Employee, a field will display to the right, and you can browse for an employee.

If you select Vendor Contact, you will get a browse that will allow you to select a contact from any

vendor.


JOBSCOPE Page 104

Calculating and Recalculating Dates

Here is an example of how the fields for calculating dates work. The Recalculate Dates button will

recalculate the dates in all related milestones. This is the first milestone. It has fixed start and target

dates.

This is the second milestone.


JOBSCOPE Page 105

This is the third.


JOBSCOPE Page 106

Milestone Notes

If you highlight a milestone in the grid and click on the Notes tab at the top, you can enter a note for

that milestone.

Click where it says to click, and the system will write a tag line (the first line you see below). Add your

note.


JOBSCOPE Page 107


JOBSCOPE Page 108

Milestone Associated Items

A milestone can be linked to a number of different types of items in the system. These types are AR

Invoices, AP Invoices, Purchase Orders, Jobs, Parts, and Drawings. To start the linking process, click on

the Append symbol.

The display will change to look like this. Click on the down arrow for Item Type and you will get a listing

of Item Types. Click on the one you want.


JOBSCOPE Page 109

We selected AR Invoice. Next, click in the Item field, and two buttons will display. The first symbol will

access the AR Invoice browse, and the second symbol will open an AR Invoice.

To find the invoice to which you want to link, click on the browse symbol (the first one). The Accounts

Receivable Invoice browse screen displays. Enter the browse information and click on Search. In this

case, we used the job number for the search criteria.

Double click on the Invoice in the grid to select it.


JOBSCOPE Page 110

Now it looks like this. We have linked the milestone to AR Invoice 866557. You can link to other items

by clicking on the Append symbol again and repeating the process.

The other Item Types work the same way.


JOBSCOPE Page 111

Milestone Notifications

Milestone Notifications is the last tab.

Notifications can be setup to alert or email people when certain events occur. This notification system

uses the Jobscope workflow functionality behind the scenes. These workflows will be automatically

deleted when the milestone is completed.

Event Type

Ten different types of events can trigger notifications. They are as follows: Target Date Changed Start Date Changed Completed Date Changed Follow Up Date Changed Assigned To Changed Milestone Changed Predecessor Changed Predecessor Target Date changed Predecessor Start Date Changed Predecessor Completed Date Changed

Notification Type

There are two notification types, Email and Alert.

Recipient Type

If the notification type is Alert, then the only option is Jobscope User. If the notification type is Email, then the available recipient types will be as follows: Assigned To Email Address Jobscope User Customer Contact Vendor Contact

Recipient

If the recipient type is Assigned To, then no value will be allowed for the recipient. If the recipient type is Email Address, then you may enter a single email address, or a semi-colon delimited list of email addressed. For other recipient types, will show a browse where you can browse for the recipient.

Copying Notifications

You can copy and paste notifications using CTRL + C and CTRL + V, or by right clicking.


JOBSCOPE Page 112

As with Associated Items, the Notifications process begins by clicking on the Append symbol.

Then click on the down arrow in the Event Type column and click on the event type that you want. Next, click in the Notification Type field. Select either Alert or Email. Click in the Recipient Type field and select from the dropdown. In this case, we selected Email Address, and entered the email address in the Recipient field.

Other Recipient Types will display a browse.


JOBSCOPE Page 113

Using Map Master To Load Milestones

Scheduling Milestones can be loaded or updated using Map Master.

Columns A – H of your Excel spreadsheet should look like this. This spreadsheet has column headings

across the top. A little later you’ll see that we tell Map Master that the data starts on row 2.

This is the view of columns I –P.

And this is columns Q – W.


JOBSCOPE Page 114

Now open Map Master by selecting Engineering, then Map Master. When it opens, click on the

dropdown for Import Style and select Scheduling Milestones.

Be sure the field Row Data Starts On is 2. The Row Data Ends On can be blank. The No. Data Items To

View and No. Data Cols to View just define how much of the spreadsheet you will see on the right side.

They don’t affect the upload.

Then click on Open and select Change Spreadsheet.

In the Locate Spread Sheet window, browse to the Excel file and open it.


JOBSCOPE Page 115

Drag the numbers 1 through 19 on the right over to the column on the left headed by the word

“Column”. Whether they are alpha characters or numbers depends upon your Startup Configuration

setting.

When you are through, it will look like this. Click on Apply at the bottom of the screen to save this map

file. You won’t have to do this again, just call up the map and select the spreadsheet in the future, but

we’ll get to that later.

If the spreadsheet is still on the display on the right, click on Import and the system will import the data.


JOBSCOPE Page 116

When it completes, you will get this status report.


JOBSCOPE Page 117

Now that you have the map saved, you can do the following procedures to upload. Open Map Master

and select Scheduling Milestones from the Import Style dropdown.

It should look like this, with your map already loaded. If it doesn’t, click on Open and then Open Map

File, highlight the one you saved, and click on Open.

Now open the spreadsheet you want by clicking on Open, and Change Spreadsheet. Browse to the

spreadsheet you want, highlight it, and click on Open. When it displays, click on Import,

and it will import and display the Import Report. If you have another spreadsheet to upload, click on

Open and Change Spreadsheet, open the next one, upload, and keep repeating until they are all

uploaded. You can put all the spreadsheets together in Excel, of course, and just do one upload.


JOBSCOPE Page 118

How the Milestones Look In the Scheduling Module

Once all the milestones are in, and you have at least one work order created for the job, the milestones

will look like this in the scheduling Gantt chart. If you click on one of them, it will show the release/work

order information and the Description field for the milestone.


JOBSCOPE Page 119

Job Mobile Forms

When a form instance is created in Jobscope Mobile, it can be linked to a job. When you double click on

Job Mobile Forms, the form instances (the completed forms) that are linked to the job will display in the

screen below. If you double click on one, it will open in Jobscope Mobile.


JOBSCOPE Page 120

Jobs Main Tree View Buttons

A number of buttons appear at the top of the Jobs Main Tree View. The first eight are shown below.

New

Clicking on this button displays the Job Master screen where you can enter a new Job. This is described

in the Job Master section

Open

Clicking on this button displays the Job browse screen where you can select a job. This is described in

the Job Browse section

Delete

Clicking on this button may delete the displayed job. Once a job has job charges or billings, it may not

be deleted

Explode

This button will explode a Job Line Item one level down. It will look like this.


JOBSCOPE Page 121

Explode Multi-Level

This button also explodes, but explodes all levels

Create Purchasing Work Order

When you click on this button, this screen displays.

When you click Yes, this screen displays.

This is telling you that the system has created work order 9999 to use for certain items to be purchased.

These items are purchase to job items that are Job Line Items. No work order will be created for them,

and therefore no material requirement exists. The purchasing work order, 9999, will have these Job

Line Items which need to be purchased to the job as material requirements, which will trigger the

purchasing function to order them.


JOBSCOPE Page 122

Add WO

This button is the main function for creating work orders when you want to create work orders for a

single job or release line item. If you want to create work orders for more than one line item or even

job/release in a single process, use the Mass Create WO button described in a later section of this guide.

The terms Open and Create are used interchangeably. Highlight the Job Line Item for which you wish to

create work orders and click on the button. This screen appears. The options for work order creation

may be selected here. In the Open Where section, you should create the work orders in Production.

In the Open What section, you will almost always want to create work orders for all levels in the

assembly. If it is a single level bill of materials, selecting all levels as shown here will also give the proper

result.

If you have inactive parts or routings in the structure for which work orders are to be created, you will

see this message. It is a warning, not an error, and you may proceed.


JOBSCOPE Page 123

Then you may get a warning about inactive parts. The Proceed and Cancel buttons allow you to

continue or cancel the process. Normally, you will click on Proceed.

Finally this. This screen shows you what it is planning to create, in this case three work orders, one for

each node in the structure. You can inhibit work order creation for any one of them by highlighting that

node in the structure. It would be very unusual to not create all the work orders.

Click on Open Work Orders to proceed.

Back on the main tree display, the line item for which you have created work orders is now highlighted

in green. If you had created in planning, it would be blue.


JOBSCOPE Page 124

You can look at the work orders in Work Orders mode on the main display.


JOBSCOPE Page 125

Update Work Order BOM

When you create (open) a work order, that work order becomes a “snapshot”, or exact copy, of the bill

of materials for the assembly at that time. If the work order is open for a long period of time, the

engineering bill of material may be changed, but the work order (called the Production bill of materials)

will be the same as when it was created. This function allows you to update the work order bill of

materials to match the engineering bill of materials. When you click on the button, the Update Work

Order BOM screen displays. Select the Job Line Item, and the Work Order to update, click on the Load

Grid button, and the work order bill of material will display on the left, and the engineering bill of

material on the right. The red line indicates that the BOM item is inactive now and at the time the work

order was created, so it is not on the work order (production) bill of material on the left.


JOBSCOPE Page 126

The right side of the screen is enlarged below. To add an item on the engineering bill to the work order

bill, check the box by the BOM item in the Add To WO column and click on OK. You can add more than

one.


JOBSCOPE Page 127

The left side of the screen is enlarged below. If a work order BOM item was added through this process,

it will have it’s box checked in the Added Manually column.


JOBSCOPE Page 128

The right side of the toolbar, with the last five options, looks like this.

Mass Create WO

Mass Create Work Orders allows you to create work orders for more than one job or release line item in

a single process. These multiple line items may be on more than one job or release as well. When this

function creates work orders, it will mark the line item so that it will not recreate work orders a second

time. When you click on it, you get this screen. You can enter a job or release and click on the Add

button, and that job or release will be added to the Mass Create List on the left. You can highlight a job

or release in the list and click on Remove, and it will be removed from the list.

The two buttons at the bottom allow you to select whether you want to create the work orders in

Planning or Production. Unless you have a scheme for initially creating work orders in planning and then

moving to production, select Create Production Work Orders.

When the list is like you want it, click on Start.


JOBSCOPE Page 129

When processing is complete, you will get this message.

If you have a job or release in the list for which work orders have already been created, you will get a

message like this.

Looking at the text file shows this.


JOBSCOPE Page 130

Move To Prod

If you want to initially create work orders in planning and then move them to production later, you will

need to use this button to move them. First, you need to open the job or release for which you need to

move work orders from planning to production. With the job or release displayed, click on the Move To

Prod button. The screen below displays. The first button moves planning work orders with or without

routings to production. The second option only moves the planning work orders with routings. The

third moves work orders that are highlighted on the main display.

If you have “Automatically Schedule New Work Orders” checked on in System Configuration, you will get

this message. If you want the resulting work orders scheduled as they are created, click on Yes. If you

don’t, click on No.


JOBSCOPE Page 131

Change Work Order Status

If you have moved work orders to production, and now want to move then back to planning, use this

function. You can select more than one by holding down the Ctrl button while you click on other work

orders. The production files will be deleted. These work orders may be moved back to production at a

later time.


JOBSCOPE Page 132

MRE

Material Requirements Explorer will display the projected material transactions for all part numbers on

the selected job across all jobs. When you click on it, the job browse screen will display with the job in

the main display view written to the job number field. You can blank it out and browse for any job.

When you have selected the job you wish to view, the system will run for awhile and display the MRP

Exception Report. The upper left part is displayed in detail. There are three sections, Lot Items Not

Available, which pertains to lot controlled items, Stock BOM Items Not Available, which are regular stock

items (S), and Unfilled PO Requirements, which are purchased items. You can click on the section title to

get to the start of that section, or on a specific part number to see that part.


JOBSCOPE Page 133

The picture below shows the Unfilled PO Requirement section. As the system processes each part

number on the selected job, it gets all the projected transactions for that part number across all jobs,

sorts them by the projected date, and displays them as shown below. The selected job was 105125, and

you will see that it is in every projection.

Actual Job Cost Rollup

To run this selection, first open a job, then click on it. It will display job cost actual for the displayed job.


JOBSCOPE Page 134

Production View

When you click on Production View, this screen displays.

In order to make the screen usable, you can click on a section header, such as “Releases”, and that

section will compress to a single line with the section name. You can expand it again by clicking on it.


JOBSCOPE Page 135

The top section, Contracts, is shown in detail below. All the open Contracts will display in the grid. If

you highlight one of them, then the other sections will display data for that contract.

The Job Master screen where you open jobs has a Job Number field and a Contract ID field. If you leave

the Contract ID field blank, the system will assume that the job is it’s own contract, and write the job

number to the Contract ID field. However, you can enter or select some other job for the Contract ID,

and the system will then know that the Contract ID job is a “contract” job, and the job you are entering

is a part of that contract.

So the Contracts section of the Production View screen is displaying all jobs, whether the job is it’s own

contract, or whether the job is an actual “contract” job.

The next section is the Jobs section. All the jobs under the contract will display. If the job is it’s own

contract, then the job will display. If there is more than one job on the contract, select the job that you

want to work with.


JOBSCOPE Page 136

The next section is the Releases section. Here you will see all the releases under the selected job.

Next is the Work Orders section. This section is different from the others in that you can actually change

data here.

The icons across the bottom allow you to make changes to a highlighted work order. These icons are

Edit Work Order, Print Work Order, Work Order Kitting, Drawings, Update Work Order BOM, Buy Part,

Add Routing, and Schedule. The icons are described in the following sections.


JOBSCOPE Page 137

Edit Work Order

This option displays the Work Order screen. You can read more about it in the section “Work Order

Screen Order Info Tab”.


JOBSCOPE Page 138

Print Work Order

This option will display the screen below, and allow you to print a work order.

Work Order Kitting

This option will display the Work Order Kitting screen in the Inventory module. You can read about it in

the Inventory User Guide.

Drawing

You can click on this option to view the drawing defined on the work order header. The drawing must

be set up in the Parts and Change Control module, and it must have a valid URL. If these conditions due

not exist, then nothing will happen when you click on it. You can add a drawing to the work order using

the Edit Work Order option described several pages back.


JOBSCOPE Page 139


This option will open the screen of that name. You can read about it in the section “Update Work Order

BOM” in this document.

Buy Part

This option will change the part to be made on the selected work order to a Purchase Part for the job.

This message will display.

The section “Buy Part” in this document will provide more information.

Add Routing

If the work order is still in planning, you can add a new routing to it. This is described in the section

“Add Routing” in this document.


JOBSCOPE Page 140

Schedule

When you click on this option, the scheduling module will reschedule the work order. It does this

entirely in the background.

The next section is Operations. Highlight a work order in the previous section, and the operation on that

work order will display.

You can highlight an operation and click on the Edit Operation icon, and the Routing Operation screen

will display, where you can edit the operation. This screen is described in this document.


JOBSCOPE Page 141

The last section is Bill of Materials. This section will display the bill of materials for the highlighted work

order.

There are two icons that you can use to edit BOM data, Edit BOM Item and MRP. Edit BOM Item opens

the Bill of Materials screen, where you can edit the BOM. This screen is described in this document.


JOBSCOPE Page 142

The MRP icon will run the Update MRP process for the item. This process will run in the background.

Right Click Options in Jobs Mode

You can right click on the job line in the main display, and a menu will display with options which you

may find useful.

View Job Master

Clicking on this will display the job master for the job. This is the same as double clicking on Job Master

in the collection.

View Work Orders

This one is very useful because it switches the display to Work Orders mode and opens the job in work

orders mode.

View Order Analysis

This one is also useful in that it opens the job in Order Analysis.


JOBSCOPE Page 143

Production Releases

For a good description of a production release, see the section entitled “Job Breakdown – Production

Releases” in this guide. The other “Job Breakdown” sections just before and after it also give some good

information about Production Releases and how you might use them. You also might decide that you

don’t need multiple releases on a job. When you create a job, the system creates a production release

with the same number as the job automatically. This is referred to as the “master release”. When you

add line items to a job, it looks like you are adding them to a job, but you are actually adding them to

the master release.

The master release will be created in the background when you enter a new job. If you want to add an

additional release, you do it in Production Releases mode. You can also work with the master release in

Production Releases. However, if you don’t plan to have additional releases (the master release plus

one or more) on your jobs, then you won’t need to use Production Releases mode at all.

Numbering Releases

The job number may be up to 8 alphanumeric characters, and the release may be up to 10 alphanumeric

characters. The release number was made longer than the job number so that the job number could be

a prefix in the release number. The job in the pictures in the section is 105125, which is 6 characters,

and the release is 105125-01, which is 9 characters, reflecting the convention of using the job number as

a prefix for the release number. You can do it any way you like, but most people find this convenient.

Note that in this example, the master release number is 105125.


There are no additional configuration settings for Production Releases.

Table Entries For Production Releases mode

There are no additional table entries for Production Releases mode.


JOBSCOPE Page 144

Production Releases Main Tree View

This is the main tree view in Production Releases mode with an additional release displayed. Note that

the collection has only three collection items.


JOBSCOPE Page 145

Adding A New Production Release

On the main tree view, click on the Add button . The Release screen displays.

The Release screen displays a Toolbar at the top of the screen with different available functions:

New: ( ) Use this function if you want to create a new Release record. The new button

has a dropdown arrow, and the options are New Release and New Release Line Item. It

allows you to define whether you want a new release or a new release line item


JOBSCOPE Page 146

Open: ( ) Use this function if you want to retrieve (open) another Release record to be

displayed on the screen (it will also be displayed in the Tree structure)

User Defined Fields: ( ) Use this function to access the User Defined Fields form and

enter the desired values. The red tick indicates UDFs already have values for the selected

Release record

Add User Text: ( ) Use this function to access the User Text screen and add free form

information to the Release record. The red tick indicates UDFs already have values for the

selected Release record

To create a new Release, the following required fields need to be populated:

Note: All required fields are marked in bold.

Release – A combination of numbers and letters up to 10 characters

Job Number – This must be a valid job in the system


JOBSCOPE Page 147

All other fields are not required but provide extensive information about the Release record:

Description – This is the description for the release. It may be up to 40 characters

Estimate Number – If the release is related to an estimate, you can enter the estimate here. The

system has a special function for creating line items from an estimate. See the Estimating User

Guide for more information.

Highest Work Order – When work orders are created for a release, the system maintains a

record here of the last (highest number) work order created so that it will know where to start

numbering when additional work orders need to be created. These numbers are four numeric

characters in the form 0001, 0002, 0003, etc. You cannot change this number.

Customer Box – This is the detail of the Customer Box. The Number is the Customer Number

and was assigned when the job was created. You cannot change it, nor can you change the Bill

To address. However, you can select a Ship To address which is different from the job shipping

address (or different from every other production release ship to).

Notice that the address fields themselves may be edited. You can put in special address

information for this release if you like.


JOBSCOPE Page 148

A number of fields down the right side of the screen provide information about the release. You

cannot change them.

To Production – This is the date that this release should go to production. It does not affect

system processing

Schedule Priority – Certain releases may be given higher priority in scheduling than others. This

priority is a two character number. Until you have become experienced in scheduling, leave this

value at the 00 default

Schedule Begun/Schedule Complete – You may enter either of these dates but not both. If

Schedule Begun has a date, then the system will attempt to forward schedule from this date. If

Schedule Complete has a date, then the system will attempt to backward schedule from that

date

The line items on the release are listed in the box at the bottom.


JOBSCOPE Page 149

Release Line Items

The Release Line Items screen is shown below. This screen is exactly like the Job Line Items screen and

is described in the section “Job Line Items” in this guide.

Scheduling Milestones

This function is described in the Jobs mode part of this guide in the section “Scheduling Milestones”.

Right Click Options in Production Releases Mode

There is only one, but it is a good one, View Work Orders. It will shift the display to Work Orders mode

with the job opened.


JOBSCOPE Page 150

Engineering Releases

In Jobscope, the term “Releases” can have two different meanings, engineering releases or production

releases. An engineering release is a body of engineering work that is released from engineering when it

is ready. A production release is a body of production work that needs to be produced together, usually

so that all the work on a production release can be shipped at the same time. You can work with

production releases in the Job Management and Control module.

The Task Planning User Guide has an extensive section on Engineering Releases, and you should go there

to get the information you need. The reason that Engineering Releases are covered in that document is

that Engineering Releases can be integrated with Task Planning in order to charge engineering time to

engineering releases.

Engineering Release Line Dependencies

Engineering Release Line Dependencies define which line is “Used On” which other line. This allows you

to define a network of tasks so that a user can see the order in which the tasks must be performed. The

scheduling system does not do anything with these dependencies. They are simply informational. The

dependencies are created on a screen which is accessed via the “Used On” button on the Engineering

Release Line screen. This mode in Job Management and Control simply displays them. A typical display

might be as shown below.


JOBSCOPE Page 151

Work Orders

Work Orders mode is where you work with work orders. Work orders are most commonly created in

Jobs mode and Production Releases mode, so you may not need to come here often, but if you want to

change the work orders, you will need to do it here.

Configuration Settings and Tables

There are no additional configuration settings and table entries for work orders mode.

Work Orders Created From A Bill of Materials Structure

This is the main tree view in Work Orders mode, showing a job or release with 11 work orders.

Work Orders are where the action is. A work order is made up of a header, which defines what the work

order is all about, a routing, which tells how to do the work, and a bill of materials, which defines the

materials needed to do the work. You can get a lot more information on routings and bills of materials

in the Parts and Change Control Users Guide.


JOBSCOPE Page 152

When work orders are created for a multi-level bill of materials, a work order will be created for each

“node” in the multi-level structure.

The screen below is the main tree view in Parts and Change Control for part number 116116B. The

“nodes” we’re talking about are circled.


JOBSCOPE Page 153

Although you can’t see the whole screen, there are 10 nodes in this structure, and so the system has

created 10 work orders to represent this structure.

If you look close enough though, you’ll see that there are actually 11 work orders. That’s because there

are two other situations that create work orders over and beyond what is needed to represent the

structure.

Purchasing Work Orders

There are two types of materials that purchasing must buy, stock and purchase to job (PSM = P). The

stock items are of the traditional inventory type, meaning that they are carried in inventory so they will

be there when needed. The P items are not carried in inventory, but are purchased as needed for work

orders on jobs. In this section we are talking about P items. Work orders are usually created from

job/release line items. When a work order is created, a bill of materials is created for that work order. If

there are P items in that bill of materials, then those items will show up in the purchasing system as

requirements to purchase. If a job/release line item is itself a P item, then it does not end up as a work

order bill of materials item, and so purchasing does not see it. This is the reason for the purchasing

work order. If the work order creation process sees a job/release line item for a P item, the process will

create work order 9999 with the P item as a bill of materials item on that work order. Before it creates

work order 9999, the process will check to see if 9999 already exists, and add the P item to it.

The example discussed earlier did not have a 9999 work order, because there was no job/release line for

a P item.


JOBSCOPE Page 154

Shipping Work Orders

Some bill of materials items are not actually incorporated into the work in the manufacturing process.

This might be an instruction manual, a spare parts kit, or other item. You may want these items to be

“shipped loose”. To do this, when a Bill of Material Component is added to a bill of materials in Parts

and Change Control, it should have the Ship Item box checked, as shown below (this is the Bill of

Material Components screen in the Parts and Change Control module).

When the work order creation process creates work orders, it separates these ship items and creates a

separate shipping work order. In the example, work order 0011 was created for this item, part ST310.


JOBSCOPE Page 155

Same As Except Routings

In repair situations, the routing may need to be tailored to the repairs needed. A routing might have all

the operations needed to repair everything that could be wrong with the item, but only certain ones are

needed, depending upon the repairs needed. Even in manufacturing situations, you may need only

some of the operations on a routing, depending upon which variation of the item is to be manufactured.

The “Same As Except Routings” functionality provides this.

Same As Except Definitions

To set this up, begin by defining all the different variations of the routing that you think you will need.

Then in Routings mode in the Parts and Change Control module, access the routing, highlight the routing

header, click on Tools on the toolbar, and select “Routing Same As Except Definitions”. The SAE

Definition Update screen displays. You can see below that we have four variations of the routing. The

first one, called A, will include all the operations on the routing. The second one, B, is to manufacture

the Type 6 variation of the item. Finally, D includes only the operations that we normally use to repair

the item.


JOBSCOPE Page 156

Same As Except Details

Next, tell the system which operations go with which definitions by highlighting the routing header and

double clicking on Routing Same-As-Except in the collection. Then determine which operations are

required for each definition (see the A, B, C, D across the top) and check them.

When you create work orders for a part that has this routing, the system will ask which definition (A, B,

C, or D) you want to do, and it will include only those operations for that definition.


JOBSCOPE Page 157

When you create work orders for a part with a same-as-except routing, the work order dialogue shows

you this so that you can select which definition you want to do.

When you click on the Open Work Orders button, only the operations that are checked for the selected

definition(s) will be included on the work order. You may select more than one, but you must select at

least one.

Manual Work Order Creation

If you manually add a work order and the selected routing is a same-as-except, you will get this same

display on the Same As Except tab. You can select the definition that you want.


JOBSCOPE Page 158

Opening Work Orders

You get to work orders by first opening the job or production release with which the work order is

associated. From here on, we will talk about this as opening the release, because work orders linked to

a job are actually linked directly to the master release for that job. When you click on the Open button

in Work Orders mode, the Release browse displays. Select the release for which you want to work with

work orders, and double click on it in the Search Results box at the bottom.


JOBSCOPE Page 159

The work orders will display. Notice work order 0011 is a shipping work order. Work order 0001 is for

the top level item. You can use the outline boxes to explode the display. Just below the part number

for the top level item, 116116B, is the bill of materials for it.

After the bill of materials for 116116B is the routing and routing operations for it.


JOBSCOPE Page 160

Work Orders Mode Collections

There are four different collections in Work Orders mode, depending upon what you have highlighted in

the display. The items to highlight that produce the different collections, are a Work Order header,

Work Order Bill of Materials item, Routing header, or Routing Operation.

Work Order Header Collection

If you highlight a work order header, you will see one collection item, Work Orders.

This is the top of the screen that you will see. Notice that there are four tabs, Order Info, Scheduling

Info, Comments, and Same As Except. Also notice the Work Order box on the left. These are all the

work orders on the release. You can highlight a different one, and that one will be displayed.

The Release, Release Line Number, and Highest Work Order fields are filled by the system and you

cannot change them.


JOBSCOPE Page 161

The Work Order screen displays a Toolbar at the top of the screen with different available functions:

New: ( ) Use this function if you want to create a new Work Order record on this release. If

you click on it, the system will assign the next work order number, but you can change it

Delete: ( ) Use this function if you want to retrieve (open) another work order record

Documents: ( ) Use this to add documents to the work order. The line in the grid will have

text telling you to click on the line to add a document.

The other two are for user defined fields and user text.


JOBSCOPE Page 162

Work Orders Screen Order Info Tab

This is the complete screen for the Order Info tab.

If you are entering a new work order, the following fields are required.

Work Order Number – The system will assign the next number, but you can change it

Part Number – You can enter or browse for an existing part number, or enter one that does not

exist in the system. If you enter an existing part, the system will get the latest Revision and

Description, but you can change them

Location – This is a valid Location Code from table 0010. This is where the work will be

performed

Quantity – This is the number of parts that will be made on the work order

Part Routing Id – Though technically not a required field, you should select a routing. The

dropdown will list the routings linked to this part number in the Parts and Change Control

module


JOBSCOPE Page 163

Standard Routing Id – This is not a required field either, but if routings are not assigned for the

part, you may browse to select any system routing to use for this work order

The other fields are also important.

Weight – The system will calculate this value from system data, but you may change it

Finish Code – This is usually a paint color, and must be an entry in table 1001

Dimension – This is for an earlier version of the existing Variable Dimensions function which is

no longer supported. Leave it at zero

Drawing Number – If a drawing is set up for the part, the system will write it to this field. If not,

you may select one

Revision – This is the revision for the drawing you selected

Cost Account – This is only valid for C/SCSC jobs

Complete flag/date – You can manually designate the work order is complete with this flag

Final Assembly Order – You can use this field to designate the work order as something special,

such as the last work order to be completed. It does not affect system processing. It is most

commonly used in repair work

Print Indicator – The work order print function will print the work order and check this field on,

so that it won’t be printed again. If you want to print it again, check this off


JOBSCOPE Page 164

Work Orders Screen Scheduling Info Tab

This is the Scheduling Info tab on the Work Orders screen.

Schedule Date – This is the date from which the scheduling module will start the schedule,

whether forward scheduling or backward scheduling. This date is meaningful only if this work

order is the “end work order”, which means that the work order is the last work order in a string

of dependent work orders. The scheduling system looks at a block of work orders, determines

the last work order in the string of dependent work orders (the end work order), and gets this

date for a scheduling starting point for the whole block of dependent work orders. For the end

work order, the date in this field takes precedence over all other dates for scheduling purposes.

The system ignores this date for all work orders except the end work order

Schedule Priority – If this is the end work order, then this is the scheduling priority for the block

of work orders

Forward Schedule/Backward Schedule – You may check only one of these. This tells the system

whether to forward or backward schedule


JOBSCOPE Page 165

Used On/Used On List – When work orders are created for a multi-level bill of materials, the

system recognizes that the work orders at the lowest part of the structure must be performed

first, then the next level up, and so on to the top, which is the end work order. When the work

orders for such a structure are created, the system builds links defining these relationships, and

such a link is called a “Used On”. The lower level work order is “Used On” the higher level work

order. Usually, each work order is used on a single higher level work order, but it is possible that

a work order can be used on more than one higher level work order. Until you are thoroughly

familiar with how these used on relationships affect the scheduling system, you should not change

the used on relationship that the system built at work order creation time

Work Orders Screen Comments Tab

This is the comments tab. You can add extensive text here.


JOBSCOPE Page 166

Work Order Screen Same As Except Tab

If the routing for the work order is a Same As Except routing, you will see a display that looks like this

one. If the routing is not a same-as-except, the tab will not be lit. Read the section “Same As Except

Routings” in this document for more information.


JOBSCOPE Page 167

Work Order Bill of Materials Collection

If you highlight a bill of materials item, you get the following collection. You should ignore the

WOPBillOfMaterial_Inserted item in the collection. The other collection item, WOP Bill Of Material,

shows the data for the BOM item.

If you double click on WOP Bill of Material in the collection, the Production Work Order Bill of Materials

screen displays. The entire screen is on the next page.

The BOM screen displays a Toolbar at the top of the screen with different available functions:

The first six are ones you have seen before, New, Open, Delete, Documents, User Defined Fields, and

User Text. The other two may need some explanation.

The “Next” arrows ( ) allow you to step forward or backward among the bill of material items

for the work order.

Add Outside Process allows you to add an outside process to the bill of material component. Outside

processes for a part are normally defined in the Parts and Change Control module, and a BOM record for

the outside process is created when the work order is created. However, you may want to manually add

an outside process to a BOM item on an existing work order. The Add Outside Process button at the

bottom of the screen above allows you to add a part outside process requirement to the bill of material

item. If you click on it, the Add Outside Process BOM screen will display. Here, you must select an

Outside Process Code from the dropdown. If you want to add an estimated cost to the outside process,

then you should enter that cost per piece in the Standard Cost field.


JOBSCOPE Page 168

If you decide to delete or change the outside process, then you need to use the main display. An entry

on the screen above will create a new BOM item to represent the outside process. You can work with

this new BOM item from the main display in the same way that you would work with any BOM item.


JOBSCOPE Page 169

This is the Production Work Order Bill of Materials screen. The Release Number, Order Number (work

order number) Assembly Number, Assembly Revision, and BOM Sequence fields are written by the

system, and you cannot change them. The Assembly Number is the part number of the end work order

in a block of dependent work orders. All the BOM items on the work order have the same Assembly

Number.


JOBSCOPE Page 170

The fields on the screen are as follows:

Complete – This indicates that the complete quantity for this item has been issued to the

release/work order. The system will check this (and partial and unfilled) as appropriate, but you

can override it

Partial – This indicates that a partial quantity has been issued

Unfilled – This indicates that no material has been issued for this item

Component Part Number – This is the part number for this BOM item. The work order creation

process will assign this, but you can change it

Component Revision – The system assigns the latest revision, but you can change it

Description – The system will write the description for the part number, but you can change it

Quantity Per – This is the quantity per each unit to be produced on the work order. This comes

from the engineering bill of materials.

Quantity Required – This is the total quantity required. As an example, if the Quantity Per value

is 2.000 (from the bill of materials), and the work order calls for making 4 of the final assembly,

then the Quantity Required would be 8.000

Quantity Issued – The system displays the quantity issued so far to fulfill this BOM quantity

required

Unit of Issue – This is the unit of measure in which the system issues this part to the work order

Location Code – This is the location code (from table 0010) from which the material is expected

to be issued. Each separate storeroom will have it’s own Location Code

Category – This is cost category from table 3001. The system will write the category from the

Part Master

Make Part/Buy Part/Stock Part – This is the PSM code, and tells the system how to procure the

part

Phantom – If this is checked on, then this is a phantom item. Phantom means that the bill of

materials and routings below this part are not to have work orders created, but rather the

routing operations and bill of materials items below this item are all to be gathered together on

the work order for this part

Same Quantity - This is used for BOM Components such as manuals. As an example, a customer

may buy five of an assembly, and the assembly has a BOM Component for the manual, but we

only want to ship one manual. When creating the work order for the assembly, the system will

normally multiply the assembly quantity (in this case five) by the Quantity Per value for the BOM

Component, in this case one. However, if the Same Quantity box is checked, the create work

order process will not multiply 5 x 1, but rather call for a quantity equal to Quantity Per (in this

case one)

Length – This field was used for an earlier version in order to achieve a variable length

capability. It has been replaced by the newer Variable Dimensions functionality, which is

described in the “Variable Dimensions” section of the Parts and Change Control manual

Scrap Factor – This is for a scrap factor. It does not affect system processing unless you are

using the Variable Dimensions functionality


JOBSCOPE Page 171

Shrinkage Factor – Same as for Scrap Factor

Cage Code – Cage Code is a vendor number assigned by the Department of Defense. You may

use the field however you like

Model Usage – This is for the Repair Manager module

Reference – You may use this field for whatever purpose you like. It is 6 alphanumeric

characters

Unit Cost – This is the planned cost of the item. It comes from the Part Master, but you can

change it

Unit Weight – This is the weight of the item. It comes from the Part Master, but you can change

it

Operation – The scheduling system normally assumes that work order BOM items are needed at

the time that the first operation on the work order is scheduled to start. However, a later

operation can be entered in this field and the scheduling system will set the date needed to the

start date for that later operation. This can be set up in the engineering bill of materials. See

the “Bill of Material Operations” section in the Parts and Change Control Users Guide

Date Required – This date is set by the scheduling system, but you can change it. This is the date

that the system uses to analyze materials and warn you when materials will be late

Date Added – This is the date the BOM item was created

Origin WO – In the case in which this BOM item is actually being produced on another work

order, this field lists that work order (it can list as many as 4). In Jobscope parlance, the “Origin

WO” is “Used On” this work order

PO Number/PO Item – When purchasing creates a purchase order item to fulfill this BOM

requirement, the system writes that PO number and item to these fields

Ignore During Scheduling – You can make settings in System Configuration to have the

scheduling system consider material availability when it schedules a work order. You may have

a situation in which a work order can be largely completed without a BOM item, then set aside

and completed when the BOM item arrives later. For this situation, check this box on

Material Certification Required – Checking this box will cause a phrase to print on the purchase

order indicating that material certification is required. If this is checked on the part master, it

will be checked here, and you cannot uncheck it. If it is not checked from the part master, you

can check it

Manufacturer Name/Manufacturer Part Number – If this information is set up for the part, then

the system will write it here

Refer To Document – You can enter the name of a document or other piece of information here

Comment – You can enter a comment here


JOBSCOPE Page 172

If you click on New to manually add a new record, the screen will look like this.

You can change the BOM Sequence number to something like 005A, with the A in the following field,

and the item will be inserted there. The system will write the next higher system number, but you can

override it. You may select a Part Number, or enter one that is not in the system. If you select a valid

one, the system will write the Revision, Description, Unit of Issue, Scrap Factor, and Shrinkage Factor. If

you enter a part number that is not in the system, you will have to enter these fields also. The rest of

the fields are as described above.


JOBSCOPE Page 173

If you add a bill of material component that is a “Make” (PSM = M), you will get this message when you

save the new bill of material component. Since the new BOM component is a Make, you may need work

orders to make it.

If you click on Yes, the WOPBillofMaterial screen will close and the system will step you through the

regular work order creation dialogue.

The Show Inventory Quantities button ( ) allows you to see the quantities

on hand in inventory. Clicking on the button will display a grid with the quantities on hand in each

location where the item is stored. The outline button in the grid allows you to see the quantity by bin

location.


JOBSCOPE Page 174

Routing Header Collection

If you highlight a Routing Header on the main display, the Routing Header collection will display.

WOP Routing Header Screen

If you double click on Routing Header in the collection, the WOP Routing Header screen will display. The

Job Number (or release), Order Number (work order number) and the Routing ID and Revision will

display. The Routing description will be written to the Description field, but you can change it. The

Routing Header has Operations associated with it, which will be discussed in the next section. The fields

on the screen which you can change do not affect system processing, so you may use them however you

like.


JOBSCOPE Page 175

WOP Routing Documents Screen

If you double click on WOP Routing Documents in the collection, you will get the WOP Routing

Documents screen. If documents were set up for the routing header in the engineering system,

those records would have been copied at the time of work order creation. You can add more

documents here if you like. When you have the file open where the documents are stored, you

can drag the document and drop it in the grid area on the bottom left of the screen.

Document ID – Enter the name of the document

Document Revision – Enter the revision of the document

Description – Enter a description of the document

URL Document – Using the browse button ( ), browse to the document and save it. You can

use the view button ( ) to view it

From Routing Revision/Thru Routing Revision – This is the range of routing revisions for which

the document applies


JOBSCOPE Page 176

Routing Operation Collection

If you highlight an operation on a routing, you get the Routing Operation collection. The most important

of these is the operation itself, WOP Operations. In fact, this may be the only one that is populated.

The WOP Routing Operations screen displays a Toolbar at the top of the screen with different available

functions:

The first five (New, Open, Delete, User Defined Fields, and User Text) are familiar.

The “Next” arrows ( ) allow you to move to the previous or next operation.

The Move Operation icon ( ) allows you to move the operation. When you click on it, this screen will

display. The OpSequence number defines the sequence in which the scheduling system expects the

operations to be performed. This sequence number is in the form 0010, 0020, etc. To move an

operation to another place in the sequence, you might assign 0025, for example, to put it between the

existing 0020 and 0030.


JOBSCOPE Page 177

If you click on the Long Description icon, the Long Description screen will open. This screen allows for

very long descriptions and images. This screen is described in the Parts and Change Control User Guide.


JOBSCOPE Page 178

The Standards icon will open the Operation Standards screen. The fields on this screen that affect

processing are also on the front screen.


JOBSCOPE Page 179

WOP Operations Screen

This is the WOP Operations screen. The information at the top of the screen says that this is work order

0006 on Release 105120, and the work order is to make a quantity of 1 of part number 0908-26403A.

The next field has the part description.

The other fields are as follows:

Op Sequence – This value, in the form 0010, 0020, 0025, 0030, etc. defines the sequence in

which the system expects the operation to be preformed. This is copied from the routing in the

engineering system at work order creation time.

Operation Id – This is an Id value for the operation. Most people make this the same as the

sequence number


JOBSCOPE Page 180

Label – Here you can enter your own value defining the type of operation, such as Grinding, or

Turning, or Assembly. It can be anything you like. It is 16 alphanumeric characters

Description – This is a description of what is to be done in performing the operation. It is 255

alphanumeric characters

Use Machine Id – If you have machines set up, you can select one here. This does not affect

system processing

At Work Center – You must select a valid work center. This is important for scheduling and

costing

Process Id – This is a code that you can use to group similar operations together for reporting

purposes. If it is defined for the operation in Parts and Change Control, it will be copied in at

work order creation time. You can select an entry from the Routing Operation Process Code

table. The table is described in the section “Table Entries For Routings Mode” in the Parts and

Change Control User Guide

At Department – This is the department code for the work center

Conversion - A converting operation is one that converts the work from one quantity to another.

An example might be a cut-to-length operation. Assume we are cutting 20 foot lengths of bar

into 1 foot lengths. At the operation where we do the actual cutting, we have a conversion

factor of 20. When the employee reports labor on that operation, he or she is asked for the

quantity. On operations prior to the actual cutting, the system was expecting a quantity of 1 for

calculating earned hours. However, on the cutting operation, where the conversion is 20, the

system will be expecting a quantity of 20 to be entered for full earned hours calculation

Set Up Time – This is the time in man-hours required to set up the operation. For more

information, see the “Set Up Time” section in the Parts and Change Control User Guide

Reference – You can use this as a way to classify operations. It does not affect system

processing, and is 6 alphanumeric characters

Run Time – This is the time in man-hours required for each piece. For more information, see the

“Run Time” section in the Parts and Change Control User Guide

Crew Size – This is the number of workers required to perform the operation. For more

information, see the “Crew Size” section in the Parts and Change Control User Guide

Qty On Hand – The Shop Floor module has a “Move” function which allows you to enter the

movements of parts from one operation to another. If you use it, and most people don’t, then

this field will tell how many parts are physically at the work center for the operation at this time

Queue Time - The scheduling system will calculate Queue Time for a work order operation.

After it schedules the previous operation, it will allow the Queue Time to elapse prior to looking

for a place in time to schedule the operation. This Queue Time calculation is based upon the

sum of the Standard Pre-Op Queue Time entered here, and the Queue time for the work center

in which the operation is to be performed

Qty Complete – When an employee reports his or her time, the employee also reports the

quantity completed for the operation. This field displays the quantity reported complete

Qty Required – This is the total quantity to be processed in this operation


JOBSCOPE Page 181

Priority – This is the operation priority for the scheduling system. It is probably wise to assign

priorities at a higher level, like the work order or release and leave this as is

Time Left – This is a system calculation of the time remaining. It is calculated as the total

standard time for the operation less the standard time for the quantity completed

Scheduling Data – The dates and times across the bottom are assigned by the scheduling

module

The boxes down the right side define additional information about the operation.

Active – Check this on to indicate that this operation is still valid, and to be used, on this routing

Outside Process - This box does not do anything. It may someday fit into the outside processing

scheme, but not now

Inspection Operation - Checking this box indicates that the operation itself is an inspection

Inspect Setup - The Quality Assurance module allows you to define inspections to be performed

for an operation. Inspect Setup indicates that the inspection is to be performed on the setup

before the work begins


JOBSCOPE Page 182

Inspect Run End - This indicates the assigned inspection is to be performed after the work is

completed

Supplemental Operation – You can check this box to indicate that the operation was added after

the work order was created, or for whatever you like

Backflush Labor – Backflush labor means to charge the standard labor without entering an

actual labor transaction. There are two system functions that backflush labor. One of these

backflushes at work order creation. For this to occur, the routing header for the operation must

have it’s backflush flag set. If the routing header is set to backflush, then all the operations on

that routing will have this flag checked on when the work order is created. You can set up the

system (in System Configuration) to backflush (charge the labor) at work order creation time,

which means that the system will charge the standard labor at work order creation time, using

an employee record designated in System Configuration. There is also a “Backflush by Release”

function which will backflush the operations with this flag checked, or backflush all selected

operations.

Firmed – This function will lock an operation in the schedule, but it causes confusion with the

other operations on the work order. The new Scheduling module has a “Frozen” function which

works better. See the Scheduling User Guide for more information

Complete – When all the parts are reported on the last operation, the system will set this flag.

You can manually set it as well

Multi-Resource Scheduling

This is a special use function that is briefly described in the Parts and Change Control User Guide.

Contact your project manager if you think you may want to use it.


JOBSCOPE Page 183

WOP Operation Documents

This is the WOP Routing Documents screen.

There are two icons which are very helpful.

Find Document ( ) will allow you to browse to the document you want to attach.

Preview in Browser ( ) will allow you to look at it.

The system does not require any of the following fields to be populated, but without a Document Id,

Description, and URL_Document path, this function will not be very useful.

Document Id – Enter a value that will allow the document to be recognized

Description – Enter a description of the document

URL_Document – Browse to the document using the Find Document icon, and the system

will write the path.


JOBSCOPE Page 184

From Routing Revision/Thru Routing Revision – This defines a range of revisions. The create

work order process uses this to determine whether to include the document on the work

order

WOP Operation Equipment

This is the WOP Operation Equipment screen.

If you click on the dropdown beside the Equipment Code box, the Equipment on file will list and you may

select from the list. The From and Thru Op Revisions define the range of operation revisions for which

the equipment is valid.


JOBSCOPE Page 185

WOP Operation Fixtures

This screen works exactly like the equipment screen above.

WOP Operation Skills

This is the Skills screen. Skills are defined in resources and attaching one here indicates that this skill is

needed to perform this operation. This screen works like the equipment screen above.


JOBSCOPE Page 186

WOP Operation Special Charges

This screen allows you to define special charges for reporting purposes. It does not affect system

processing.

WOP Operation Tools

This screen works like equipment.


JOBSCOPE Page 187

Work Orders Main Tree View Buttons

A number of buttons appear at the top of the Work Orders Main Tree View, as shown below.

These are the first eight.

Open

Clicking on this button displays the Release Browse. This is described in the “Open Work Orders”

section of this User Guide

Delete

This allows you to highlight a work order and delete it.


JOBSCOPE Page 188

Add BOM

This button is one of the ways to add a Part to a work order BOM. When you click on it, the Part Browse

displays. Enter the browse criteria for the part you want and click on the Search button. The parts that

meet the criteria will display in the grid. Click on the part you want and a small arrow will display to the

left of it. Place your cursor on the small arrow and drag it to the work order to which you wish to add

the part. A yellow arrow will follow the cursor up and down the screen to allow you to indicate the work

order to which you wish to add the part.


JOBSCOPE Page 189

Then you will see this screen. Enter the Quantity of the new BOM item, the BOM Sequence number to

be assigned, and select the Date Required.

The Quantity is how many of the new part for each assembly.

The BOM Sequence determines where in the BOM the part will go. If you want it to go between the

existing 001 and 002, for example, you could enter 0011 as shown below.

The system will sort the BOM parts by sequence number for the display. Other than how you want the

display to look, the BOM Sequence value doesn’t have any significance.


JOBSCOPE Page 190

Add Routing

This process will replace the routing on a work order. This can only be done to a work order in planning.

If the work order for which you want to change the routing is in production, use the Change WO Status

button to return it to planning.

The section on Change WO Status will describe it.

After returning the work order to planning, highlight it and click on the Add Routing button. This screen

will display. Click on Yes.


JOBSCOPE Page 191

The Routing Header browse screen displays. Select the routing from the dropdown or use Revision

and/or Description to browse for it, and double click on it in the Search Results box.

The new routing will be assigned. Use the Move to Production button to return it to production.


JOBSCOPE Page 192

Add Standard Operation

Before considering this function, you should read the “Standard Operations” section of the Parts and

Change Control Users Guide. If you click on the button, the Standard Ops screen will display. The

standard operations in the list may be filtered by selecting a department code. This is a “drag and drop”

process. Find the operation you want and hold the cursor down on it to drag it. As you drag it, the

yellow arrow on the left side will show you where it will drop the operation.


JOBSCOPE Page 193

After you drop the operation, this screen will prompt for an Op Sequence number, which will define

exactly where the new operation will go.


JOBSCOPE Page 194

Add Non-Standard Operation

A Non-Standard Operation is one which you create for the work order “on the fly”.

Highlight the routing to which you wish to add the operation and click on the button. The WOP Routing

Operation screen displays. This is described in the “WOP Operations” Section of this User Guide.


JOBSCOPE Page 195

Buy Part

The Buy Part button may be used to change any part from it’s current Purchase/Stock/Manufactured

(PSN) status to Purchase. If the part has a work order, the work order and it’s operations and bill of

material items will be marked complete and the BOM Component representing the part will be changed

to a P for purchase so that the purchasing system will pick it up for purchasing. The message below will

display, and the work order will show a check mark to indicate that it is closed.


JOBSCOPE Page 196

Add WO

This button is the main function for creating work orders when you want to create work orders for a

single job or release line item. If you want to create work orders for more than one line item or even

job/release in a single process, use the Mass Create WO button described in a later section of this guide.

The terms Open and Create are used interchangeably. Highlight the Job Line Item for which you wish to

create work orders and click on the button. This screen appears. The options for work order creation

may be selected here. In the Open Where section, you should create the work orders in Production.

In the Open What section, you will almost always want to create work order for all levels in the

assembly. If it is a single level bill of materials, selecting all levels as shown here will also give the proper

result.

If you have inactive parts or routings in the structure for which work orders are to be created, you will

see this message. It is a warning, not an error, and you may proceed.


JOBSCOPE Page 197

Then you may get a warning about inactive parts. The Proceed and Cancel buttons allow you to

continue or cancel the process. Normally, you will click on Proceed.

Finally this. This screen shows you what it is planning to create, in this case three work orders, one for

each node in the structure. You can inhibit work order creation for any one of them by highlighting that

node in the structure. It would be very unusual to not create all the work orders.

Click on Open Work Orders to proceed.

Back on the main tree display, the line item for which you have created work orders is now highlighted

in green. If you had created in planning, it would be blue.


JOBSCOPE Page 198

You can look at the work orders in Work Orders mode on the main display.


JOBSCOPE Page 199

This shows the last six buttons on the toolbar.


When you create (open) a work order, that work order becomes a “snapshot”, or exact copy, of the bill

of materials for the assembly at that time. If the work order is open for a long period of time, the

engineering bill of material may be changed, but the work order (called the Production bill of materials)

will be the same as when it was created. This function allows you to update the work order bill of

materials to match the engineering bill of materials. When you click on the button, the Update Work

Order BOM screen displays. Select the Job Line Item, and the Work Order to update, click on the Load

Grid button, and the work order bill of material will display on the left, and the engineering bill of

material on the right. The red line indicates that the BOM item is inactive now and at the time the work

order was created, so it is not on the work order (production) bill of material on the left.


JOBSCOPE Page 200

The right side of the screen is enlarged below. To add an item on the engineering bill to the work order

bill, check the box by the BOM item in the Add To WO column and click on OK. You can add more than

one.


JOBSCOPE Page 201

The left side of the screen is enlarged below. If a work order BOM item was added through this process,

it will have it’s box checked in the Added Manually column.


JOBSCOPE Page 202

You should note that changing the quantity for a make item will not update the work order on which it is

made, nor will deleting a make item delete it’s work order.

On the production grid, you can double click on a row and the BOM screen for that item will display,

where you can make changes. Note that the Action column for the first item has the word “Change”,

because the quantity for that item was changed on the BOM screen.

You can right click on a row in the and this little box will display. Click on it, and the BOM item will be

marked as complete. You might want to do this when you have a part left over from an earlier job, and

so don’t need to issue or buy a new one.

If the production BOM quantity does not march the engineering BOM quantity, the little box will also

have Change Quantity as an option. Clicking on it will update the production BOM to the same quantity

as engineering.

If the item has been removed in engineering, a Remove option will also display, which allows you to

remove it from the production BOM.


JOBSCOPE Page 203

Mass Create WO

Mass Create Work Orders allows you to create work orders for more than one job or release line item in

a single process. These multiple line items may be on more than one job or release as well. When this

function creates work orders, it will mark the line item so that it will not recreate work orders a second

time. When you click on it, you get this screen. You can enter a job or release and click on the Add

button, and that job or release will be added to the lMass Create List on the left. You can highlight a job

or release in the list and click on Remove, and it will be removed from the list.

The two buttons at the bottom allow you to select whether you want to create the work orders in

Planning or Production. Unless you have a scheme for initially creating work orders in planning and then

moving to production, select Create Production Work Orders. When the list is like you want it, click on

Start.

If one of the line items in the selected jobs or releases has inactive parts or routings, you will get a

warning like this.


JOBSCOPE Page 204

When processing is complete, you will get this message.

If you have a job or release in the list for which work orders have already been created, you will get a

message like this.

Looking at the text file shows this.


JOBSCOPE Page 205

Move To Prod

If you want to initially create work orders in planning and then move them to production later, you will

need to use this button to move them. First, you need to open the job or release for which you need to

move work orders from planning to production. With the job or release displayed, click on the Move To

Prod button. The screen below displays. The first button moves planning work orders with or without

routings to production. The second option only moves the planning work orders with routings. The

third moves work orders that are highlighted on the main display.

If you have “Automatically Schedule New Work Orders” checked on in System Configuration, you will get

this message. If you want the resulting work orders scheduled as they are created, click on Yes. If you

don’t, click on No.


JOBSCOPE Page 206

Change Work Order Status

If you have moved work orders to production, and now want to move then back to planning, use this

function. You can select more than one by holding down the Ctrl button while you click on other work

orders. The production files will be deleted. These work orders may be moved back to production at a

later time.


JOBSCOPE Page 207

MRE

Material Requirement Explorer will display the projected material transactions for all part numbers on

the selected job across all jobs. When you click on it, the job browse screen will display with the job in

the main display view written to the job number field. You can blank it out and browse for any job.

When you have selected the job you wish to view, the system will run for awhile and display the MRP

Exception Report. The upper left part is displayed in detail below. There are three sections, Lot Items

Not Available, which pertains to lot controlled items, Stock BOM Items Not Available, which are regular

stock items (S), and Unfilled PO Requirements, which are purchased items (P). You can click on the

section title to get to the start of that section, or on a specific part number to see that part.


JOBSCOPE Page 208

The picture below shows the Unfilled PO Requirement section. As the system processes each part

number on the selected job, it gets all the projected transactions for that part number across all jobs,

sorts them by the projected date, and displays them as shown below. The selected job was 105125, and

you will see that it is in every projection.


JOBSCOPE Page 209

Production View

Clicking on this selection will display the Production View screen. The first section is Contracts. This

section lists all the open jobs. If a job is not part of a contract, then the same job number will be in both

the Contract Job field and the Job Number field on the Job Master. If a job is part of a contract job, then

the job number will be in the Job Number field on the Job Master, and the contract job will be in the

Contract Job field. This display lists all job numbers in the Contract Job field. If you don’t do contract

jobs, then simply look for your job number in the Contract Job column below. You can double click on

any line in this display, and the Job Master screen will open with that job displayed.

This option is also on the toolbar in Jobs mode. There is another “Production View” section earlier in

this document (in the “Jobs Main Tree View Buttons” part of the document). The Production View

option in both modes also allows you to edit data. Those edits, and other information, are described in

the earlier “Production View” section.


JOBSCOPE Page 210

If you highlight a contract job line in the Contracts section and open the Jobs section (click on it to open

it), all the jobs on that contract will display. In this case there is only one.

Again, you can click on a job line and the Job Master will display with that job.


JOBSCOPE Page 211

In the screen below, we have closed the Contracts section and opened the Releases section, where the

releases for the highlighted job are shown. We can double click on a release and the Production Release

screen will open with that release displayed.


JOBSCOPE Page 212

We can open the Work Orders section and see the work orders for the highlighted release. As with the

others, we can double click on a work order line and the Work Orders screen will display with that work

order.

The Operations and Bill of Materials sections work the same way.


JOBSCOPE Page 213

Right Click Options in Work Orders Mode

If you right click on a work order line, you will get a menu with some useful options.

Locate Part

You can use this to find where a part is in the work order BOMs that you have open.

Enter or browse for the part and click on the Find button ( ). If the system finds the part in the

displayed job/release, it will highlight it in the display. If it does not find it, it will display this message.

The Find Next button ( ) will look from the highlighted point in the display to find a

subsequent occurrence of the part.


JOBSCOPE Page 214

Complete Work Order

You can right click on a work order and this message will display. Click on Yes and the work order will be

marked as Complete.

Export Production BOM

You can use this option to export a production (work order) bill of material to an Excel spreadsheet.

When you click on it, the Export Production BOM screen displays with the BOM items in the grid.


JOBSCOPE Page 215

Use the Export to File field at the bottom of the screen and it’s browse button to browse to the location

where you want to put the download, enter the name you want assigned to the new file, and click on

the Export button ( ) on the lower right.

The system will create the new file and download the bill of materials to it. This is what the file looks

like.

Link Serial Numbers

This function will display if the work order item is a serialized item. It’s purpose is to assign serial

numbers to the items being made on the work order. The “SNT (Serial Number Tracking)” section in the

Inventory User Guide describes this in detail.


JOBSCOPE Page 216

Work Order Dependencies

Work Order Dependencies mode allows you to see the “Used On” relationships of the work orders on a

job or production release. You cannot change these relationships in this mode, you can only view them.

To change them, you must open the work order header in Work Orders mode and make the change

there on the Scheduling Info tab.

The Scheduling module uses these dependencies in determining the sequence in which work orders are

scheduled.

This is what a typical display might look like.

Special Work

Special Work is work that needs to be scheduled by the scheduling module, but for which work orders

do not exist, either because work orders are not needed, or because the engineering is not yet

complete. The Special Work functionality is described in the Scheduling User Guide.


JOBSCOPE Page 217

Customer Returns

Customer Returns mode allows you to manage the customer return process. The process begins by

entering the production release and production release line item that is to be returned. The system

writes a Return Authorization record, and when the item arrives, you can enter a receiving record for it.

Setting Up for Customer Returns

System Configuration

In System Utilities, System Configuration, and Job Control, select Job Management and Control from the

dropdown. If you want the system to assign return authorization numbers sequentially, check that box

and enter the next number you want assigned.


JOBSCOPE Page 218

Table 5012 – Customer Return Reason Codes

Enter the codes you want to use, or put a blank entry in the table if you don’t want to use the codes.


JOBSCOPE Page 219

Table 5011 – Disposition Codes

You can set up disposition codes to define what is to be done with the returned item.


JOBSCOPE Page 220

Entering the Authorization

Click on New on the toolbar and the Customer Return Authorization screen displays. Enter the number

you want assigned, or enter NEW to let the system assign the next sequential number. Then enter the

Release, the Release Item, and the Auth Qty to Return. Select a Location Code, and select a Reason Code

and Disposition Code if you didn’t put a blank entry in their tables (5011 and 5012).

Now you have the authorization entered.

You can also link the authorization to Equipment Events. Equipment Events are entered in the Customer

module.


JOBSCOPE Page 221

Receiving the Item

After the Authorization is entered, the display will look like this.

When the item is received, the receiving person will need to find the authorization. Click on Open on

the toolbar. You can browse on Customer Number, Customer Name, Production Release, an/or Part

Number.


JOBSCOPE Page 222

Double click on the Authorization line in the grid and the Authorization will display on the main screen.

Then double click on Return Receivings in the collection.

The Receiving Customer Returns screen displays. Enter the Quantity Received. You can also enter

whatever you wish in the Document field or the Comment field.

When you click on Ok or Apply, the receiving is entered in the database.


JOBSCOPE Page 223

Selected Topics

These topics are intended to give you information you need to make decisions as you are setting up the

system. Many of these topics, and a number of topics not mentioned here, are covered in more detail in

the Job Accounting User Guide.

Budgeting By Job

Almost all Jobscope users budget by job. The alternative is to budget down at the Production Release

level, and even to add a third user defined budget column.

This is the budget screen for a new job. The grid below lists the cost categories for the job, and the two

columns that make up the budgets, Sales and Current, are shown at the top. The Actual column lists the

actual costs incurred for the job to date.


JOBSCOPE Page 224

Here is the top section enlarged. Each of the types of cost, such as Labor Hours represents the total of

the hours on all the Labor Hours (LH) categories. They are shown in the grid below.

The Labor Hours (LH) category is in the red box below. The Actual column is all zeroes now because the

job was just opened. As labor transactions occur, they will be posted to the appropriate categories and

the totals rolled up to the display at the top.


JOBSCOPE Page 225

How the Job Costing System Works

Job cost is a term that represents the costs accumulated for a job. It consists of the cost of labor

collected for the job through various labor collection programs, and the cost of materials issued to the

job through receiving and issue programs. All transactions are associated with a cost category. Anytime

a transaction takes place in Jobscope that involves money, the details of that transaction, including the

cost category, is written to a Subledger.

The Subledgers

There are four subledgers, Materials, Labor, Accounts Receivable (including billing) and Accounts

Payable. Material, Labor, and Accounts Receivable are directly linked to jobs. Accounts Payable is not.

Job costing of purchased items gets to the job via the Material subledger. More detail on that later.

Accounts Payable records the liabilities and plans and executes the payments.

When the subledger records are written, the debit and credit accounts that ultimately will be needed to

update the general ledger are determined by the system and written to the subledger. Burden

(overhead) amounts for labor and materials are calculated by the system and written to the subledger

record. Everything that the system will ever need to know about the transaction is written to the

subledger record, and these records are never deleted.

From the user’s point of view, a material transaction may be as simple as defining that he or she issued

10 of part number 58963 to fulfill a selected BOM item requirement on a work order. The data that the

system writes to the subledger will be much more complex than that, but the user will never see it nor

have to deal with it.

Posting to the General Ledger

In Jobscope, the regular users have no involvement in posting transactions to the general ledger. All

general ledger posting is done in the Financial Accounting module. The details about how that works

are in that manual, but what we need to note here is that the general ledger posting is done directly

from the subledger records. You can see then, that the subledgers are at the heart of the costing and

general accounting systems.

Job Budgets and Actuals

Each job has a record in a table called Job Estimate (IPJBEST) for each cost category on the job. These

records have fields for the Sales Estimate, Current Estimate, and Actual amounts. There are three fields

for the actual amounts; job to date, year to date, and current period to date. When a transaction takes

place in Jobscope, a subledger record is written, and the Job Estimate record is updated with the

amount of the transaction. The job costing reports are based upon the data in the subledgers and the

Job Estimate records. Since these are updated instantly as transactions occur, they are always up to

date. The accounts in the general ledger are updated from the subledgers when accounting decides to

run the update programs, so the general ledger is up to date when accounting runs the update

programs.


JOBSCOPE Page 226

How Job Billings Are Handled

All billings (invoices) must be associated with a job. If you want to bring the billing and receivables

programs online before jobs, there is a function for billing against an “all zeroes” job (00000000). You

can set up the Billing Codes table (7006) so that billings will be posted to the Sales accounts, or you can

set up that table so that billings go to a deferred income account, and are then moved to sales at job

closing or on a percentage completion basis. You can read about that in the section “Percent

Completion Accounting”. Payments are made against these invoices, or advance payments or payments

on account may be entered.

Percent Completion Accounting

If your jobs are of short duration, or the billings on your jobs are fairly well in line chronologically with

the costs, then you may want to post your billings directly to Sales, and your costs directly to Cost of

Goods Sold. If the billings and costs are not in line chronologically, then you may want to post your

billings to deferred income and your cost to work in process, and then move these amounts to sales and

cost of goods sold when the job is closed. If your jobs are of long duration, and you want to post partial

sales and cost of goods sold amounts while the job is still open, then you may want to do percent

completion accounting for those jobs. You can do a mix of all three of these costing schemes if you like

by employing multiple WIP codes and Bill codes.

Earned Revenue

In percent completion accounting, billings are posted to deferred income. The deferred income

accounts are not included on the income statement. In the Job Accounting module, you can manually

define the percent complete on a job, or define how the system should calculate percent complete and

let the system calculate it. Then, based upon percent complete for the job, the Job Accounting module

calculates the amount that should be moved from deferred income to sales, and writes subledger

records for updating those accounts. The amount on a job that has been moved from deferred income

to sales is referred to as Earned Revenue.

Cost Applied

The cost side works the same way as the revenue side. Costs are posted to Work In Process accounts,

and then moved from work in process to cost of goods sold based upon the percent complete. The

amount of cost that has been moved from work in process to cost of goods sold is referred to as Cost

Applied.

Percent Completion Accounting and the Income Statement

You can see from the above that Percent Completion Accounting can keep the income statement fairly

up to date in spite of the fact that your jobs may cover many months.


JOBSCOPE Page 227

Budgeting By Release

Most Jobscope users find that comparing budgets to actuals at the job level is more than adequate, even

if they are using the Production Release functionality. However, you can also budget at the production

release level and compare actuals to budget at that level.

In System Utilities, Job Control, Order Entry, the “Allow Budgeting by Release” check box tells the

system that this is allowed. The “Default Budget By” (Job or Release) setting tells the system how to set

the job on job creation.


JOBSCOPE Page 228

The setting to budget by job or release can be changed on a job by job basis. The setting is on the

Additional tab of the Job Master screen. When a job is entered, the “Budget by” setting will default to

the “Default Budget By” setting in system configuration, but it can be changed here for this job.

If the option is turned on, then the system will select categories for the job, and the same categories will

initially be set for each release that is added. If the job is budgeted by release, then neither categories

nor budget amounts can be added at the job level, but only at the release level. The only thing that can

be maintained at the job level is PRICE. If a category is added to a release, the program will add that

category to the job. If a category is deleted from a release, it will not be deleted from the job.


JOBSCOPE Page 229

In Job Management and Control, under Production Releases, highlight the release and double click on

Release Budgets in the collection and the Budget for Release form will display. This form works just like

the one for the job except that the Show Job Totals button will take you to the job budget form. The

Retotal Job Budgets button will retotal the job from the releases in case they get out of step somehow.

They shouldn’t.


JOBSCOPE Page 230

If you click on Show Job Totals, the grid will show the totals for the job. Notice that the Show Job Totals

button now reads “Return to Release”.

If you make changes, you can refresh the screen with the “Refresh Grid and Totals” button.

The master release is treated just like any other release. It can have it’s own budget, and that budget

will total to the job budget along with the other releases on the job.

The job cost overrun functionality only works at the job level.

Default Job Cost Categories

The most common way to define the categories that the system will automatically set up for the job is

described in the section “Standard Cost Categories (Table 2005)”. However, there are some other ways

of defining which categories the system will set up as defaults.


JOBSCOPE Page 231

In System Utilities, Job Control, Order Entry, “Default Budget Categories Basis” controls the default

categories. The settings are blank, PL (for Product Line), WC (WIP Code), and BC (Bill Code). Blank turns

this function off, so that default categories are selected from table 2005 as is normally the case. If set to

one of the other options, then PL means that the default categories will be selected by product line, BC

by bill code, and WC by WIP code. You can set the system up to do any one of these, but not more than

one. You must select the one you wish to use.


JOBSCOPE Page 232

This is the traditional table 2005 form. The button labeled “New Type” will take you to a screen where

you can enter categories by product line, bill code, or WIP code.

If the system configuration for “Default Budget Categories Bases” is blank, then the New Type button

will not display.


JOBSCOPE Page 233

The New Type button takes you here. Normally, if you are planning to use product line to define your

categories, you probably would only have Type values of PL. The table shown might be realistic if you

plan on changing the system configuration setting regularly.

In the Job Management and Control module, when the program is creating a new job or release and

selecting the categories, the program will first look at the startup setting for “Default Budget Categories

Basis”. If the setting is blank, the program will use the normal table 2005 entries. If it is PL, WC, or BC, it

will search the entries above for the type value from the system configuration setup, and the Product

Line, WIP Code, or Bill Code for the job. For every entry above that it selects, it will put that category on

the job.

For example, consider the following entries in the table above. Category Type Value HYDRAULICS PL BD ELECTRICAL WC WIP PNEUMATIC WC WIP MOTORS BC BILL WIRING BC CA HARDWARE BC BILL INSPECT HRS PL BD WELD HRS PL BG MACHINE HRS BC BILL The system configuration setting is BC. The Bill Code on the job being entered is BILL. The program

would select categories MOTORS, HARDWARE, and MACHINE HRS.


JOBSCOPE Page 234

User Defined Budget Column

Standard Jobscope provides for two budgets, Sales and Current. You may use them any way you like,

but the intent is that the Sales budget represents the budget at the time the job was sold, and the

Current budget represents the latest budget estimate. If you need a third budget, you can have it by

checking the “User-Defined Budget Column” on. When you check it, the “Column Heading” box next to

it will allow entry of a column heading for that third budget. The words “As Sold Budget” has been

entered below.


JOBSCOPE Page 235

Now, when you click on Job Budgets in the collection, you will see this third budget column.

It works like the other two. If the job is budgeted by release, then the third column will be available

there as well.


JOBSCOPE Page 236

Backflushing Labor

Normally, labor is charged to a work order operation, a production release, or a job, by entering the

employee number and other data along with the time actually worked.

Backflushing labor means charging the standard labor (setup and run time) to the job without actually

entering the labor.

With one exception to be described later, backflushing labor can only occur if a work order operation is

flagged for backflush. In the Parts and Change Control module, Routings mode, a routing header may be

flagged to Backflush Labor. If Backflush Labor is checked on for a routing, then all the operations on that

routing will be flagged for backflush at work order creation time.


JOBSCOPE Page 237

After work orders are created, a work order operation may be flagged or unflagged for backflushing

labor on the Routing Operations screen in the Work Order mode.


JOBSCOPE Page 238

In System Utilities, System Configuration, Shop Floor Control, Production, you can set up the system for

backflushing.

The “Allow Labor Backflushing by Release” is described in the following pages. If you check “Automatic

Backflush at WO Creation”, all operations on Routings that are flagged for backflushing will be

backflushed automatically when the work orders are created.

When a labor transaction occurs, an employee number (the employee performing the labor) and a shift

code are written to the labor subledger record. The “Employee Number to use” and “Shift Code to use”

fields tell the system what values to use in backflushing transactions.


JOBSCOPE Page 239

In the Labor Collection module, if you select Backflush By Release mode, you will get the window below,

and you can enter a release and/or work order to backflush.

When you enter the release and work order, and click on OK, the operations marked for backflushing

will be backflushed, meaning that their standard labor will be charged to the job.

The “Include Ops NOT flagged for Backflushing” will cause all operations on the selected release/work

order to be backflushed, not just the ones flagged for backflushing.


JOBSCOPE Page 240

Backflushing Materials

In the Inventory module, in Issues mode, you can click on Back Flushing and the Backflushing screen

displays. Here you can enter a Job, Issue Code and Issue Date and click on the Find Items button. The

grid will display all the inventory (PSM=S) parts on the job. You select the ones you want to backflush by

checking the box on the left side of the line. You can click on the “Select All” button and it will select all

of them. You can then unselect some of them if you like. When you have the proper ones selected,

click on the Process button, and they will be issued.


JOBSCOPE Page 241

C/SCSC

Cost/Schedule Control System Criteria consolidates job cost information gathered through the standard

Jobscope system and formats it into the special formats required by the Air Force, Army, Navy, Defense

Logistics Agency, Department of Energy, and NASA when DOD Instruction 7000.2 reporting is required.

This information is provided for all appropriate management levels and for periodic submission to the

government. While the format meets government requirements, it may also be used for special format

requirements not associated with government reporting.

C/SCSC can be used in varying degrees of detail, depending on the functioning of other Jobscope

modules. If all other modules that accumulate job cost information are online, values for budgeted and

actual costs for labor and materials are automatically calculated. You can print reports that follow

C/SCSC guidelines and that allow you to sort information by period, WBS (work breakdown structure),

OBS (organizational breakdown structure), cost account, and department.

C/SCSC jobs are entered in the same manner and through the same screens as other jobs in Job

Management and Control. The most prominent difference between C/SCSC jobs and conventional jobs

is that all charges for a C/SCSC job must be tied to a cost account in addition to the regular work in

process accounts used for non-C/SCSC jobs. Information for cost accounts, work and organizational

structures, and category/period classifications is defined through separate C/SCSC screens.

C/SCSC Terms

Before you begin entering C/SCSC jobs, you should become familiar with the several terms that are

specific to C/SCSC.

Actual Cost of Work Performed (ACWP) – The cost of resources actually expended on the job.

For materials, the ACWP is the quantity of materials issued to the job multiplied by the unit cost.

For labor, the ACWP is the hours worked (either standard or actual) multiplied by the labor rate

(either standard or actual).

Budget at Completion – The budgeted cost of work scheduled to completion of the contract.

The actual cost of work already performed is not considered.

Budgeted Cost of Work Performed (BCWP) – The budgeted amount for completed work. For

materials, the BCWP is the material earned value calculated by the system from the estimated

cost of the item in the material requirement record. For labor, BCWP is the hours earned

multiplied by the labor rate.

Budgeted Cost of Work Scheduled (BCWS) – The estimated cost of work against which

performance is measured. For the entire contract, BCWS is the estimated cost of materials plus

the estimated cost of labor. It can be expressed as the negotiated cost of the contract plus the

estimated cost of the authorized unpriced work.

Contract Budget Base – The total allocated budget for the contract, or the sum of all budgets

allocated to the contract. It consists of the performance measurement baseline and all


JOBSCOPE Page 242

management reserve, and may be expressed as the negotiated contract cost plus the cost of

authorized unpriced work.

Estimate at Completion – The estimated cost to complete the contract, taking into account the

cost of work already performed. It can be mathematically expressed as BCWS – BCWP + ACWP.

Management Reserve – An amount of the total allocated budget that is not designated for a

specific task but is withheld for management control purposes. It can be established to

compensate for unexpected costs. For example, if budgeted materials are unusable and must

be scrapped, budgeted management reserve can be used to increase the material budget to

allow for replacement. Management reserve is not part of the performance measurement

baseline.

Organizational Breakdown Structure (OBS) – A breakdown of a company or division by

organizational elements.

Performance Measurement Baseline – The budget for defined work plus undistributed budgets.

It is the time-phased budget plan against which performance is measured; it is a schedule in

dollars for performing the contract. The baseline may allow a “cushion” to anticipate typical

problems such as late vendor deliveries and rework. Performance measurement baseline can

also be expressed as the total allocated budget less management reserve.

Undistributed Budget – The budget applicable to the contract but which has not yet been

identified in the work breakdown structure. Undistributed budget is assigned a distinctive

category into which it is lumped. It is assigned periods beyond the horizon. As detail becomes

available to define work, the undistributed budget amount is reduced, and budget amounts are

entered in actual cost account records.

Work Breakdown Structure (WBS) – A breakdown of the contract by project elements or

milestones.

Cost Account Concept

C/SCSC uses two different structures for defining work. The first is the work breakdown structure

(WBS). It defines the tasks needed to complete the project. Each WBS element is a recognizable stage

of work. For example, building an engine may be successively broken down into the lowest levels

involved in making the engine.

In short, the WBS provides a formal structure for identifying work. According to the C/SCSC Criteria, it is

not necessary when devising the WBS that each project has the same number of WBS elements. That is,

some projects that are complex may have more WBS elements than projects that are less complex.

According the Criteria, this is acceptable. In addition, different types of functions must be divided into

the WBS in different ways. For example, the breakdown of design work will usually be very different

from the breakdown of manufacturing work.

Generally, the WBS should also include subcontract work so that you can see where the work fits into

the overall project.


JOBSCOPE Page 243

The second structure is the Organizational Breakdown Structure (OBS). It divides the organization into

the elements responsible for accomplishing the authorized work. The OBS usually includes

subcontractors. For example, the organization responsible for building an engine may be successively

broken down into the lowest level elements which perform the lowest level assemblies involved in

making the engine. Remember that the lowest level assemblies are defined through WBS.

The point at which the WBS and the OBS intersect is a cost account. A cost account represents the work

assigned to one organizational element on one lowest level WBS element. The cost account is the point

at which actual costs are accumulated and performance is measured. For example, if the mechanical

design department is performing work on a low level WBS for an engine, a cost account will be defined

for charging this work.

Cost accounts are usually defined for the lower level WBS and OBS elements. However, the level at

which cost accounts are established, as well as the number of cost accounts, varies from one

organization to another.

Each cost account can have a number of category/period entries associated with it, which further break

down the costs made to the account. The charges made to a cost account may cover several periods,

and budgets and cost collection may be maintained by period. In addition, cost accounts may be

associated with several categories, such as engineering labor, programming labor, and electronic

components. Category/period records maintain detail below the cost account level.

The breakdown of a project into the WBS and the organization into the OBS, as well as the cost account

structure, is illustrated in the chart on the following page.


JOBSCOPE Page 244

The Contract

Engine Training

Hot Section Compressor

Case Assembly Rotor Assembly Stator Assembly

Your Company

Engineering

Manufacturing

Testing

Design

Drafting

Fabrication

Assembly

Physical

Cost

Account

Cost

Account

Cost

Account

Cost

Account

Electronic

Cost

Account

Cost

Account

Cost

Account

Cost

Account

Cost

Account

Cost

Account

Category Category

Period

Period

Period

Period

Period

Cost

Account

Cost

Account

Cost

Account

Cost

Account

Cost

Account

The chart on this page illustrates the breakdown of a contract into Work Breakdown Structure elements and the breakdown of a company into Organizational Breakdown Structure elements. The intersection of the lowest level WBS and OBS elements is the cost account. Each cost account can have a number of categories associated with it. Each category has periods defined for it.

This chart shows the WBS breakdown for the compressor only. A complete WBS breakdown would include the same type of division for each WBS element.


JOBSCOPE Page 245

Each cost account can have a number of categories associated with it. The chart below shows the

categories that might be defined for a single cost account. Each category must be defined for all periods

during which charges will be entered against the category.

For example, in the following chart, Machining Labor is the first category defined for the cost account.

Machining Labor charges can be entered against this cost account during period XX01 through XX05.

However, if you attempt to enter machining labor charges against the cost account during period XX06,

the charge will be disallowed.

There is one exception to this. If you respond “YES” to the option “Allow CS Charges not budgeted for

period” in the C/SCSC section under Job Control in System Configuration, then you can charge to non-

budgeted periods, as long as the category for the charge is budgeted in some period on the job.

The structure below is repeated for each cost account, with the appropriate categories substituted for

those shown here.

Machining Labor

Period XX03 Period XX04

Cat./Period

Periods

Categories

Cat./Period

Fabrication Labor

Shop Burden Cat./Period Cat./Period

Cat./Period Cat./Period

Cat./Period

Period XX05 Period XX06 Period XX07


Cat./Period Cat./Period Cat./Period

Metals

Purchased Materials


Cat./Period Cat./Period Cat./Period

The Cost Account


JOBSCOPE Page 246

Charges to C/SCSC Jobs

All Charges to a C/SCSC job must be associated with a cost account. For example, when you issue

materials to a C/SCSC job, you must enter a cost account to which the materials are charged. When you

collect labor for a C/SCSC job, you must enter a cost account to which the labor is charged. The Cost

Account field can be seen on the Material Issues screen below.


JOBSCOPE Page 247

Similarly, for labor collection, the cost account field can be seen below.


JOBSCOPE Page 248

Cost Accounts versus the General Ledger Chart of Accounts

Cost accounts for C/SCSC jobs are completely separate from your company’s regular account structure.

Cost accounts are not entered through the Chart of Accounts screen in the General Ledger. The cost

account structure is entered in addition to the General Ledger chart of accounts.

As an example, the chart below illustrates what might happen when material issues and labor charges

are made for a generic job and a C/SCSC job.

Material Issues

Labor Charges

Regular Jobs

C/SCSC Jobs

Debit Work -in-Process (WIP) Account; Credit

Inventory Account

Update Job Cost Update Job Cost

Charge to Cost AccountUpdates BCWP Material

and ACWP Material Values

Debit Work -in-Process (WIP) Account; Credit Payroll Account and Variance

Accounts

Update Job Cost Update Job Cost

Debit Work -in-Process (WIP) Account; Credit Payroll Account and Variance

Accounts

Charge to Cost AccountUpdates BCWP Hours and

ACWP Hours and Rate

Debit Work -in-Process (WIP) Account; Credit

Inventory Account

The charges made to the general ledger are the same for both the regular and the C/SCSC job. For the

C/SCSC job, the labor or material costs are also charged to a cost account, which updates the values

necessary for C/SCSC reporting.


JOBSCOPE Page 249

Getting Set Up for C/SCSC Jobs

Once you have the system set up to enter regular jobs, there is very little else required to prepare for

C/SCSC jobs.


In System Utilities, System Configuration, and Job Control, select the C/SCSC option.

The C/SCSC screen will display. The “Allow C/SCSC Jobs” must be checked on.

The second box, “Allow CS Charges not Budgeted for Period” is up to you, but, when starting out, it is

probably best to check it on. If it is not checked on, then charges will not be allowed if there is no

Category/Period record for the category and the Current CS Period. If it is checked on, and the

transaction category is not budgeted for any period, the charge will not be allowed. If the transaction

category is budgeted for any period on the job, then the transaction will be allowed.

The Current CS Period (yyyymm) must be set to the current period. You will need to change this each

month when you roll over to the next period. This setting determines the CS period to which charges

will be made.

Cost Types

Another important consideration at this time is how you want the system to cost labor. See the section

“C/SCSC Cost Types” for details. You can’t avoid this decision. Every job must have a cost type.

Multiple Periods

Some people use the C/SCSC module simply to get the multi-level WBS breakdown. You need to decide

whether you want multiple periods or not. If you don’t need to compare budgets versus actual by

periods, then you only need a single period for everything.

Organization Breakdown Structure (OBS)

Some people don’t need the OBS for reporting. You need to decide about this.


JOBSCOPE Page 250

Numbering Schemes

In addition to determining a job numbering scheme, which you may already have, you need to

determine a numbering scheme for cost accounts, OBS elements, and WBS elements. The first thing to

consider is that none of these numbers have to be unique. In other words, when the Fabrication

department works on a Case Assembly, the cost account can be the same across all jobs. When material

and labor transactions are made, you will have to enter data like work order, or release, or job, in

addition to the cost account, so the system already knows what the job is without having to decode the

cost account. The same is true for WBS and OBS elements. The cost account, WBS element, and OBS

element may each be up to 16 characters, but be careful, that’s a lot of digits to type and get it right.

For example, if the Fabrication department works on a Case Assembly, it is nice to know that the cost

account is always 8190.

The following example shows a possible numbering scheme applied to the chart on a previous page.

This numbering scheme will be used in the sample data in the following pages.

This is the same chart with numbers added.


JOBSCOPE Page 251

7680 Engine Contract

1

Engine

2.1

Training

2.2

Hot Section

3.1

Compressor

3.2

Case Assembly

4.1

Rotor Assembly

4.2

Stator Assembly

4.3

Your Company

1000

Engineering

1600

Manufacturing

1700

Testing

1800

Design

2110

Drafting

2115

Fabrication

2100

Assembly

2120

Physical

2130

Cost

Account

7141

Cost

Account

7142

Cost

Account

8190

Cost

Account

8223

Electronic

2135

Cost

Account

7143

Cost

Account

7144

Cost

Account

8306

Cost

Account

8400

Cost

Account

9260

Cost

Account

9276

Category Category

Period

Period

Period

Period

Period

Cost

Account

7620

Cost

Account

7649

Cost

Account

8519

Cost

Account

7164

Cost

Account

9035

WBS

OBS


JOBSCOPE Page 252

Labor Costing For C/SCSC Jobs

Labor costing for C/SCSC jobs is slightly different than for regular jobs. Table 2006 defines labor

categories. The entry in the table is an hours category (type LC or EC, hourly or salaried). The

corresponding cost categories for the direct and the indirect (burden) costs are in table 2006 as well.

When a charge is made to the hours category, the system looks for a budget for the corresponding

direct cost and indirect cost categories and makes the cost charges there. C/SCSC jobs work differently.

For C/SCSC jobs, there is no direct cost category nor indirect cost category. Instead the Category/Period

record is charged with the direct and indirect cost, so the ACWP hours, cost, and burden, are all in the

same record.

The way labor is charged is determined by the Cost Type value set up for the job. See the section

“C/SCSC Cost Types” for more information. The term Actual Rate means the rate in the employee

master. The term Standard Rate comes from two different places, depending upon several factors.

When labor is charged through the Labor Collection module, a work center is required, and the system

will get the standard rate from that work center, whether the employee is hourly or salaried. Salaried

employees may also charge their labor through the Task Planning module. Entries in Task Planning do

not require a work center, and the system gets the standard rate from the Employee Levels table, table

4003. The employee master requires entry of a valid Level Code for salaried employees (pay type = “S”).

The other type is ACWP rate, which may be set differently for every Category/Period record, if desired.

Material Costing For C/SCSC Jobs

ACWP cost for C/SCSC jobs is calculated in the same manner as for regular jobs. BCWP values are

calculated differently. If you issue inventory or create a purchase order for a work order BOM item, the

unit cost in the BOM record will be the cost basis for BCWP. If you do not reference work order BOM

items in material transactions, then no BCWP value will be calculated.


JOBSCOPE Page 253

Table Entries for C/SCSC Jobs

There is only one additional table entry required. However, if you plan to charge salaried labor to jobs

via the Task Planning module, you will need to set up table 4003 for Employee Levels. If you plan to

charge salaried labor to jobs via the Labor Collection module, you will need a work center for each type

of engineering cost. The system can calculate a general and administrative overhead cost and charge it

to the job if you wish. See the section “General and Administrative Costs” in this user guide.

Cost Account Classes (table 2009)

You need to at least check table 2009. Most of your costs, if not all, will be direct costs, but you can add

other classes if you like. These entries do not affect system processing, but can be used for sorting and

selecting on reports.

The entries in the table are defined in the Criteria, as follows:

D – Direct Cost. A direct cost is the dollar amount associated with labor, material, and other

direct resources. These costs have a specific end product or end result.

LE – Level of Effort. This type of work is of a general or supportive nature and does not produce

a definite end product or result. It is measured more by the passage of time than by the

completed pieces of work. According to the C/SCSC criteria, the amount of level of effort work

associated with a contract should be kept to the lowest practical minimum.

AE – Apportioned Effort. This type of work is dependent on or is directly proportional to the

performance of other effort. For example, inspection functions are generally dependent on the

amount of manufacturing effort.


JOBSCOPE Page 254

C/SCSC Cost Types

When hourly labor is entered for an employee, the labor is charged either to a job or to an account. If

the labor charge is to an account (referred to as indirect), the cost of the labor will be the actual hours

entered multiplied by the actual hourly rate in the employee master. If the charge is to a job, there are

additional options available. Each of these options is represented by a value called Cost Type. There are

ten different cost types; YA, YB, YC, YD, YE, YF, YG, YH, YI, YJ, YK, YL, and YM for C/CSCS jobs. When jobs

are charged with labor, the charge is in two parts, direct and burden. Both parts are calculated by a

number of hours multiplied by an hourly rate. Five values, three for the rate and two for the hours may

come into play. The rate may be either the standard labor rate for the work center, the employee’s

actual labor rate from his or her employee master, a rate for salaried employees from the Employee

Level table, or, for C/SCSC jobs, a rate called ACWP rate, which may is set for each job. The hours may

be the actual hours reported, or earned hours. When labor is charged to a work order operation, the

operation will likely have hours standards. The standards are set up time and run time. The first time

that labor is reported on an operation, the setup time is assumed to be “earned”, or accomplished. The

run time is per piece being worked on. As an example, assume that an operation has a setup time of .5

hours, and a run time of .1 hours. The employee works for 2.0 hours (actual hours), and reports

completing a quantity of 18. The earned hours value for the transaction is therefore 2.3 (.5 setup + 18 X

.1 run time).

Cost types are assigned at the job level. A default cost type for jobs is set up in System Configuration,

but it may be changed on the job. The cost types for regular jobs are defined in the section “Cost Types

(Labor Cost Types)”. The cost types below are the cost types available for C/SCSC jobs. Assigning one of

these cost types to a job defines that job as a C/SCSC job.

YA – Actual Rate * Actual Hours Earned hours for burden

YB - Actual Rate * Actual Hours Actual hours for burden

YC – Standard Rate * Actual Hours Earned hours for burden

YD - Standard Rate * Actual Hours Actual hours for burden

YE – Standard Rate * Earned Hours Earned hours for burden

YF - Standard Rate * Earned Hours Actual hours for burden

YG – ACWP Rate * Actual Hours Earned hours for burden

YH - ACWP Rate * Actual Hours Actual hours for burden

YI – ACWP Rate * Earned Hours Earned hours for burden

YJ – ACWP Rate * Earned Hours Actual hours for burden

YK – Actual Rate * Actual Hours Actual hours for burden – This cost type does not calculate

earned hours until the work order is closed with a C in the Complete field. The earned hours for

the work order is the sum of the standard set-up and run times (with work order quantities

considered) for each operation

YL – Standard Rate * Actual Hours Actual hours for burden - This cost type does not calculate



JOBSCOPE Page 255



YM – ACWP rate * Actual Hours Actual hours for burden - This cost type does not calculate




Entering a C/SCSC Job

By this time, you should know about the main display view, and the collections, and the basic ways in

which the system works, so the section on C/SCSC will focus on what you need to know to run a C/SCSC

job.

Job Master

A C/SCSC job is entered in the same way, and on the same screen (and tabs) as a regular job. The thing

that distinguishes a C/SCSC job from a regular job is the Cost Type value you select. The cost types

beginning with the letter “Y” denote a C/SCSC job. For information on the rest of the Job Master entry,

see the section “Job Master” in the “Jobs and the Commonly Used Collections” section of this guide.

This is part of the Additional tab on the Job Master screen.


JOBSCOPE Page 256

Entering the WBS

There are two options about WBS and OBS structures. You will certainly want the WBS structure, but

you may or may not want the OBS structure. When you enter cost accounts, you must enter one or the

other, or both.

We entered job A116283 in the Job Master screen. The next step is to enter the WBS. Do this by

selecting WBS mode in Job Management and Control, and clicking on Open and opening A116283. This

is what you will see.

Highlight the job and double click on WBS in the collection.


JOBSCOPE Page 257

When you double click on WBS, you get this screen. Notice that it says “Add WBS To Job 105154” at the

top. It is expecting you to enter the top level WBS, which, in our sample numbering scheme, is 1.

Enter the data and click on OK. Now the main display looks like this.


JOBSCOPE Page 258

Now highlight WBS 1, 7680 Engine Contract, and double click on WBS.

We get the WBS screen again, and it says “Edit WBS” at the top. We can make changes to WBS 1 now.

However, we don’t want to make a change, we want to add structure below it.

Click on Apply and it changes to this. Notice now it says “Add WBS To 1”. It is expecting us to add a

next level down from 1.


JOBSCOPE Page 259

Continue on through the structure. As you click on Apply, the screen will clear and allow you to enter

more cost accounts at the same level. Just watch the label at the top of the screen so that you will know

what the system is expecting. When the whole structure is in, it will look like this.

If you don’t get it right the first time, call it back up and click on the delete button. You have to delete

from the bottom up.


JOBSCOPE Page 260

Entering the OBS

The OBS works exactly the same way. Select OBS mode on the main display and start at the top. This is

what it looks like.


JOBSCOPE Page 261

Entering Cost Accounts

The next set of entries is the cost accounts. These may be entered in either WBS or OBS mode. Double

click on Job Cost Accounts in the collection.

The Cost Account Headers screen displays.


JOBSCOPE Page 262

Enter the Cost Account and Budget Head, and select a Class from the dropdown. The cost account may

be any combination of alphanumeric characters up to 16. The Budget Head can be up to 12 characters.

The description is 40 characters.

The Period Start and Stop will be calculated from the Category/Period records that you enter later.

You must select either an OBS or WBS or both. You can’t leave them both blank. Cost Recurring means

that you may be making multiple units, so the costs will recur as you move through the project. It does

not affect system processing. Leave the status set to Open.

The box “Create Cost Account for all of Structure” is no longer used, so you can leave it checked or

unchecked, it won’t matter.

Entering Job Budgets

The next set of entries is the category/period records. In our example, we will be using the following

categories.

LABOR HRS – Labor hours for all hourly labor other than machining

MACH HRS – Labor hours for all hourly labor in machining

METALS – Cost of Metals used in manufacturing

PUR PARTS – Cost of purchased parts other than metals

ENGR HRS – Salaried labor hours charged to the job

We will use periods 201110 (October, 2011), 201111 (November, 2011), 201112 (December, 2011),

201201 (January, 2012), 201202 (February, 2012), and 201203 (March, 2012).


JOBSCOPE Page 263

These may be entered in either WBS or OBS mode. Double click on Job Budgets in the collection. This is

what the screen looks like after entering the data below and clicking on Apply. Notice that we entered a

start period of November and an end period of December. The system wrote two Category/Period

records. We entered 300 BCWS hours, indicating that we want 300 hours budgeted for each period. If

we wanted different values for each period, then we would have made two entries, one entry starting

and ending in November, and the other entry starting and ending in December. We entered the budget

rates for BCWS and BCWP. If the cost type for this job was one that uses ACWP rates, then we would

have entered that rate here, but we are using cost type YD, which uses a work center standard rate.

The “% Overhead” field does not affect any of the calculations. It is there to be used as a calculation on

special reports if you need it.


JOBSCOPE Page 264

Next, we’ll enter Category/Period records for materials. Notice here that the only value is BCWS in

dollars.

Once you have your category/period records entered, you are ready to go. Transactions on the various

screens work exactly the same for C/SCSC jobs as for regular jobs, except that you also have to enter a

cost account for C/SCSC jobs.


JOBSCOPE Page 265

View Menu

The View option on the very top has a Legend option. If you click on it, the Legend screen displays. This

shows the meaning of the symbols on the screen.

The <NS>, <IS>, and <AS> symbols are there for users that cannot distinguish the colors.


JOBSCOPE Page 266

Tools Menu

The toolbar at the top has a Tools selection. When you click on it, you get five options. The first is

Operation Completion.

Operation Completion

Operation Completion allows you to mark one or more operations on a work order as complete without

reporting labor against them.

When you select it, the Operation completion screen displays. On this screen, a small binocular displays

in the Release field. If you click on it, you will get a browse screen, where you can browse for the

release and enter or select a work order. When the screen redisplays, highlight the operations you want

to complete and click on the Complete button ( ) and the operation(s) will be marked

complete by the letter C in the Release Code column. You can reopen one by highlighting it and clicking

on the Re-Open button ( ). This action does not affect job cost or the general ledger and

no labor subledger record will be written.


JOBSCOPE Page 267


JOBSCOPE Page 268

Print Work Order By Release

You can use this to print work orders for a complete release. If you are only printing a draft copy, and

not the actual copy for the shop, do not check Update Print Indicator. You can select the work orders to

print by checking the box in the Select column. The other check boxes, such as in the Is Assembly and Is

Complete columns are not there for you to check, but will be checked by the system depending upon the

value for that field in the database.

The Include Bar Codes selections are None, Labor Only, Material Only, and Both.

If the work order is for a part that has attached documents that are designated to be printed when the

work order is printed, you will get a list of these documents, and you can select the ones that you would

like to have printed along with the work order. Refer to the Part Documents section in the Parts and

Change Control User Guide for more information.


JOBSCOPE Page 269

Print Work Order By Release/WO

Here you can print a specific work order.

The documents designated to be printed with the work order function works here as it does for “By

Release” as described above.

Print Sales Acknowledgment

Use this to print a sales acknowledgment.

If the job contains a part that has attached documents that are designated to be printed when the sales

acknowledgment is printed, you will get a list of these documents, and you can select the ones that you

would like to have printed along with the sales acknowledgment. Refer to the Part Documents section

in the Parts and Change Control User Guide for more information.

Update WO From ECN

When an ECN is approved, there may be work orders that were created prior to the approval of the ECN.

You can update those work orders using this function. When you click on it, you will get the Update

Work Order From ECN screen. You can select to update by a part number, routing, or specific release.

If you do it by part number or routing, you have to know which part or routing needs updating. If you do

it by Release, you don’t have to know what might be out there; it will show you.

Update for Part Number

Enter a part number that is on an approved ECN that has not been updated on some work order and

click on OK.


JOBSCOPE Page 270

All the jobs/releases with changes on approved ECNs for the part number will display. Highlight the job

line and click on OK and the work orders with the changes will be updated.

Update for Routing

Routings work the same way. Enter the routing and click on OK. If there are no changes for the routing,

you will get this message.


JOBSCOPE Page 271

Update for Specific Release

This one works like the others, and will show the same screen. Be sure you highlight the job/release line

on the Apply ECN to Work Orders screen.

May 5, 2015

Job Management and ControlJob Management and Control JOBSCOPE Page 9 Job Management and Control...

Documents

Transcript of Job Management and ControlJob Management and Control JOBSCOPE Page 9 Job Management and Control...