Set information about the job order

Article • 4/27/2026 • 3 min read

A job order authorizes and outlines the production of an item. Once you select the options for the type of job order to add, you can set information about the job order.

You must first add the job order.

To set information about the job order

  1. Open the Job Orders (JO) page.

    • Select Production Management > Production Transactions > Shop Floor > Job Orders.

    Or

    • Search for JO or Job Orders in the Navigation box and then select Job Orders.

    The Job Orders (JO) page appears.

  2. Click Browse on the Toolbar.

    The Browse For Job Orders window appears.

  3. Select a row and click Select. Or, double-click the job order.

    Click Cancel to exit from the Browse For Job Orders window.

  4. Make the necessary changes.

  5. Click New on the Toolbar.

    The Create New Job Orders window appears.

  6. Select the Type of Job Order - Internal and the Type of Internal Job Order - Internal Use.

    Click Accept.

    Click Cancel to exit from Create New Job Orders window.

  7. Click the Account Number lookup reference at the end of Account Number field.

    The Lookup For Account Number window appears.

  8. Highlight the row and click Select. Or, double-click the account number to use to bill job costs.

    Click Cancel to exit from the Lookup For Account Number window.

  9. Set information about the item to manufacture:

    1. Type a description of the job order in the Order Name box.

    2. Click the Facility arrow at the end of the field to select the facility.

    3. Click the Part Number lookup reference at the end of the field.

      The Lookup For Part Number window appears.

    4. Highlight a row and click Select. Or, double-click the item to manufacture.

      Click Cancel to exit from the Lookup For Part Number window.

    5. Based on the Part Number, the revision number is automatically populated in the Revision field.

    6. Type a description of the item in the Description box.

    7. Type any comments about this job order in the Memo box.

  10. Set production information:

    In the Due Date box, type the date that the part or assembly is due.

    Or click the icon at the end of the Due Date field. This displays the calendar. You can select the desired date. Or, double-click in the field to populate the current date.

  11. Set job orders for Rework and Return RMA’s:

    When an RMA instruction is Rework and Return for a Make part on an RMA, create a Ship Back Sales Order. Once the item is received, create a JO through Copy from that SO.

    The RMA No from the SO is the number which is created from ship back order.

  12. In the Make Quantity box, type the quantity of items to make for this job order.

    Or click the icon at the end of the Make Quantity field. This displays a calculator. You can select the desired value.

  13. Click Save on the Toolbar.

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