Set information about 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. See the Related Information.

To set information about job order

  1. Open the Job Orders (JO) page.

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

    Or

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

    The Job Orders (JO) page appears.

  2. On the toolbar, click Browse.

    The Browse For Job Orders window appears.

  3. Select the row that contains the required job order 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. On the toolbar, click New.

    The Create New Job Orders window appears.

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

    Click Accept. The job order is created.

    Click Cancel to exit from Create New Job Orders window.

  7. Click the Account Number lookup reference.

    The Lookup For Account Number window appears.

  8. Select the row that contains the required account number 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. Enter a description of the job order in the Order Name box.

    2. Click the facility dropdown to select the facility.

    3. Click the Part Number lookup reference.

      The Lookup For Part Number window appears.

    4. Select the row that contains the required account number 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. In the Description box, enter the description.

    7. In the Memo box, enter the comments about the job order.

  10. Set production information:

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

    Or click the Calendar icon to display the calendar. select the desired date. Or double-click 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, enter the quantity of items to make for this job order.

    Or click the Calendar icon to display a calculator. You can select the desired value.

  13. Click Save.

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