This article explains how to create/update JOB in WMS. This function is only available if WMS is set as your main JOB management source. All Jobs should be managed via WMS Only.
Please get in touch with Datapel Support member to check and turn ON Prefs.xml setting <WMSAsJOBSource>True</WMSAsJOBSource>
When using WMS As Job Source mode, Jobs are not sent with transactions to MYOB.
Customers who want to continue running Job reports from MYOB should continue to manage all Jobs via MYOB. WMS Prefs.xml setting should be set to <WMSAsJOBSource>False</WMSAsJOBSource>.
Steps in WMS to create Job:
Tools > Manage Lists > Job Numbers
The job list will be populated on the screen
To add additional details, you need to click "Show Details". This will activate additional fields.
Enter all required fields and press the "Add" button.
You can search Job Numbers from the box at the top #5. Example: Enter job number "1001" and press "Enter" or (...).
To Import/Export Jobs:
Save file WMS-JOBS.csv without renaming and changing the file type
Make changes and Save
Example file attached:
How to add Job in Sales and Purchase entry screen:
Go to Sales/Receiving register
Open/Create Sale or Purchase Order
Go to Job field
Select Job from the drop-down list
Press CTRL+Enter to prompt the Jobs Manage screen. From here, you can select Job or create new before selecting.
While using the ENTER button to move from one field to another in sales entry, after you have selected a job number in Row 1 when you hit ENTER button all the way to Row 2 after selecting an item, the job number copies to the next line in Sales. This is a Standard Functionality.