Jobs and Subjobs can be manually created from two different areas:
- In the Job Management / Subjob Management screens, by putting the selected screen into
- Using the New button on the My Jobs screen to create a new Master Job, or the New button on the Subjobs tab of a Master Job to create a new Subjob.
Using either option for manually creating a Master Job, users will be presented with a blank Master Job screen allowing them to populate the information as required. There are 8 mandatory fields which need to be populated when a new Job is created. All but 2 of these can be defaulted from other areas within the system, leaving the remainder to be entered manually.
Any information added to the Job can be altered at a later stage (subject to user authorization), if required. The only exception is the Business Partner assigned to the Job. The Business Partner will be locked down as soon as an A/R invoice has be raised against the Job.
When a Master Job is added, the system will automatically create the first Subjob, which will inherit the properties of the Master Job's mandatory fields. A Subjob will be created regardless of whether or not a user follows the system prompt to view it when it is created.
When creating a new Subjob, from either the Subjob Management screen or from the SubJob tab of the Master Job screen, the system will automatically copy all details from the Master Job to the new Subjob as default values. With the exception of the Business Partner, the user can then alter those details as required.
The only difference between the creation of a Subjob from the Master Job and from the Subjob Management screen is the assignment of the Master Job ID. When creating a Subjob from a Master Job's Subjob tab, the system will allocate that Subjob to the open Master Job. When creating a Subjob from the Subjob Management screen, the user has to select which Master Job it relates to.
When creating a new Subjob from the Subjob Management screen, the first step is to select the Master Job that the Subjob will be assigned to. This will cause the system to then copy down all the details from that Master Job to the new Subjob, and then allow the user to alter those details as required. For this reason, the cursor will start in the Job ID field when the user changes the Subjob Management form to Add mode. If changes are made to the values on the Subjob screen before the Master Job is selected, then these changes will be overwritten by the defaults on the Master Job when the Master Job is selected.