Job Status Review Hub

The Job Status Review Hub is designed to display the entire lifecycle of open Epicor Jobs for the RBU from which it was launched and highlights related processing exceptions that need to be addressed in order to ensure that Supply & Demand records are current and Job Cost data is accurate. Functionality also exists for performing certain transactions from within the dashboard.

Overview

The JSRH Dashboard is divided into sections:

• Job Status Detail -- This section displays the summarized detail from open jobs and their related Quote and Sales Order records; columns include:

  • “Quote” (Dash Job ID + RBU ID)

  • “Cat” (Job Type: NJ, XD, ZD, etc)

  • “Value” (Net Order Value)

  • “BookDate” and “BookTime” (Date and Time of Mfg Submission Detail load into Epicor)

  • “PendingActions” (Steps required to be completed before job is closed)

  • “Issues2Resolve” (Required corrections to be completed before job is closed)

  • “RecProd”, “JobCmplt”, and “JobClose” (Color-coded indicators showing when specific steps – Record Production, Job Completion, and Job Closing, are clear to be performed or have been performed:

    • Red Cell with X: Must complete Pending Actions before proceeding

    • Green Cell with Y: OK to proceed

    • Blue Cell: Step has been completed

  • Remaining columns summarize various job attributes (count of subassys, stock/nonstock materials, etc.)

• Exceptions: Unissued Stock Materials – This section displays all unissued stock material records in the job’s bill of materials, their required and issued qty and cost, and default vendor. If these items are configured correctly, all will be automatically issued (backflushed) when the “Record Production” process is performed.

• Exceptions: Nonstock Material Demand without Purchase Order – This section displays all nonstock (purchase direct to job) records in the job’s bill of materials, and their associated attributes, which do not currently have a purchase order associated with them. This section can be used to get a quick snapshot of any unaddressed purchasing requirements.

• Exceptions: Nonstock Material Purchase Orders Pending Receipt – This section displays all nonstock materials with outstanding PO receipts, and their associated attributes and due dates.

• Nonstock PO Rcpt Detail -- This section displays all previously received nonstock materials, and their associated attributes and receipt detail (packslip number, receipt date, received by, etc.)

Dashboard Navigation

Upon opening, the dashboard populates with detail from all open jobs for the company where it was launched. This initial loading process may take up to 30 seconds.

If dashboard window does not open in “maximized” mode (full screen), maximize it by clicking the square icon in upper right corner. This will make browsing easier. To browse data, use scroll bars on the far right to move up and down or at the bottom of each section to scroll left and right.

Records displayed in the lower 4 grids are linked to the selected record in the top grid. By selecting a different row in the top (Job Status Detail) section, the data in the lower grids will be updated.

To search for a particular record or set of records, several options exist:

1. Sort by column:

   1. To sort by the data in a particular column, click on the column header; grid data will be sorted in ascending order by the data in the column you clicked (click again to sort in descending order).

   2. When data is sorted by a particular column, a triangle will appear to the right of the column name; right-side up for ascending, up-side down for descending.

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   3. To remove any sorting that has been applied, right-click on column header and select Clear Grid Sort:

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2. Use Grid Filters:

   1. Hover your cursor over the gray column header in the “Job Status Detail” section and right-click

   2. Select “Show Grid Filters” from popup window

   3. Funnel icons will appear on each column header:

   4. Click on funnel icon in the column that you want to filter on.

      1. To select a single record, scroll through the list of values and select the one you want:

      2. To use logic for selecting a record or range of records, select (Custom):

      3. A popup window will appear:

      4. Click on the drop-down next to Value and select the desired filter type:

      5. In the field to the right, type in the filtering criteria you want and click OK:

      6. Grid will be updated to reflect your filtering criteria.

      7. Additional filters may be applied to the same column by clicking on the Add button in the Custom Filter popup and following the same steps:

      8. Additional filters may also be applied to other columns by following the same steps described above.

   5. To remove Grid Filters, right click on column header and uncheck “Show Grid Filters”:

3. Use Quote Search…

   1. Specific Quote numbers can be searched for by using the “Quote Search…” at the top of the dashboard.

   2. Type in Quote number in the Quote field and click on one of the green icons below File and Edit:

Transactions and Job Data Cleanup

Functionality has been added to allow several transaction types and updates from within the dashboard itself:

1. Transact Customer Shipment:

   1. Right-click on Order and select Customer Shipment (process as usual):

2. Complete, Un-Complete, or Close Job:

   1. Right-click on Job and select Job Complete/Uncomplete/Close (process as usual):

3. Inventory Adjustment:

   1. Right-click on Part and select Qty Adjustment:

4. Receive Purchase Order:

   1. Right-click on PO and select PO Receipt Entry (process as usual):

5. Edit a previously transacted PO Receipt:

   1. Right-click on Packslip and select Receipt Entry: