Status

On the Estimate Job Orders form, select the status code for this estimate job order or estimate. The valid entries are:

  • Configured: This code indicates the job has been configured through the CPQ application.
  • Working: The default value for new jobs, this code indicates the job is in the process of being entered for planning purposes at this time. It may be defined via the operation routing, scheduled and capacity planned.
  • Planned: The estimate associated with the job is likely to be accepted by the customer and the estimate job is now being planned for production.
  • History: Used for estimate jobs which are copied to the job system or rejected by the customer, but are maintained in the system for future reference. These jobs remain in the system for reporting and reference purposes only. They may be copied to other jobs, estimate jobs, or standard jobs.

On the Estimate Operations and Estimate Materials forms, the status of the current estimate job displays from the Estimate Job Orders form.

On the Job Orders form, select the status code for this job order. This status code also appears on various analysis forms such as Demand Detail - Scheduler.

Note: 
  • When adding a new job for a non-configurable item, the Status field is enabled after saving the job, and you can immediately update the job's status. If the job has no BOM, the system will prompt you to copy the current BOM.
  • When adding a new job for a configurable item, the Status field is disabled. Once you configure the job and click Process, the configuration status is set to Complete and the Status field is enabled.
  • If you reconfigure the item and leave the configuration incomplete, the Status field will be disabled.

These entries are valid:

  • Firm: The default value for new jobs, this code indicates the job has been entered for planning purposes at this time. It may be defined via the operation routing, scheduled and capacity planned but it cannot be posted with material or job transactions in this state.
  • Configured: This code indicates the job has been configured through the CPQ application.
  • Released: The job is now available for production. In this state, a job starts accumulating costs as transactions are posted to it. Before releasing a job, check to see that the operation routing and the bill of material for the job are correct. If no operations exist for the job, saving the record displays the message, "Not one operation exists for Job. Should Copy Current Routing/BOM be performed?" Select Yes to copy the routing from the item current routing to the displayed job.
  • Stopped: The job is planned based on the setting of the Plan Stopped Jobs field on the Planning Parameters form.
  • Complete: The job has finished production. A job's status may be changed to Complete using a job transaction or by manually entering the status change in this field. Upon changing the status to Complete, any unused components in the routing are de-allocated and any schedule/load detail records are deleted from the system. A completed job may be released again to production for additional work.
  • History: The job will not be re-released. These jobs remain in the system for reporting and reference purposes only. They may be copied to other jobs, estimate jobs, or standard jobs.

On the Co-product Job Orders, Job Operations, Job Materials, and Job Bill of Material forms, the job status displays from the Job Orders form.

On the Production Schedules and Production Schedule Items forms, enter the status code for this production schedule:

  • Planned: The default value for new production schedules. A Planned status is used to indicate that the PS has been entered for planning purposes at this time. When a PS is in Planned status, the Scheduler does not recognize it.
    Note:  The MRP and APS systems plan Planned production schedules only if you select the Plan Planned Production Schedules planning parameter before running MRP or APS Planning.
  • Released: At least one PS release is now available for production.
    Note:  Before you can release a PS item, you must use the Roll Current Cost to Standard Cost form to roll the item's current operations and materials to standard.
  • Complete: The PS has finished production for all production schedule releases. A production schedule's status may be changed to Complete by manually entering the status change in this field. Upon changing the status to Complete, any load detail records are deleted from the system. You can change a completed PS back to Released status in order to release it again to production for additional work. Valid status changes are:
    • Planned to Released
    • Released to Completed (only when all Releases have a status of C)
    • Completed to Released
Note: The SyteLine Scheduler schedules jobs, estimate jobs, and production schedules according to status code, depending on the setting of options on the Shop Floor Control Parameters form. APS also plans these transactions differently depending on the status code. See How APS Interprets Job Status for more information.

On the Customer Service Impact form, the status of the job order is displayed.