Cross-referencing a Job Material to a Job

Use the Job Materials form to cross reference a job material to an existing job or to create a new job.

  1. On the Job Materials form, add a new material or select an existing one.
  2. Select the Source tab.
  3. Make sure Job is selected in the Source field.
  4. To cross-reference the job material to an existing job, specify the job number in the unlabeled field next to the Source field. In the second unlabeled field, specify the suffix (if available) for the job order. In the third unlabeled field,specify an operation number to cross-reference to a specific operation.

    To create a new job and assign a particular job number, specify the job number. To create a new job and allow the system to assign a job number, leave the field blank (the system will use the same job number as the parent job, but will increment the suffix number).

  5. Click the Source button. The system creates a job order that is cross-referenced to the job material and inserts the job number and suffix into the Source field.
  6. Optional: You can click Source again to display the cross-referenced job order.
Note:  You can cross-reference to a range of jobs using the Material Planner Workbench form.

After a cross-reference is created, you can change it by either removing the line item or changing the cross-reference information, thus deleting the cross-reference. When this happens, the system displays a warning message to indicate that the cross-reference will be unlinked.

To view unlinked references, you can filter on the Unlinked Reference check box. You can then do one of the following:

  • Clear the Unlinked Reference check box so that the record is no longer unlinked. There is no indication in the system that the record was ever cross-referenced.
  • Delete the supply record.
  • Leave the Unlinked Reference check box selected.