IEM - Advanced Job Management
Completed Jobs list
The list shows all Jobs with the status Completed.
To complete a Job
In this process it is important to distinguish between the Line Status and the Status of the Job Planning line. The Line Status is an IEM specific field which allows the planner to manage the workload:
- Open | the line needs to be reviewed or is not due yet. Open planning lines are not visible to the planning system yet.
- Released | the line has been reviewed and can be replenished. Released planning lines will be picked up by the planning system.
- Completed | the line is completed even when there are still remaining quantities. The quantity will be updated to the Quantity posted.
- Blocked | the line has been reviewed but is, temporary, on hold.
The Status field is a standard Dynamics BC field which will follow the Job Status: Planning, Quote, Order, Completed and will be updated automatically.
To complete a Job all Job Tasks should reach the line status “Completed” first. Action handlers can be used in the Job Task Lifecycle to assist in this process to set the Line Status of the Job Planning Lines:
- JobTask.CompletePurchItemLines
- JobTask.CompleteTransItemLines
- JobTask.CompleteResourceLines
- JobTask.CompleteEquipmentLines
- JobTask.CompleteExpenseLines
- JobTask.CompleteDeliveryLines
- Terminate.Resource.Task
When all Job Tasks have the Lifecycle state “Completed” the Job status can be changed as well. The status on the Job Planning Lines will be set to “Completed” by the system as part of the Job Completion process. When in the Job Completion process the Job status is changed to “Completed” the program will evaluate if this status can be set based on the following checks. (ChangeJobCompletionStatus, gFncCheckBeforeComplete(Rec):
| Table | Explanation |
|---|---|
| Job Contract Line (T11014530) | Contract Line Qty. Transferred to Invoice or Qty. Invoiced <> 0 |
| Job Planning Line T1003 | Line status Completed |
| Item Ledger Entry T32 | Job specific inventory exists |
| Sales Line T37 | Delivery sales orders exists |
| Service Line T5902 | Service Item Lines: Outstanding Quantity or Qty. Shipped Not Invd. <> 0. |
| Purchase Line T39 | Purchase Lines with Outstanding Qty or Qty Rcd. Not Invoiced <> 0. |
| same | Purchase Quote lines exist |
| Transfer lines T5741 | Transfer from exists |
| same | Transfer to exists |
| Production Order Line T5406 | Order lines exist with status <> Finished |
| Item Journal Line T83 | Item Journal Lines exist |
| Job Journal Line T210 | Job Journal Lines exist |
| General Journal Line T81 | General Journal Line exist |
| Requisition Line T246 | Requisition Line exists |
The user will be notified through a warning or an error based on the setting in Jobs Setup Action if error during Job Completion. You can set this to:
- Blank | do nothing
- Warning | a warning will be shown but the process will continue
- Error | an error message will be shown and the process stops.
When all checks are passed the Complete Boolean on the Job Header will be set to True and all Job Planning Lines will be updated to Completed.