Create a Job as an Order

Jobs are created by default in quote status, indicating that the job is a quote to the customer, and not yet an order from the customer.

You can set up jobs to be created as orders, if needed. This is done by selecting the Create as Order check box in Setup > System Setup > System Information. When this feature is enabled, Maconomy converts the job to Order status immediately after creation. Maconomy verifies that the current user is permitted to convert jobs from quotes to orders. This permission is specified per user in the Actions window in the Set-Up module.

You must also specify the number of a customer for whom the job is being performed here. Maconomy verifies that this customer exists and is not blocked and verifies that the customer's credit limit has not been exceeded—in which case a warning is displayed. You can change the customer of an existing job, provided you have not invoiced the previous customer yet for the job.

Maconomy retrieves various pieces of information from the Customer Information Card in the Accounts Receivable module and suggests it in corresponding fields in this window and in the windows Job Information and Job Price Information. You can change most of the information.

You can easily create a job with similar specifications to another job by copying an existing job in the Copy Job island. For a simpler way to create jobs, refer to the Template Jobs section.