Copying closed jobs

Kinetic ERP
1

We have old jobs in the system where we’d like to be able to copy their BOM/MOM into a duplicate job.
But those old jobs weren’t set up as Templates.
So do we really have to reopen and un-complete the job, check the Template box, and then re-complete and close the job to be able to copy it? And if that job was part of a project, have to reopen and close the project?

If that is the case, then would it be a good idea to just have every job marked as a template from the start? Or would that cause issues somewhere?

If that is messy for some reason, I’m thinking I just disable the job template functionality completely, and have everything set up in EWB/method tracker…

2

Not sure if it is a good idea or not but…
Once at a site, per their request… I did add a BPM that automatically set template = true on jobs.

If I remember, the only downside was it added a more clutter if you were searching for job to pull methods from.

2 Likes
3

I clone jobs in a ubaq and at first I was marking them as templates and then running GetDetails, but I found out the routine ran fine regardless if they were a template or not. So to @bordway 's point I think the only issue is it being messy in the UI.

// GET DETAILS FROM TEMPLATE JOB
          string currJobNum = jobNum;
          int currAsmSeq = 0;
          string sourceFile = "Job";
          int sourceQuote = 0;
          int sourceLine = 0;
          string sourceJob = ttr.JobHead_JobNum;
          int sourceAsm = 0;
          string sourcePart = ""; //partNum;
          string sourceRev = ""; //revnum;
          string sourceAltMethod = "";
          bool resequence = false;
          bool useMethodForParts = false;
          bool getCostsFromInv = false; // Required paramter for 10.1 but not 10.0
          bool getCostsFromTemp = false; // Required paramter for 10.1 but not 10.0

          job.GetDetails(currJobNum,currAsmSeq,sourceFile,sourceQuote,
          sourceLine,sourceJob,sourceAsm,sourcePart,
          sourceRev,sourceAltMethod,resequence,
          useMethodForParts,getCostsFromInv,getCostsFromTemp);
5 Likes
4

Ok thanks much fellas, so looks like the answer is Yes, you need to reopen the job to be able to copy it if it wasn’t marked as a template. Or make a wazoo customization/UBAQ.

And that UBAQ does look very interesting! I’ll look more into it another day. Thanks for sharing.