Default Settings For New Jobs

I would like to add a default operation and default material to every new job to account for necessary Engineering lead time, and material lead time.

Once the order is received and a job is created, we want to be able to have those defaults come in automatically. So that, even if engineering doesn’t engineer the part right away, we at least have some base operation to block out lead time for engineering and materials. This would be in place until the engineer pulls the job and does the proper complete engineering.

I may be looking at this wrong, so I am open to alternative suggestions.
Thanks!
Nate

Have you looked at Template Jobs?

2 Likes

No. Checking it out now.

1 Like

It seems like I need a part number to create a template job. Is there a way to create a template job that can apply to any part number?

Yes. Notice when you bring up the Get Details form, there are tabs for a Part Method, a Job, or a Quote. If the job is marked as a template, you can enter the Job Number here.

image

It doesn’t matter what the part number is on the template, it will copy the operations and materials from the source to this job.

2 Likes

Very cool! So I created a generic part called NOPART. Then I created a job for that part called TEMPLATEJOB. Now I can reference that job whenever I want to create new job and pull in the defaults. Neato! Thanks all!

1 Like

You could also look at added Production Prep Buffer and Kitting Time in Site Maintenance. It doesn’t change the job start date, but puts a value in PlannedActionDate in JobHead.

1 Like