How to Populate Job Footer Fields

About this Task

This topic outlines the steps necessary to accurately record the Job footer fields on a job order.

Background

Once you have populated the Job Header fields, the next stage of writing up a customer job order is to populate the Job Footer fields.

The job Footer fields are at the bottom of the job order form and are shown in the below screen-shot within the brace:-

Job footer fields are optional and record supplementary information about the Job Order, such as whether to produce file samples, as well as providing free form text fields which can be used to hold job and fulfilment related information not recorded elsewhere.

Prerequisites

Ensure that you have populated job header fields before proceeding.

Procedure

Ensure you have selected the Process tab on the job order to display the footer fields.
In the File Sample Instructions field, you can use the drop-down pick list to select the appropriate entry to describe whether to create a file sample.
It is suggested best practice to always create a file sample for the first instance of a job order, and that subsequent repeat jobs refer back to the original sample unless otherwise required. If in doubt, refer to your Manager for clarification/direction..
The General Spec text field allows you to record any explanatory information concerning the Job Order that is not captured elsewhere.
The Customer General Spec and Customer Fulfilment Spec text fields will default with the corresponding data for these fields that is stored on the Customer Spec tab of the company record.

You can enter text in here if required.

Tip: It is worth noting that there is a notes field on the fulfilment record itself that should be used to store supplementary information that relates to a fulfilment.

Next Steps

Once the job footer fields have been successfully populated, the next step of writing up a job order is to add the required Process Lines