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A job type says what kind of work an order is (supply only, supply and install, a service
call) and carries its defaults: installation, taxable shipping and installation, and a default warranty. A
warranty says how many days each group of parts is covered. Make the warranty first, because a job type points
at it; map part families to warranty groups later, once the families exist.

Before you start

  • Nothing else is needed for the warranty header and the job types.
  • Part families are needed only for the last warranty step (Family → Group). You can do that after
    Add suppliers and part families.

Steps: warranty

  1. Open Administration and Setup → OJ Setup → PRODUCT SETUP → Warranties.
  2. In the Warranties pane click New, type the Description the customer sees, choose
    Standard or Extended, tick Active, Save.
  3. In Warranty Groups click New, type a group name (for example Glass, Hardware, Frame) and its
    number of Days. Typing a new name creates the group. Set the Effective date. Save, and repeat for
    each group.
  4. Later, after part families exist: in Family → Group map every part family to a group. A family with
    no row here shows as Unmapped part on service tickets. Add Part exceptions only for single parts
    that differ from their family.

Steps: job types

  1. Open OJ Setup → PRODUCT SETUP → Job Types and click New.
  2. Description (required), Seq (order in lists), Reference (short code).
  3. Tick Requires installation and/or Requires measure for work you schedule crews for; tick
    Tax installation and Tax shipping if those charges are taxable for this kind of job.
  4. Pick the Default warranty. For service calls tick Service job, and mark the one
    Chargeable service type.
  5. Save. Most companies need at least Supply Only, Supply & Install and Service.

What a job type changes on an order

Setting Effect
Requires installation The order is flagged for installation scheduling and gets installation start
and end dates.
Requires measure The order is flagged for measure scheduling.
Tax installation, Tax shipping Whether those charges are taxed on orders of this type.
Default warranty The warranty a new order of this type gets.
Service job, Chargeable service Mark service calls, and the one service type the customer pays for.

A customer carries a default job type that every new quote copies, and a tax code can be limited to one job type.
A job type still used by orders or customers cannot be deleted.

Changing cover laterEditing a warranty group’s Days changes the
cover of every order already sold under that warranty. To change cover from now on, make a new warranty with a later
effective date and use it on new orders.

Check it worked

  • The Job Types list shows your types in the Seq order you gave.
  • On a customer form (More pane) the Job Type combo lists them.
  • After the families exist: every family appears in the warranty’s Family → Group list.

Details: Setting up warranties, Warranty &
chargeability, Job types.

Posted
Updated
Bywebmanager