Move to Job

You access the Move to Job screen from the Accounting menu, shown below.

Figure 1

The Move to Job screen (Figure 2) is where you can convert an opportunity into a job.

List Opportunities

Figure 2

On the list screen you can view some basic information for the opportunities that match the applied filter (The default filter includes all opportunities).

Filter for List Screen

Figure 3

** searching and clearing the filter leaves the current screen, so ensure you have saved all changes you wish to keep before completing one of these actions.

1. Click the "Filter" button at the top of the screen (Purple box in Figure 2) to open the filter menu (Figure 3) to search for specific results
2. You can enter, change, and select any of the inputs/items to obtain specific results or fewer.
3. To clear/reset a current filter press the "clear" button (Red box in Figure 3).
4. To re-generate the table using the filter click the "search" button (Green box in Figure 3)
5. To close/hide the filter press the "Filter" button again (Purple box in Figure 3).

Move to Job

To move an opportunity to a job, check the box in the left most column of the row of the opportunity you wish to change (Orange box in Figure 2), then ensure a new Job Number is assigned. The awarded date is defaulted to the current date but can be changed. You also have the option to change the job name which is defaulted to the opportunity name and owning plant which is defaulted to the value given at the creation of the opportunity.

Once all values have been changed or assigned for all the opportunities you  wish to move to job status, then press either the "Save" (Green box in Figure 2) or the "Save & Close" (Yellow box in Figure 2)  to save the changes.