Overview

Use New Instant Job to create a new Job record for immediate project-related work. Complete the required information on the available stage, then save the record when it is ready to be retained or saved and closed.

Steps

On the New Instant Job page, select the Client : Vendor : Order / Draft tab.
Complete the information required by the form.
Select Save to retain the Job record and continue working on the page.
Alternatively, select Save and Close when you have finished working with the Job record.

Client : Vendor : Order / Draft

Use the Client : Vendor : Order / Draft stage to review the Job information shown for the current record. The stage includes line information represented by pieces, quantities, percentages, and EUR amounts. Complete the required information for the Job before using a save action.

Tips & cautions

Note: The form enforces required information. Complete all required entries before attempting to save the Job record.

Tip: Select Save when you need to remain on the New Instant Job page. Select Save and Close when you have finished working with the record.

Troubleshooting

A required-field indication is displayed when saving → Required information has not been completed → Complete the entries marked as required, then select Save again.
You need to continue working after saving → Save and Close was selected → Use Save to retain the Job record while remaining on the page.

Result

The New Instant Job record is saved by using Save or Save and Close.