Overview

Use the New Instant Job page to create and save a Job that will be processed through the sales lifecycle. An Instant Job can progress from Offer to Order and then to Delivered, subject to the required approval and status gates. Sales representatives use this page to record the Job; sales managers may be required to act when an Offer is Awaiting Approval.

Before you start

Sign in with an active user account by using Login, Enter User Name, and Enter Password.
Ensure that the Job information required by your business process is complete before saving the record.
If the Job will proceed as an Offer, ensure that the Offer includes at least one item.

Steps

Sign in to the application.

Select Login, enter your credentials in Enter User Name and Enter Password, and then complete the sign-in process.
Open the New Instant Job page and review the available Job information.

Use the Client : Vendor : Order / Draft view to review the Job’s client, vendor, Order, and Draft context before saving. The view displays the Job-related record rows and their associated numeric values.
Select any required value by using Select.

Complete the selection required for the Job before you save it. Use the displayed record rows to verify the information you are about to retain.
Save the new Instant Job.

Select Save to retain the Job. If you have finished working with the record, select Save and Close.
Continue the Job through the applicable sales process.

An Instant Job can proceed through Offer, Order, and Delivered. An Offer must clear its internal status sequence—Draft, Awaiting Approval, Approved, Valid, and Ordered—before the Job can proceed to Order. An Order must then clear Draft, Awaiting Approval, Approved, Awaiting activation, Valid, Ready for shipment, and Delivered before the Job reaches Delivered.

Client : Vendor : Order / Draft

The Client : Vendor : Order / Draft view presents the Job in its client, vendor, Order, and Draft context. Use this view to review the displayed Job-related rows and values before selecting Save or Save and Close. The available screen controls do not provide a separate action for moving a record into or out of this view.

Tips & cautions

Note: If an Offer is Awaiting Approval, approval is required from the manager before the Offer can continue through its status sequence.

Warning: All offers must be in draft status to revert to inquiry.

Warning: Items labeled as Ready for Shipment or Delivered cannot be deleted. A Delivered Order also cannot be un-delivered when a due invoice already exists.

Troubleshooting

You cannot revert an Offer to inquiry → One or more offers are not in Draft status → Return all offers to Draft status before attempting to revert to inquiry.
You cannot delete an item → The item is Ready for Shipment or Delivered → Do not attempt to delete the item after it has reached either status.
You cannot revert an Order → The Order has binding invoices → The Order cannot be reverted while binding invoices exist.
You cannot un-deliver an Order → A due invoice already exists → The Order cannot be un-delivered.

Result

The new Instant Job has been saved and can continue through the Offer, Order, and Delivered lifecycle.