Create JOP Item from order line

Overview

The Create JOP Item function allows you to create a new JOP Item directly from a sales order line.

This function simplifies the creation of customer-specific JOP items by transferring information from the sales line into a new JOP Item record.

Availability

The function is available from:

Sales Order → Lines → Line → Functions → Create JOP Item

The function is only available for sales lines where Type = Service.

Purpose

The function is intended for scenarios where a new customer-specific or order-specific JOP Item must be created during sales processing.

Typical use cases include:

• Customer-specific production items
• Project-specific items.
• Prototypes.

The functionality helps avoid manual item creation outside the sales process and ensures consistent transfer of sales-related information into the production environment.

Create JOP Item Window

When the function is executed, the Create JOP Item window opens.

This window allows the user to define how the new JOP Item should be created and which information should be transferred from the sales line.

Options

• Customer No. — Specifies the customer for whom the JOP Item is being created. The value is automatically transferred from the sales order.
• JOP Item No. — Specifies the number of the new JOP Item to be created. The number has to be entered manually and the field is mandatory.
• Include Properties — Specifies whether properties from the source sales line should be transferred to the new JOP Item.
• Include Dimensions — Specifies whether dimensions from the sales line are copied to the new JOP Item.
• Include Extended Text — Specifies whether extended text information should be copied to the new JOP Item.
• Include Attachments — Specifies whether document attachments linked to the sales line should be transferred to the new JOP Item.

By selecting Show more, additional configuration fields become available for the new JOP Item. These fields allow the user to define production, pricing, routing, and processing settings directly during item creation. This helps reduce the need for manual post-processing after the JOP Item has been created.

• Status — Specifies the initial status assigned to the new JOP Item.
• Routing No. — Specifies the production routing assigned to the new JOP Item.
• Routing No. (Rework) — Specifies the routing used for rework or correction processes.
• Unit Price — Specifies the default sales price assigned to the new JOP Item.
• Price List No. — Specifies the price list associated with the new JOP Item..
• Lot Size — Defines the standard production or processing lot size for the new JOP Item.
• Insp. Cert. Text (Before Lines) — Specifies the default text inserted before the lines of an inspection certificate.
• Insp. Cert. Text (After Lines) — Specifies the default text inserted after the lines of an inspection certificate.
• Workshop Time — Defines the default workshop or production processing time assigned to the new JOP Item.

Operational flow

1. Select a sales order line with Type = Service.
2. Open: Line → Functions → Create JOP Item
3. Configure the creation options.
4. Choose which information should be copied to the new JOP Item.
5. Confirm with OK.
6. The system creates the new JOP Item and links it to the sales line.