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Require All Serials to be Reserved

The functionality provides a way for companies to ensure that all serials are reserved before the user can choose that job status. If all serials are not reserved, then it will cascade to a job status that is not dispatchable and does not require minimum deposit.

Job Status Table​

Select the option Require all Serials to be Reserved and choose a job status to cascade to that is not dispatchable and does not require minimum deposit.

The “FIRM” and Cascade To “PEND” job status will be used to demonstrate this functionality.

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Cascade to job status must be set up as follows.

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Invoice Header​

Add Invoice​

FIRM is not an option in the Job Status drop down when you first create an invoice as the invoice details have not been added and therefore, no serials have been reserved.

If you are creating an invoice with line types other than model, you will be able to go back to the header and change the Job Status to “FIRM”.

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When all serials are reserved, the job status “FIRM” will appear in the drop-down.

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When the serials are not reserved, “FIRM” is not an option in the Job Status drop-down.

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Edit Invoice​

If a serial is unreserved in an invoice with a “FIRM” job status, then the job status will cascade to “PEND”.

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Copy Invoice​

The Job Status FIRM can not be selected on Copy Invoice because the serials have not been reserved at this point.

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Split Invoice​

When splitting an invoice with all serials reserved, the FIRM job status is available in the drop-down.

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