Creating Job Orders from the Jobs Form
Navigate to Production > Production Orders > Jobs to access the main Jobs form (SLJobs). Enter a new job number or allow auto-numbering via the Next Number Setup configuration. Select the item to produce, specify the quantity, and set the due date.
SyteLine automatically pulls the active BOM revision and routing from the Items form. The JobOrdersSp stored procedure validates material availability and routing steps before saving. You can also create jobs directly from sales order lines using the Order-to-Job linking feature on the CO Lines form.
- Use the Jobs form (SLJobs) with auto-numbering from Parameters > Next Numbers setup
- Link jobs to customer orders via the CO Lines tab Order-to-Job action button
- Set job status to Released (R) to make it available for shop floor transactions
- Review the Job Materials and Job Operations tabs to verify BOM explosion accuracy
Firming Planned Orders from MRP
MRP generates planned production orders visible in the Planned Orders form (SLPlannedOrders). To convert these into executable jobs, select one or more planned orders and use the Firm Planned Orders utility under Production > Planning. The FirmPlannedOrdersSp procedure creates job headers, explodes BOMs, and copies routing operations.
You can firm orders individually or in bulk using the Process Planned Orders action. Review the MRP Pegging inquiry to understand demand sources before firming to avoid creating unnecessary jobs.
- Access planned orders via Production > Planning > Planned Orders (SLPlannedOrders)
- Use Firm Planned Orders utility for bulk conversion with date range filtering
- Review MRP Pegging (SLMrpPegging) to validate demand sources before firming
- Set the Firm Planned Orders parameter to auto-release jobs upon firming if desired
Managing Job Status and Release Workflow
SyteLine jobs follow a defined status lifecycle: Planned (P), Firmed (F), Released (R), Active (A), Complete (C), and Closed (H). Only Released or Active jobs allow material issues and labor postings. Use the Job Status Change utility to move multiple jobs through statuses simultaneously.
The JobStatusChangeSp procedure enforces validation rules such as checking for open material allocations and incomplete operations. Configure workflow approval rules in the Workflow form to require manager sign-off before releasing high-value production orders.
- Job statuses flow from Planned (P) to Firmed (F) to Released (R) to Complete (C)
- Use Production > Transactions > Job Status Change for bulk status updates
- Configure workflow approvals in Admin > Workflow for jobs exceeding cost thresholds
- Close jobs with status H only after verifying all costs are posted via Job Costing inquiry
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Frequently asked questions
How many production order statuses exist in SyteLine?
SyteLine supports 6 primary job statuses: Planned (P), Firmed (F), Released (R), Active (A), Complete (C), and History/Closed (H). Each status controls which transactions are permitted. For example, material issues require status R or A. Approximately 85% of implementations use all 6 statuses, while some organizations skip the Firmed status for faster order processing workflows.
Can I create production orders directly from sales orders in SyteLine?
Yes, SyteLine supports direct order-to-job linking from the CO Lines form. Select a customer order line and use the Order-to-Job action to generate a production order automatically. This creates a pegged demand relationship visible in MRP Pegging. About 60% of make-to-order manufacturers use this feature, which saves approximately 3-5 minutes per order compared to manual job creation.
What happens when I firm a planned order in SyteLine?
Firming a planned order converts it into an actual job record in the Jobs table (job). The system explodes the current BOM revision, copies routing operations, and calculates material requirements. The FirmPlannedOrdersSp procedure processes this in approximately 2-4 seconds per order. Firmed jobs default to status F and must be released to status R before shop floor transactions can begin.
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