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Move jobs to a different order

This articles covers how to move a Skip or Material job from one order to another.

Written by Noel

Moving a Skip or Material job to a different order is dependent on the job not already being invoiced. If it has already been invoiced, you will need to credit and re-invoice to the new account and / or address.

Important: This functionality is only for the aforementioned jobs types. The following job types cannot be switched:

  • Weighbridge

  • Trade

  • RMC

  • Hazardous

Steps Required

  1. Go to Administration

  2. Click on Admin Functions

  3. Go to the General tab

  4. Refer to the Switch Order No section

  5. Enter the destination order in the "New Order No" section

  6. Enter the Ticket No of the job you want to move

  7. Set the Type to "Skip" or "Material", depending on the job type

  8. Leave the "Update associated transaction account and address details to that of new order" option checked to make sure that any existing transactions are updated to the new account and address.

  9. Click the Switch Order No link

Note: Any payments and ledger entries related to this job are also updated to reflect the new account and / or address

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