What does this section cover?

What is Job Processing

This process is used to process jobs which are in the In Progress life cycle state by specifying the provided information based on the services/products/activities requested.

Validations & Restrictions

Processing Jobs

1. Navigate to CRM > JOBS > MANAGE JOBS

2. Go to the Data Entry page of the Job you would like to process

3. Check the Life Cycle State that is set to In Progress

4. Click on EDIT
   Requested Item sections are read only and a new set of tabs is made available at the bottom, where you can edit them. 

5. According to the fulfilment scope of the job then the process slightly differs

6. The following information can be updated depending on the fulfilment scope as described in the table below:

   1. Services

   2. Physical Goods

      1. Subscription Physical Goods
      2. Additional Physical Goods / Physical Goods
         *In Subscription Types where Subscription Physical Goods exist, Physical Goods are referred to as "Additional Physical Goods"  

   3. Expenses

   4. Activities

   5. Subscription Location

   Fulfilment Scope	Services	Subscription Physical Goods	Physical Goods *	Expenses	Activities	Subscription Location
   Generic Purpose
   New Subscription			Additional Physical Goods *
   Activate Subscription
   Deactivate Subscription
   Cancel Subscription
   Add Subscription Service			Additional Physical Goods *
   Cancel Subscription Service
   Change Subscription Location
   Swap Subscription Services AVAILABLE FROM CRM.COM R9.0.0
   Swap Subscription Installed Items AVAILABLE FROM CRM.COM R9.0.0			Additional Physical Goods *

   
   

7. Read below for further information on how you can process jobs by specifying provided items

8. SERVICES

1. 1. PROVIDED SERVICES

   2. Subscription services can be added on the subscription, using the "Add Services on Subscription" action, which is available through the Job

      If the Fulfilment Scope of the Job type is set to "Based on Ordered Items" then the services set as requested will be added automatically at the completion of the job. No further actions are needed by the user.

      1. Only for Jobs with fulfilment scope "Based on Delivered Items"

         1. Click on Add Services on Subscription link
             

            The Add Subscription Service Modal will be opened

         2. Follow the process as described at Add Effective Services or Add Draft Services to add additional services on the subscription
            
            

2. PHYSICAL GOODS

   1. Physical Goods added on a Job for a subscription can either be Traceable (Installed Items) or Untraceable. 

   2. In addition according to whether the good will be sold or rented to the subscriber then a different option/section should be used when adding the physical goods on the job. Read on to find out how to add goods. 

      1. Go to Understanding Physical Goods Movements for a complete explanation on how Physical Good movements are handled
   3. The requested Distributor will be preselected in case the fulfilment scope is "Based on Ordered Items".
      If the fulfilment scope is "Based on Delivered Items then all of the distributors will be available
   4. There are 3 sections you can add provided products:
      

1. 1. PROVIDED SUBSCRIPTION PHYSICAL GOODS AS RENTED / INDIRECT SALES 

      1. In this section all the installed items that will not be paid by the subscriber will be included. These items are retrieved via warehouses that are defined in the Subscription section of the inventory definition business rules

      2. Click on ADD INSTALLED ITEM ON SUBSCRIPTION 

         1. Visit Adding Installed Item to find out how to add an installed item on a subscription

         2. Visit Handling Fixed Bundle Physical Goods with Subscriptions to view how you can add fixed bundle physical goods to your subscription

            

   2. PROVIDED SUBSCRIPTION PHYSICAL GOODS AS SOLD

      1. In this section all the installed items that will be paid by the subscriber will be included. These items are retrieved via warehouses that are defined in the Job section of the inventory definition business rules

      2. Click on ADD INSTALLED ITEM ON SUBSCRIPTION 

         1. Visit Adding Installed Item to find out how to add an installed item on a subscription

         2. Visit /wiki/spaces/V4Manual/pages/9831185 to view how you can add fixed bundle physical goods to your subscription

            

   3. PROVIDED ADDITIONAL PHYSICAL GOODS

   1. In this section all the  physical goods that have been added in the Requested additional physical goods job will be included. These items are retrieved via warehouses that are defined in the Job section of the inventory definition business rules

   2. Click on ADD and select from the available options:

      1. ADD ALL REQUESTED

         1. If you select this option then all the items that were added in the Requested Physical Goods - Additional Goods section will be automatically added
            

      2. ADD FROM REQUESTED

         1. If you select this option then you can search and select to add items that you want to add, available in the requested section
            

      3. ADD EXTRA PHYSICAL GOODS 

         1. This section is available only if the fulfilment method of the job is set to "Based on Delivered Items"

         2. If you select this option then the system will load all the physical goods that have been defined as allowed physical goods on the Job Type, even if they have not been defined in the Requested section
            

         

   3.  If the good that you have added is a traceable item then you will need to define its serial number and search for it

   4. If the good that you have added is a non traceable item then you will need to define a quantity
   5. If the Physical good is a fixed bundle physical good then the components link will be made available, from where you will be able to view the items that will be added on the Job/subscription
      
      

2. EXPENSES

1. 1. Expenses can be added on the Job based on the Requested Expenses that have been defined

   2. There are 3 options to choose from
      

      1. ADD ALL REQUESTED 

         1. If you select this option then all the items that were added in the Requested Expenses section will be automatically added

      2. ADD FROM REQUESTED

         1. Once you click on the action a Search modal will open
            Only expenses available in the Requested Expenses will be available for selection

         2. Select the ones you would like to add and click on Select 

      3. ADD EXTRA EXPENSES

      4. Available only if the fulfilment method is set to "Based on Delivered Items"

         1. Once you click on the action a Search modal will open
            Only expenses available in the Allowed Expenses of the Job Type and that are not added in the Requested Expenses will be available for selection
         2. Select the ones you would like to add and click on Select 

2. ACTIVITIES

1. This section displays:
   1. Requested Activity Services
   2. Pending Activities: displays activities that are in Pending and In Progress life cycle state
   3. Closed Activities: displays activities that are completed
   4. Cancelled Activities: displays activities that are cancelled
2. You can create a new activity by scheduling a new activity if:
   1. Job fulfilment method is set to "Based on Delivered Items" 
      OR
   2. If the additional activities are not billable
      AND
   3.  Job Life Cycle State is "In progress"
3. You can modify activities by clicking on the activity number. Follow the instructions explained at Modifying Activities for further information.

Follow up Process

Go to Completing Jobs in order to complete the Job

Go to Cancelling Jobs in order to cancel the Job if required