Part actions

The part toolbar carries the day-to-day production actions (which appear depends on the part’s type and stage):

• Change Delivery Date — reschedule the part; logged on the Delivery Date Changes tab.
• Add Site Glazing — book an on-site glazing visit for the part.
• Attach Paperwork — attach drawings and worksheets via the Factory Paperwork Manager.
• Import Items / Move Items — pull items in from the won estimate, or shift them to another part.
• View Lead Time / View Pre-Production Orders — see how the delivery date is worked out, and what needs ordering.
• Reports — open the part’s print preview (job bag, work order, cutting sheets, labels).
• Cancel Job Part — cancel the part with a reason.

Step by step

The actions in detail

Change Delivery Date

Reschedule the part and keep an audit trail of why.

1. On the part toolbar, click Change Delivery Date (the clock icon).
2. Set the New Start Date and New Delivery Date, and pick a Reason — the change is logged on the part’s Delivery Date Changes tab so you can see whether slips were customer-caused or internal.
3. OK.

Cancel Job Part

Take a part out of production with a recorded reason.

1. Click Cancel Job Part (the ✕ icon).
2. Choose the Scope — Just this part, or widen it to the whole job — then pick a Cancel Reason and add any Notes.
3. Cancel Job Part to confirm.

Add Site Glazing

Book an on-site glazing visit for the part.

1. Click Add Site Glazing (the ＋ icon).
2. Confirm — a site glazing schedule is created with the defaults from Job Settings, ready to plan on the Site Glazing board.

View Lead Time

See exactly how the delivery date was worked out.

1. Click Lead Time (the magnifier/clock icon).
2. The breakdown shows the Base Lead Time Days, the Longest Product (special-order items push the date out), Non Working Days, Product Extension Days, and the resulting Calculated Delivery Date — so a promised date is never a guess.

View Order Information

Check what needs ordering for the part and what’s arrived.

1. Click Order Information (the magnifier icon).
2. The Rows tab lists each ordering task — Order Glass, Hardware, Liners, Metal — with its supplier, Order Due Date, and Ordered / Received ticks. The Documents tab holds the related purchase paperwork.