The Jobs tab is used to link a Customer with their Jobs.

Jobs

Before a STRATUS Customer’s job can be linked to a Supplier’s Branch, the following must happen:

1. The Supplier has added branches to their portal. See the Branches section.

2. The STRATUS Customer has configured a job (project) in STRATUS, to use the Supplier as one of the possible Suppliers that will receive orders.  This topic is not covered in this guide.

3. The Supplier will receive a notification that the STRATUS Customer wants the Supplier to link a Supplier Branch to the job.

4. IMPORTANT: The Supplier must set the customer Identifier (see the Customers section).

5. The Supplier must link one or more branches to the STRATUS Customer’s job.

The following is how a Supplier Branch is linked to a STRATUS Customers job.

1. Login to the Supplier Portal and click the Jobs tab. The Jobs page will display. This page will display STRATUS Customers and the job(s) where they have selected the supplier to receive orders.

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2. Expand the company to display its jobs. Each Job will display a Job Name, Job Number, and Address. Jobs are automatically populated from STRATUS.

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3. Expand a job to display additional information. Information is automatically populated from STRATUS.

    

4. To assign a branch to the job, click the green Plus button. The Add New Job Link dialog will display.

   1. Active - When checked the branch is active and can receive orders.

   2. Display Name – Seen by the customer in STRATUS.

   3. Account Name – Enter the Account Name.

   4. Account Number – Enter the Account Number.

   5. ERP Account – Enter the ERP Account.

   6. Branch – Select the branch supplier that will be linked.

   7. Availability Enabled? – enables the action in STRATUS

   8. Quote Enabled? – enables the action in STRATUS

   9. Purchase Order Enabled? - enables the action in STRATUS

5. Save - Saves your changes.

6. Refresh the Jobs to display the new Job link. The branch information will display as a child of the Job (Project). The STRATUS Customer can now select the Supplier Branch for purchasing transactions using the Purchasing module in STRATUS.

7. Repeat these steps to link additional supplier branches to the Job (Project).

8. Click the Edit button to edit the Job Link. For example, you may want to change the supplier branch linked to a job.