Skills & Training / Automation Skills Automation Skills
Move the whole workflow forward. Connect the business steps—from source information to reviewed records, documents and useful handoffs.
Paid add-on Skills pack Requires Trident Automation (Act) 11 defined outcomes
Trident launch expected December 2026. Explore the planned Skills catalogue. These are high-level outlines, not final operating procedures or confirmed availability. Individual Skill availability will be confirmed for your rollout.
Productivity Skills Automation Skills Training & Support Included Workflows FIND THE BUSINESS OUTCOME
Automation Skills Search this pack
All areas Finance Manufacturing Order entry Quoting
11 of 11 Skill outlines
Finance Finance SK-205
Turn selected pack lists into JobBOSS AR invoices, invoice PDFs and email drafts ready for your review.
You provide Pack list numbers or a shipment selection, invoicing preferences and the intended customer contacts.
The result AR invoice records, matching PDF documents and unsent email drafts in your connected email service or on screen. Workflow outline + Select the pack lists Identify the shipments to invoice and review anything already invoiced or needing attention.
Review the proposed invoices Confirm grouping, dates, customer details and amounts before approving creation.
Create the AR records Create the approved invoice records in JobBOSS and return their references.
Generate the invoice PDFs Prepare the matching invoice documents for the reviewed records.
Prepare the email drafts Draft the messages with their invoice documents in your connected email service where supported, or present the text and PDFs on screen for review.
You review and send the messages. Automatic sending is not part of this definition; invoice posting is a separate decision.
Finance
Bring supplier invoice information through matching and review into unposted JobBOSS AP records.
You provide Supplier invoice documents or structured invoice data, with relevant vendor and purchase-order references.
The result Reviewed unposted AP invoices and a clear list of unresolved differences. Workflow outline + Provide the invoices Identify the documents or structured invoice data to process.
Match the purchasing context Review vendor, purchase-order and receipt references where applicable.
Resolve and approve Check amounts, coding and exceptions before approving invoice creation.
Create and verify Create the approved unposted AP records and summarize the results.
The outcome is reviewed AP preparation. Posting and any source-system connection are separate from this outline.
Manufacturing Manufacturing
Prepare and carry out material issues for a selected group of jobs instead of treating every pick as a separate task.
You provide The jobs or group of work, material requirements and the quantities and locations to use.
The result Approved material issues recorded with a job-by-job results and exception summary. Workflow outline + Select the work Choose the jobs or group of work requiring material.
Prepare the issue list Review requirements, remaining quantities and intended stock locations.
Approve the picks Resolve shortages or substitutions and confirm the material issues.
Issue and reconcile Record approved picks and verify the resulting job and stock activity.
Manufacturing SK-208
Use relevant historical work as a starting point, then adapt it to the current requirement before creating a new job.
You provide A source job or part requirement, with the quantities, dates and changes needed for the new work.
The result A new job based on reviewed historical structure rather than an unchecked copy. Workflow outline + Choose the starting point Find and confirm a suitable historical job.
Adapt the proposal Review the differences in quantity, routing, materials and dates.
Approve the new work Confirm the intended structure and resolve inherited assumptions.
Create and compare Create the approved job and summarize the differences from its source.
Manufacturing SK-209
Develop a proposed bill of materials from requirements, supplied documents and useful history.
You provide The manufacturing requirement, source documents and any relevant previous work.
The result A reviewed BOM proposal and, after approval, the corresponding material structure. Workflow outline + Understand the requirement Establish the product or job and the information available.
Build the material proposal Combine supplied requirements with relevant material and manufacturing history.
Resolve and approve Check quantities, units, assumptions and missing items.
Create and verify Apply the approved structure and return the final requirements.
Manufacturing SK-210
Develop a manufacturing routing from the work requirements and relevant prior experience.
You provide Part or job requirements, source documents and useful historical routings.
The result An approved operation sequence with its intended work centers and estimating basis. Workflow outline + Define the manufacturing task Identify the work, constraints and useful source information.
Build the routing proposal Develop the operation sequence and review relevant work-center and time context.
Review the assumptions Resolve manufacturing choices and approve the intended routing.
Create and verify Apply the approved operations and return a clear routing summary.
Order entry Order entry SK-202
Translate a customer purchase order into reviewed JobBOSS jobs without re-entering the same order information.
You provide A customer PO or order document and relevant customer, part and manufacturing context.
The result Approved jobs created with an order-to-job summary and unresolved items identified. Workflow outline + Read the customer order Identify the customer, parts, quantities, dates and commercial requirements.
Resolve the manufacturing context Confirm the appropriate part, revision and useful job or template history.
Review and approve the jobs Check the proposed job structure and clarify ambiguous requirements.
Create and verify Create the approved jobs and reconcile them to the source order.
Explore the draft workflow guide → Order entry SK-206
Convert customer order documents into the appropriate JobBOSS sales-order structure.
You provide A customer order document and the relevant customer, part and delivery requirements.
The result Approved sales-order records with the source order and created references reconciled. Workflow outline + Interpret the order Extract the customer, lines, quantities and delivery requirements.
Resolve the record matches Confirm customer and part references and clarify conflicting details.
Review and approve Check the proposed order and line structure.
Create and reconcile Create the approved sales order and summarize the result.
Order entry SK-207
Carry an accepted quote into a reviewed production job while accounting for the quantities and changes actually ordered.
You provide The quote, ordered quantities, required dates and any agreed changes.
The result Created jobs aligned to the accepted commercial and manufacturing scope. Workflow outline + Confirm the accepted scope Identify the quote, quantities and agreed changes.
Prepare the job proposal Review routing, material and date implications.
Approve the conversion Confirm the proposed production records.
Create and verify Create the approved jobs and compare them with the accepted scope.
Quoting Quoting SK-213
Turn an incoming RFQ into an organized quote-ready brief with the right customer and part context.
You provide An RFQ email, document or drawing and any relevant customer instructions.
The result A reviewed request summary with matched history, missing information and a proposed quote starting point. Workflow outline + Read the request Identify the customer, parts, quantities and requested response.
Find useful context Review relevant customer, part and previous-quote information.
Resolve the gaps Clarify missing specifications, delivery expectations or commercial details.
Prepare the handoff Return the quote-ready brief and the proposed next action for review.
Quoting SK-214
Bring requirements, manufacturing context and your pricing rules together into a reviewable quote.
You provide A quote request, relevant history and the costing and pricing rules to apply.
The result An approved quote proposal with the manufacturing and commercial basis made clear. Workflow outline + Establish the quote scope Confirm the request, quantities and relevant business rules.
Build the estimate Develop material and routing context using available cost information and useful history.
Review pricing and exceptions Check the proposed price, margin basis and unresolved assumptions.
Approve and prepare the quote Create or update the approved quote and verify the result.
A connected workflow. Clear decisions. Automation Skills connect several business stages. Records, documents and communications remain distinct outcomes, with review at the points where your decisions matter.
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