You can calculate the requisition worksheet plan based on dates and item details. Is there any way to be able to limit the plan to look at particular sales orders or jobs so the worksheet is populated with more specific details?
You can calculate the requisition worksheet plan based on dates and item details. Is there any way to be able to limit the plan to look at particular sales orders or jobs so the worksheet is populated with more specific details?
I expect this to be part of Essential. However I see that one table is missing in license and that may prevent you from using it feature. You should be able to try it with sandbox and decide if this feature will address your requirements.
There are many business cases where this would apply so I will just share a little information on this one. I was not able to find a filter by sales order of job no. when calculating the plan for the requisition worksheet. It would be interesting to know the effort required to customize the filter to include an option for a SO or JOB#.
A purchase order can be created directly from a sales order via the command bar > More options > actions > Functions > Create Purchase Document. Hopefully the group can share some additional tools that can be used when buying for jobs.
Is this feature part of the Essential or Premium license?
There is an alternative way(s) of doing planning, see article Plan for New Demand Order by Order docs.microsoft.com/.../production-how-to-plan-for-new-demand