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is there anyway to link the work order and purchase order so any employee looking at a work order can see what items have been ordered?
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Short answer - no, out of the box RMS store operations does not have a way to link a workorder to a purchase order. If this is a business requirement, you will need to do some development work on a custom report, and also track the workorder number in one of these three fields not currently used on the PO header.
Requisitioner NVARCHAR(20)
ConfirmingTo NVARCHAR(20)
Remarks NVARCHAR(30)
Workorders are tracked in the ORDER (type = 2) and ORDERENTRY tables, joined at ORDER.ID = ORDERENTRY.ORDERID; purchase orders in the PURCHASEORDER and PURCHASEORDERENTRY tables, joined at PURCHASEORDER.ID = PURCHASEORDERENTRY.PURCHASEORDERID.
The link would be to save the workorder ID in one of the three fields not currently used of the PO mentioned above. Then, your LEFT joins from the workorder tables, in addition to the above, will be
[ORDER].ID = PURCHASEORDER.REQUISITIONER (or whichever of the other two you use)
ORDERENTRY.ITEMID = PURCHASEORDERENTRY.ITEMID
Your business partner should be able to help you move forward with this information. Hope this helps.
There are add-ons that provide this function that work in POS or Manager.
Hello,
Both answers thus far are completely accurate. It may be possible to accomplish through a modified report or it may also be possible through a third party plug in.
You can run Store Operations Manager, Reports, Quotes/Orders. Work Orders - Detailed then double-click on an Item Lookup Code to view Inventory tab, On order. This is not very useful though as you have to view each item to determine which products have been ordered.
Perhaps a report expert on the forum can advise how to add "Qty on PO" to this report?
That would be a simple way to determine which items are on order at a glance.
This plug-in appears to identify items on order for open work orders in either POS or Manager. www.digitalretailer.com/.../DRSSOTracker-PDF.pdf
We have used a pretty cool module from Davidson-Richards for this (Quotes & Orders) that even lets you take a WO to a PO too, but not sure if they are still doing this, trying to find out myself.
DRS has a Special Order tracker that does this too.
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