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Status Future consideration
Created by Guest
Created on Mar 5, 2024

Work Order Tracking - new action Create PR for direct issue materials and services

In the Work Plan Materials and Services an item can be marked as Direct Issue with/without a vendor. When the Work Order has reached approved status and there are direct issue planned materials and services without a PR/Line reference, then the new action will create the PR(s) grouping by Vendor. If Vendor field is null for one record, then it still creates a PR with null vendor. This should use a new action that can be used by Workflow so that the process can be automated, or added to an Escalation if Workflow is not being used. But the manual action should also be provided.

The process where you need to go to Inventory and use Reorder Direct Issue Itm/Svcs, or wait for a Cron Task delays the creation of the PR and the process is disjointed. It also suffers because there is no flexibility in the reorder process, work orders for the same vendor are grouped on the PR (separate lines). There is no ability to have a PR created for each work order which is needed when the purchasing approval is performed on the PR by the department that owns the asset that is referenced on the work order, in this case you need one PR (or multiple) per work order without mixing multiple work orders on the same PR.

Idea priority High
Needed By Not sure -- Just thought it was cool
  • Admin
    Péter Keres
    Reply
    |
    Sep 18, 2024

    Thank you for your submission. We will be considering this enhancement for a future update to the way PRs are generated for Work Orders.