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Status Submitted
Created by Guest
Created on Dec 4, 2024

Introduce an organization-level setting to consolidate all material needs into a single inventory usage document for work orders with multiple tasks

Current Behavior: 

When creating a work order with tasks under the Plans tab and associating materials with these tasks, the system currently handles inventory usage as follows:

  • If materials are not linked to any task, all material needs are consolidated into a single inventory usage document upon work order approval.
  • If materials are linked to specific tasks, separate inventory usage documents are created for each task. For example, materials linked to Task 10 are grouped into one inventory usage document, and materials linked to Task 20 are grouped into another. Materials without a task connection are grouped into a separate inventory usage document.

This behavior is beneficial for work orders with tasks spread over a longer period, allowing materials to be issued at different times. However, for work orders where tasks occur in close succession, it would be more efficient to consolidate all material needs into a single inventory usage document, while also keeping the connection to the tasks.

Proposed Enhancement: 

Introduce an organization-level setting under Inventory Options > Inventory Defaults to control the creation of inventory usage documents for work orders with multiple tasks. The setting could be a checkbox labeled "Create separate usage documents for each task." which would by default be checked. 

Functionality:

  • When the checkbox is checked, the system will maintain the current behavior, creating separate inventory usage documents for each task.
  • When the checkbox is unchecked, the system will consolidate all material needs into a single inventory usage document, regardless of task associations.

Benefits:

  • Provides flexibility to organizations in managing inventory usage based on the nature of their work orders.
  • Enhances efficiency for work orders by reducing the number of inventory usage documents created.
  • For organizations that frequently handle work orders with tasks occurring in close succession, this enhancement will streamline the process by consolidating all material needs into a single inventory usage document, reducing administrative overhead and improving operational efficiency.
Idea priority Medium
Needed By Month