Create PO
- Create PO is a sales order sublist field that create purchase order automatically when user selects Drop Ship/ Special Order from the sublist field.
- After approving the sales order, the document number hyperlinked to respective purchase order will display there.
- Create PO will automatically set value as Drop Ship, if Drop Ship Item checkbox is checked in item record.
- Create PO will automatically set value as Special Order, if Special Order Item checkbox is checked in item record.
- In order to have a Purchase Order automatically created when a Sales Order is Saved, Item must have a Purchase Price and Preferred Vendor.
- Purchase order will create for entered quantity for the item in sales order. i.e., entered quantity will be backordered without committing any.
- Once sales order is approved, Create PO sublist field will be disabled in edit mode. In view mode, a text will be displayed as hyperlinked so that user can create purchase order manually.
Create WO
- Create WO is a sales order sublist checkbox field that create work order automatically when user check the field.
- After approving the sales order, the document number hyperlinked to respective work order will display there.
- Create WO will automatically check if Special Work Order checkbox is checked in item record.
- In order to have a work order automatically created when a Sales Order is Saved, Item must be assembly item and mark the Master Default checkbox for any Bill of Materials record.
- Work order will create for entered quantity for the item in sales order. i.e., entered quantity will be backordered without committing any.
- Once sales order is approved, Create WO checkbox field will be disabled in edit mode. In view mode, a text will be displayed as hyperlinked so that user can create work order manually.