Work Orders as Special Orders

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Subject Author Date Work Orders as Special Orders Terrible Tom 11-30-2005  Re: Work Orders as Special Orders Jason Hunt 11-30-2005  Re: Work Orders as Special Orders Terrible To 11-30-2005  Re: Work Orders as Special Orders Jeff 12-01-2005  Re: Work Orders as Special Orders Butch 01-22-2006
Posted by Terrible Tom on November 30, 2005, 4:47 pm Please log in for more thread options I'm hoping that this feature/report exists and I'm just not finding it... I want to use Work Orders for Special Orders. In a perfect world the process would go like this: Create WO, Enter item(s) required. If the item does not exist in the database, use Item Code SO-DEPT SO-DEPT is a non-inventory item (I have created one for each Department). The cashier must enter the actual Make/Model in the description of SO-DEPT. Periodically, run Open Order reports to see what's what. For every SO-DEPT on an Open WO, department managers will create Items in the database then recall and modify said WOs with correct items and deleting SO-DEPT items. Questions: Will items with 0 On Hand and >0 Comitted show up on POs generated 'based on re-order information' where Reorder Pt and Restock Level are both 0? Can I generate an Open Orders report that will show me which items are already on POs and which aren't? This second question is a big one. The Boss is very interested in seeing that report. Thanks, Tom -- The worst words in business: "We''ve always done it that way" -- Stop Fishing for eMail. Posted by Jason Hunt on November 30, 2005, 6:10 pm Please log in for more thread options The process you described sounds like it should work. > Will items with 0 On Hand and >0 Comitted show up on POs generated > 'based on > re-order information' where Reorder Pt and Restock Level are both 0? No, the Reorder and Restock fields must be greater than 0 in order to trigger a PO to be generated. > Can I generate an Open Orders report that will show me which items are > already on POs and which aren't? > This would have to be a customized report. Depending on exactly what they want to see on the report, it can probably be done. -- Jason Hunt Advanced Computer Systems Posted by Terrible Tom on November 30, 2005, 8:12 pm Please log in for more thread options "Jason Hunt" wrote: > The process you described sounds like it should work. > > > Will items with 0 On Hand and >0 Comitted show up on POs generated > > 'based on > > re-order information' where Reorder Pt and Restock Level are both 0? > > No, the Reorder and Restock fields must be greater than 0 in order to trigger > a PO to be generated. I think that a Reorder Pt of 0 is OK, but Restock Level must be 1 or more. In my case, what I want is the ability to generate a PO (or at least a report) for items where committed > on hand. I can easily filter by Committed or by On-Hand, but don't see a way to filter by comparing the two. Yes, I could use a query but I'm hoping to make this friendly for regular folks--folks whom I do not want running queries. > > Can I generate an Open Orders report that will show me which items are > > already on POs and which aren't? > > This would have to be a customized report. Depending on exactly what they > want to see on the report, it can probably be done. In the standard Work Orders - Detailed report, the default is to display Open Orders only. In the show/hide columns there are two fields that interest me: "Qty Ord." and "Qty on Ord." As far as I can tell, these two fields are identical. What I want is for the "Qty Ord." to be the qty on the actual WO and for "Qty on Ord." to be the number on POs. From the descriptions, what I want is what you might expect. In reality, "Qty on Ord." has nothing to do with the field Item:Inventory:On Order. Posted by Jeff on December 1, 2005, 12:12 am Please log in for more thread options TT, 0 & 0 are both OK. When RMS sees a committed it orders it. For the report, download the Inventory Information and Purchase Order Estimation report from the link below; http://tinyurl.com/42qqo I don't think the Work Order (Detailed) report will work for you. You may wish to tweak the II&PO report a little, I added an additional filter to the report, Qty to Order > 0. Also there is a minor calculation bug for MPQ to Order. The Purchase Order creation orders correctly though. Another thing to remember is to assign a Supplier to the product otherwise RMS won't order it, unless you create a manual P.O. or manually add it to an existing one. It _is_ on the report though. Also the question about the WO report. Qty Ord. is what the original WO had on the order. If the customer had received some of the product the Qty on Qrd is what's left to be picked up. You make wish to tweak that report too and change the column headers. I changed it to Qty Ordered and Qty Delivered and Qty Outstanding. -- * "Jason Hunt" wrote: > The process you described sounds like it should work. > > > Will items with 0 On Hand and >0 Comitted show up on POs generated > > 'based on > > re-order information' where Reorder Pt and Restock Level are both 0? > > No, the Reorder and Restock fields must be greater than 0 in order to > trigger > a PO to be generated. I think that a Reorder Pt of 0 is OK, but Restock Level must be 1 or more. In my case, what I want is the ability to generate a PO (or at least a report) for items where committed > on hand. I can easily filter by Committed or by On-Hand, but don't see a way to filter by comparing the two. Yes, I could use a query but I'm hoping to make this friendly for regular folks--folks whom I do not want running queries. > > Can I generate an Open Orders report that will show me which items are > > already on POs and which aren't? > > This would have to be a customized report. Depending on exactly what they > want to see on the report, it can probably be done. In the standard Work Orders - Detailed report, the default is to display Open Orders only. In the show/hide columns there are two fields that interest me: "Qty Ord." and "Qty on Ord." As far as I can tell, these two fields are identical. What I want is for the "Qty Ord." to be the qty on the actual WO and for "Qty on Ord." to be the number on POs. From the descriptions, what I want is what you might expect. In reality, "Qty on Ord." has nothing to do with the field Item:Inventory:On Order. Posted by Butch on January 22, 2006, 11:30 am Please log in for more thread options Jeff, Could you explain to me how RMS creates a PO when it sees a committed order. I can not figure it out. Thanks Butch > TT, > > 0 & 0 are both OK. When RMS sees a committed it orders it. > > For the report, download the Inventory Information and Purchase Order > Estimation report from the link below; > http://tinyurl.com/42qqo I don't think the Work Order (Detailed) report > will work for you. > > You may wish to tweak the II&PO report a little, I added an additional > filter to the report, Qty to Order > 0. Also there is a minor calculation > bug for MPQ to Order. > > The Purchase Order creation orders correctly though. > > Another thing to remember is to assign a Supplier to the product otherwise > RMS won't order it, unless you create a manual P.O. or manually add it to an > existing one. It _is_ on the report though. > > Also the question about the WO report. Qty Ord. is what the original WO had > on the order. If the customer had received some of the product the Qty on > Qrd is what's left to be picked up. You make wish to tweak that report too > and change the column headers. I changed it to Qty Ordered and Qty Delivered > and Qty Outstanding. > -- > * > "Jason Hunt" wrote: > > The process you described sounds like it should work. > > > > > Will items with 0 On Hand and >0 Comitted show up on POs generated > > > 'based on > > > re-order information' where Reorder Pt and Restock Level are both 0? > > > > No, the Reorder and Restock fields must be greater than 0 in order to > > trigger > > a PO to be generated. > > I think that a Reorder Pt of 0 is OK, but Restock Level must be 1 or more. > In my case, what I want is the ability to generate a PO (or at least a > report) for items where committed > on hand. I can easily filter by > Committed or by On-Hand, but don't see a way to filter by comparing the two. > Yes, I could use a query but I'm hoping to make this friendly for regular > folks--folks whom I do not want running queries. > > > > Can I generate an Open Orders report that will show me which items are > > > already on POs and which aren't? > > > > This would have to be a customized report. Depending on exactly what they > > want to see on the report, it can probably be done. > > In the standard Work Orders - Detailed report, the default is to display > Open Orders only. In the show/hide columns there are two fields that > interest me: "Qty Ord." and "Qty on Ord." As far as I can tell, these two > fields are identical. What I want is for the "Qty Ord." to be the qty on > the > actual WO and for "Qty on Ord." to be the number on POs. From the > descriptions, what I want is what you might expect. In reality, "Qty on > Ord." has nothing to do with the field Item:Inventory:On Order. > > Similar Threads Posted partial pickup of Work Orders (special orders) March 14, 2006, 9:09 pm Sales tax & work-orders, back-orders January 24, 2006, 1:06 pm Converting Work Orders into Purchase Orders December 30, 2007, 6:38 pm work orders to purchase orders November 2, 2005, 11:31 am special orders October 10, 2006, 2:07 am Special Orders and Customer Information June 8, 2006, 10:54 am Work Orders June 22, 2005, 11:31 am Work Orders June 22, 2005, 12:01 pm Work Orders Help February 24, 2006, 9:47 pm Work Orders March 21, 2007, 7:20 pm