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Purchase orders from Job Cards

  • 1.  Purchase orders from Job Cards

    Posted May 03, 2019 10:22 AM
    ​​Good Morning,
    Does anyone know how to do a purchase order directly from the Job Card.

    Thank you,

    Lynsey White
    Fireball Equipment Ltd.
    Edmonton AB

  • 2.  RE: Purchase orders from Job Cards

    Posted May 07, 2019 12:07 AM
    It can be done through the Requisition Worksheet.  First, go to the Job Planning Lines and enter the item and quantity.  Click the Usage Link box for that item.  This will allow the item and quantity to then be included on the requisition worksheet.  Creating PO's directly from the Job Planning Lines would require customization (I believe).

    David Wiser
    Project Manager/Solution Architect
    Beck Consulting
    Seattle WA

  • 3.  RE: Purchase orders from Job Cards

    Posted May 07, 2019 08:19 AM
    Expanding on David's suggestion, the Requisition Worksheet can give you a a purchase suggestion tied to a Job running the "Calc. Plan" function.  It does require you to use the "Order" Reordering Policy for the Item.  I would encourage you to thoroughly test this process as the Order policy will set a reservation against the Item, and does not factor in Inventory (Qty. on Hand) of the Item.  Very common scenario in a lot of Job Shops, but something you want to be aware of.

    The ability to create the PO (Req. Worksheet Lines) directly from the Job requires a customization.  If you are going to start customizing Jobs, I would encourage you to look at some of the available add-on products for Jobs.

    Ben Baxter
    Accent Software, Inc.
    carmel IN

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