Links from SO to Job and vice-versa
When a job is created from the SO, the job number should become a link to quickly revert to the job. Same with the Job, the SO should be easily accessible with with a link without searching backwards and at a minimum the job should call out the SO it is attached to!
Copying and pasting jobs to the job screen and vice versa is something other ERPs I have used have, it's a bunch of repetitive steps all day that eat up small chunks of time, but ultimately- a lot of time.
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Paul Sawyer
- May 12 2017
- Planned
Related ideas
Very useful! Would be great to have the sales order easily visible without having to print the job to see the number.
How is the planning going on this project.
This would be a great addition to the program.
Do you have a release date?
Last comment 8/17/2018
Having visibility of the allocation is also lacking. Overall workflow, in general, has MANY inconsistencies.
For example, If you'd like to see the total allocation for a part - the current workflow is as follows:
Open yet another Module
Sys Adm > Material (type or paste material ID) > Tab > Balance tab > click on the same icon that is in the sales order module....
Just add the information that is in the Material module, or ADD another button...
Agreed. A quick-open button would be great! Also, it would be nice to be able to see which Sales Order is linked to a specific job--from the Job Module. You can see which job is linked to a Sales Order from the Supply Tab of the Sales Order. And you can discover the linked sales order number by print previewing the Job Traveler. And you could go into ShopView to find out the Sales Order that is linked to the job--but is there anywhere you can look in the Job Module to find out the Sales Order number that job is linked to? We try to put it in the Customer PO field, but would love for that to be automated. If data entry persons neglect to enter that SO number in the Job field--it is kind of tricky for some users to discover the link between the two..
Agreed. The link between jobs and sales orders is lacking.
Yes!! This would be a massive time saver!
A hyperlink or right click to allow opening in a new window would be awesome! We lose a lot of time copying and pasting numbers that should be clickable to open in another module.