Creating work orders when purchasing items on job plans

You can specify that a work order is created when any quantity of an item on a job plan is specified on an approved purchase order. Instead of being stocked in a storeroom, these items are issued directly upon receipt to an asset, location, or work order.

Procedure

  1. In the Job Plans application, select the job plan for which you want to create a work order when purchasing an item.
  2. On the Work Assets tab, specify a value for the item.
  3. Select the Create WO When Purchasing This Item check box.
  4. Specify the work type for the work order that will be created.
  5. Save your changes.