New registrations can be created from and to the work order. These include new item requirements, purchase order, sales order, production order, purchase requisition, request for quotation, sales agreement, purchase agreement. 

This function can be found on the work order task line > Item tasks tab. 

 

During the process of previously creating tasks to be used on this work order line, a Status group should have been setup. A status group is where setup can be done to allow/disallow certain registrations (and journals) depending on the current status/stage of the work order or disallow registrations completely.  

 

 


Standard procedure

1. Go to Work order project planning > Work orders > All work orders.
2. In the list, click the link for the selected work order.
3. Click Item tasks on the work order line tab.
4. Choose a registration to add to the work order task.
5. Continue with the registration process.

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