How to setup a work order to commit inventory

How to setup a work order to commit inventory

Summary

This article explains the process for making a work order the report that commits inventory.

More Information

In order to commit inventory in the Solatech Window Covering Software you must print a report, any process report, that has been setup to commit inventory. Follow these steps to setup a work order to commit inventory.

Use the 'Solatech Work Order for Inventory' to commit inventory

  1. From the Tasks menu click Manage Process Reports.
  2. Select the category Work Orders.
  3. From the toolbar click Setup Reports.
  4. Click the Add button.
  5. Select the report 'Solatech Work Order for Inventory'.
  6. Click OK.
  7. Click OK again.
  8. Click Close.
  9. Close the Reports Center.

Use the 'Solatech Work Order' to commit inventory

  1. From the Tasks menu click Manage Process Reports.
  2. Select the category Work Orders.
  3. Select the report 'Solatech Work Order'
  4. Click the Modify button.
  5. When prompted to copy, click Yes.
  6. Enter the name of your new work order.
  7. Click OK.
  8. When the Modify Reports dialog box is shown, click the Line Items button.
  9. At the bottom of the screen click the Inventory Items button.
  10. Check the box 'Printing of this report will cause inventory to be committed'.
  11. Click OK.
  12. Click OK to close the Line Items dialog box.
  13. Click OK to close the Modify Report dialog box.
  14. You now need to assign this new report to be the one used when printing work orders. From the toolbar click the Setup Reports button.
  15. Click the Add button.
  16. Select the report you named in step 6.
  17. Click OK.
  18. Click OK again.
  19. Click Close.
  20. Close the Reports Center.

APPLIES TO

  • Solatech Window Covering Software 4.2

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