RO Maintenance & Attachments — Tips

RO Maintenance & Attachments — Tips & Tricks

What this screen is for. Manage, edit, and track a Requirements Order's lines, quantities, POs, and attachments in one place.

What you do here

• Type a value in Adj Quantity and click away to auto-save; BOM + Adj Required updates.
• Edit or clear the header Required Date by clicking in, changing, then clicking away.
• Click the Held badge to jump to the Issues screen filtered to this order.
• Use the All, Open only, Adjusted, Non-inventory only, or Cancelled chips to filter lines.
• Click the ▼ at a line's left to view PO links, movement history and refresh history.
• Fill PO number, vendor, quantity, cost and delivery date under PO Links, then click Add PO reference.
• Attach header-level files in the Attachments box, or click the paperclip icon for line-level files.
• Pick a Class from the list if it shows - none - outlined in red before raising a PO.
• Click remove next to a PO reference or file to unlink or remove it from the list.

Watch out

• A held line never blocks the rest of the order; other lines can still be picked and ordered.
• Delete RO fails if the order has issued material or pick activity; cancel it instead.
• PO Links boxes only appear on non-inventory lines; stock SKUs are restocked by the workbench instead.
• A PO reference from the overnight QuickBooks sync reappears after removal if that PO line still exists.