Work Orders (Accounts)

Open this page to configure settings that influence billing and invoicing. The Billing page has two main sections.

General

• Barcode Scanning - Check the box to receive orders with barcode scanning. Uncheck to enable paper/UI-only receiving.

• Auto Generate Work Order Number - If enabled, the platform automatically creates a work order number if not specified. If disabled, staff must manually enter a number when creating a work order.

• Work Order sequence - Enter a code to auto generate a user-defined sequence. Click here to learn about sequencing.

Replenishment

These fields configure settings for the Replenishment feature.

• Replenish on Pick Ticket Creation - DVU automatically generates a work order when two conditions are true: a) the available quantity of an item in pickable locations is at or below the threshold quantity, and b) a user generates a shipping order that includes the specific item. This is the default setting.

• Replenish on Pick Ticket Completion - This option is under development.

• Mode - Set the replenishment mode: FIFO, LIFO, or FEFO.

General Validation

• Restrict Duplicate Work Order Numbers - If enabled, the user must enter a unique work order number before saving. Some clients have a limited range of work order numbers and might need to reuse older numbers when the range loops back to the beginning. In that environment, do not check this box.

• Require User Defined fields - Check a box to add a required field on the Work Order page. If required fields are blank, the user cannot save.

Complete Validation

• Require User Defined fields - Check a box to add a required field on the Work Order page. If required fields are blank, the user cannot save an order when the status changes to Complete.