For work orders, when you add work order parts, the part picker now shows a Stock? switch. You can set this to YES or NO:
This switch indicates if a part is stocked in a warehouse or not. By default, the switch is YES, which means it is a stocked part. Stocked parts have a warehouse and are issued from that warehouse’s available stock.
If the switch is set to NO, it is a non-stocked part and does not have a warehouse. Non-stocked parts are ordered from a direct expense purchase order. These are received (receipt + part issue) into a work order.
When picked parts are added to a work order, the stocked parts show their warehouse, non-stocked parts do not show a warehouse. This is shown on the Parts tab:
The parts ledger creates records for only stocked parts (non-stocked parts are excluded):
When you create a purchase order for the work order, only non-stocked parts are shown:
After creating a direct expense purchase order for the non-stocked parts and receiving them, Managely creates a part issue that updates the existing work order parts.
Here is an example:
A work order needs 5 cameras and 2 panels. The cameras are stocked in a warehouse and there are enough for the work order. The panels are not stocked. A user adds the cameras to the work order and sets the Stocked switch to YES. The user adds the panels to the work order and sets the Stocked switch to NO. Then the user creates a direct expense purchase order from the work order that includes the 2 panels. When the purchase order is received (the receipt created and the purchase order resolved), the 2 panels are automatically issued to the work order.
Here is another example with a stocked part that does not have enough in the warehouse for the work order:
A work order needs 8 cameras. The cameras are stocked in a warehouse, but there are only 5 in the warehouse. A user adds the cameras to the work order and sets the Stocked switch to YES. Then the user adds the cameras to the work order again for the 3 needed, but sets the Stocked switch to NO. The user creates a direct expense purchase order from the work order that includes the 3 cameras needed. When the purchase order is received (the receipt created and the purchase order resolved), the 3 cameras are automatically issued to the work order. If the cameras should be stocked in the warehouse, a user can create a purchase order from the warehouse for the quantity that should normally be stocked.