Loom video: https://www.loom.com/share/549e465671a04daeb22f9f52291ea2ec?sid=9baeaabe-50d9-4893-9786-64768c57b4aa
Objective
To effectively create and manage purchase orders for new equipment and kits using the EMT system, ensuring proper approval processes and seamless integration with the kit room.
Key Steps
Accessing Outgoing Purchase Orders:
Stop the server and navigate to the financial tab.
Locate the outgoing purchase orders section.
Customize settings for approval emails, user exclusions, and division-specific approvals.
Set the purchase order to read-only when approved.
Setting User Approval Limits:
Access user profiles to set purchase order approval limits based on purchase order types (e.g., CapEx, cross hire).
Modify user profiles to align with specific purchase order approval limits.
Creating Purchase Orders:
Select the type of purchase order (based on user profile settings).
Fill in details such as supplier, collection, and return dates.
Choose the approval status and create a check-in for new objects.
Managing Object Classes and Custom Objects:
Create object classes if needed before adding new objects to purchase orders.
Differentiate between buying new objects and buying custom objects based on the kit room's requirements.
Checking in Objects:
Receive incoming items by setting and verifying inventory numbers.
Use barcode scanning for efficient inventory management.
Update status based on received items and manage partial returns if applicable.
Adding Serial Numbers:
Set up equipment object templates to include serial number fields.
Scan and input serial numbers for each object during the check-in process.
Workflow Completion:
Close purchase orders once all items are checked in and serial numbers are added.
Verify object creation in the object manager for tracking and management purposes.
Cautionary Notes
Ensure user profiles are updated with accurate approval limits to avoid delays in the purchase order approval process.
Double-check supplier information and dates to prevent errors in the purchase order creation.
Maintain consistency in object class creation to streamline the addition of new objects to purchase orders.
Tips for Efficiency
Utilize barcode scanning for quick and accurate inventory management during the check-in process.
Set default equipment object templates to include essential fields like serial numbers for efficient data entry.
Regularly review and update purchase order statuses to track progress and ensure timely completion of workflows.
Link to Loom
https://loom.com/share/549e465671a04daeb22f9f52291ea2ec?src=composer