Raising Purchase Orders for Spare Parts
When entering Work Sheets before the work that they represent has been carried out, you should check the stock levels of any
Stocked Items (i.e. spare parts), and raise Purchase Orders if there is a shortfall. This can be done in one of two ways:
- Use the 'Item Status' function on the Operations menu to see the current stock situation of the Items in the Work Sheet.
- If you have prevented Over Delivery using the option in the Stock Settings setting, Hansa will not allow the approval of Work Sheets if there is insufficient stock.
To raise a Purchase Order, return to the Work Order from which the Work Sheet was generated. The easiest way to do this is to select
'Open Work Order' from the Operations menu. On the Operations menu of the Work Order there is a 'Create Purchase Order' function. This looks at all Work Sheets related to the Work Order, compares their spare part requirement (i.e.
Stocked Item requirement) with stock levels and generates a Purchase Order for the difference. Please refer to the page describing the
'Create Purchase Order' Operations menu function for full details.
