Tip
In order to find out items on order whose BOM is not ready, the best way is to enable the dashboard which shows the pending figure and also allows you to click and see the list. Thos dashboard must be configured to Design department users.
Did you know?
Did you know that when you add Items to a PO, there is a link to open Items pending on PR. The link takes you to a filter which allows you to filter the Purchase Requisitions in multiple ways and pull all the items quickly into the PO in one go. It is a huge time saver.
Article
Sales Best Practices with OurSys ERP
This article outlines key best practices for maintaining master data, managing leads, handling enquiries and quotations, and booking sales orders effectively in OurSys ERP.
Read the full article
Case Study
Using Mandatory Uploads Setting of OurSys
Customer Introduction:
This customer is a machine manufacturer and provides post sales service support to their customers.
Challenge
When a service complaint is closed, the service engineer takes signature of the customer on Service Report. The engineer is ideally supposed to upload the report in OurSys against the service. But engineers tend to forget or ignore. Thus critical proofs of service closure acceptance were missed.
The Solution:
We developed a feature in OurSys where the admin can set Mandatory documents to be uploaded against a given transaction record. Once this is set, the transaction does not get completed, until the required documents have been uploaded.
The Result / Benefits:
This ensured that the Service Closure report with customer signature got uploaded.
his feature is available for other documents such as Sales Orders and Purchase Orders. For example, you can make Customer Purchase Order upload mandatory for every Sales Order booked in OurSys.