Multiple Item Work Ticket Link
Enter the number of the work ticket for which you're ordering the items. Click the Lookup button to view all work tickets.
Enter the step number from the linked work ticket for which you're ordering the line item. Click the Lookup button to view all of the step numbers.
Select this check box to link the line to the selected work ticket and step. Use the buttons to the right of the grid to select or unselect all lines.
After selecting one or more lines, you can:
Click Link Lines to link the selected purchase order line(s) to existing work ticket lines. Sage 100 then searches for the matching work ticket lines to link to.
The following criteria is used to match a purchase order line to a work ticket line:
- The item codes must be the same.
- The quantity allocated for the work ticket line must be zero.
- The work ticket line cannot already be matched to a different purchase order line.
- For inventory items, the warehouse code must be the same on the purchase order line and the work ticket line.
- The unit of measure must be the same on the purchase order line and the work ticket line.
- For special items, the item description must be the same on the purchase order line and the work ticket line.
- For miscellaneous items, the item code and unit of measure must be the same on the purchase order line and the work ticket line. If there are several possible matches, the Available Lines for Linking window opens automatically so that you can either select which work ticket line to link or create a new line for the work ticket.
- The quantity ordered on the purchase order line must match the quantity required on the work ticket line.
If a match is found for a purchase order line, the work ticket number and step number from the work ticket are entered on the purchase order line.
If all of the above matching criteria are met except for the last one (the quantity required and quantity ordered), the Available Lines for Linking window opens. You can either select an existing line, create a new one, or skip the linking process for the line item. If you click Skip, the work ticket and step number fields are cleared for the purchase order line.
If no match is found for a purchase order line, a new line is created for it on the selected work ticket. The work ticket number and step number entered in this window are entered for the purchase order line.
Click Create New to create new lines for the work ticket and link the selected purchase order lines to them.
The work ticket number and step numbered entered in this window are entered on the selected purchase order line(s).
Changes are written to the work ticket when you click Accept in Purchase Order Entry.
This field displays the item code and can only be viewed.
This field displays the item description and can only be viewed.
This field displays the quantity ordered and can only be viewed.
This field displays the item's unit cost and can only be viewed.
This field displays the item's unit of measure and can only be viewed.
