Expanded Search Forms for Sales Orders, Quotes, Work Orders, POs and Jobs
- Julie Hanlon
We offer expanded Search forms for these 5 areas, that provide more filters and span warehouses. The solutions for 7.2.1 are deployed by attached plugins:
Sales Orders (best used in conjunction with Sales History Statuses)
Quotes
Work Orders
Purchase Orders
Service Manager Jobs
Each of these lists have an extensive set of filters, eg, warehouse, date, Order Type, Status, Part No, customer, etc.
Here is an example of the Sales Orders Search form. The header provides different filters and the grid returns the relevant transactions. Each transaction can be drilled to from this form. In this example, the history status can also be controlled and edited in this grid, with changes to the status made back on the sales order by clicking the Update button in the menu ribbon.
These navigation lists are not in the standard Jiwa7 product, but they can be provided free of charge and installed via plugins. The plugins are attached here:
SQL skills are required to install the plugins.
https://jiwa.atlassian.net/browse/DEV-8931
https://jiwa.atlassian.net/browse/DEV-9876
DEV-9875: Create a Search form for Service ManagerTo Be Documented