CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

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GUTHTIRE
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CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by GUTHTIRE »

It would be very helpful to be able to right-click on the Schedule and be able to create an SO.
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by megoff »

Hi Dan,

We'll get this added as feedback to possibly get added in the future.
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by ricmorin »

Yup. This was mentioned almost 2 years ago. https://managerforum.buymitchell1.net/v ... cial+order

I'm thinking SO usage is not high enough to qualify for the change. Hopefully I'm wrong.
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I find my life is a lot easier when I use Special Orders
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by GUTHTIRE »

ricmorin wrote:
Tue Sep 13, 2022 7:42 am
Yup. This was mentioned almost 2 years ago. https://managerforum.buymitchell1.net/v ... cial+order

I'm thinking SO usage is not high enough to qualify for the change. Hopefully I'm wrong.
Ric, ever since you explained them awhile back we've been all over SO's. We would also like to be able to attach them to existing scheduled entries.
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by ShopManTim »

GUTHTIRE wrote:
Tue Sep 13, 2022 5:10 am
It would be very helpful to be able to right-click on the Schedule and be able to create an SO.
Now that I understand the value and flexibility of SO's, I am inclined to agree with this suggestion. Here's the deal, once it was a part of the system, who knows how much others would be attracted to them and use them.
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by GUTHTIRE »

Not to be forgotten, as I believe it has been requested previously, the ability to create an SO and/or attach an SO to an existing entry in the Schedule. As the scenario stands today, assuming an entry already exists in the Schedule you have to:
1. Create the SO
2. Build the SO, adding parts & labor items, etc.
3. Add the SO the Schedule
4. Delete the existing Scheduled entry which corresponds to the SO that you just created for that entry
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by ricmorin »

FWIW, this was mentioned by attendees at the training event in San Diego last weekend. Hoping for renewed interest.
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I find my life is a lot easier when I use Special Orders
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by sdhter »

While at the Training Here in San Diego this past weekend I (Frank) asked the same question when we learned about the Special Order function. It's a very helpful tool. I agree It would be very helpful to create SO from the Schedule.
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by Silky7 »

sdhter wrote:
Wed Sep 21, 2022 9:56 am
While at the Training Here in San Diego this past weekend I (Frank) asked the same question when we learned about the Special Order function. It's a very helpful tool. I agree It would be very helpful to create SO from the Schedule.
If it weren't for your other inputs, I'd have sworn you were a plant, Frank! :D

We'll likely get after this in Q4; SO adoption just isn't high among our users though, so other priority items that benefit the majority might displace it.
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by sdhter »

Silky7 wrote:
Wed Sep 21, 2022 12:48 pm
sdhter wrote:
Wed Sep 21, 2022 9:56 am
While at the Training Here in San Diego this past weekend I (Frank) asked the same question when we learned about the Special Order function. It's a very helpful tool. I agree It would be very helpful to create SO from the Schedule.
If it weren't for your other inputs, I'd have sworn you were a plant, Frank! :D

We'll likely get after this in Q4; SO adoption just isn't high among our users though, so other priority items that benefit the majority might displace it.
Let me guest your thought Ric planted us to ask for it. LOL. I just figures out how to add our company logo to our profile maybe that will help. LOL. It would be very help to have that option We look forward to the day it happens. Thank you.
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Re: CREATE SPECIAL ORDER DIRECTLY FROM SCHEDULE

Post by timbre4 »

Thanks for being here and posting! :wink:
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