Add checklists and data validation when adding Products to Sales Orders

[vickie9QFHY]

We need to have a way for Users to ensure they input data correctly when creating a Sales Orders.  There are multiple ways to double check production but none to assist with the sales order, outside of parameters.

It is imperative that the information is entered correctly on the first go round. We have parameters set for our products that ask the questions and require an answer - however we are unable to have multiple result options. Add this feature and/or a series of checklists which could be tied to specific products and where the options are different, depending on the prior answer. 

Additionally, if there was were two sided parameters -- meaning if the answer is yes (give selections) or no (give selections)

[andrade_david]

Hello @vickie9QFHY , thank you for posting this.

Can you share a bit more on what is the process that the user needs to go through when creating Sales Orders?

Work Instructions are scoped to workers on the tablet interface. Indeed adding parameters to validate that all the information has been introduced may be a solution. We also have a documents management option under the quality menu that can be used to provide instructions to users when using the "back office" interface.

[vickie9QFHY]

The front office should also have a checklist when preparing Sales Orders.
It is imperative that the information is entered correctly on the first go
round. We have parameters set for our products that ask the questions and
require an answer-however-we are unable to have multiple result options.
Add this feature and/or a series of checklists which could be tied to
specific products and where the options are different, depending on the
prior answer. *** We are running into errors when the Sales order was
entered incorrectly, then converted into a Production Order/Production
starts and the error is found when building the material. We are unable to
amend the Sales Order and Production order so that they will match--which
would produce the right inventory so we can pull it. If they do NOT match,
the system creates a new piece of inventory that we are unable to pick and
creates another issue.

Example: Gate: Model A (Series 4000) 3/4" Pickets *MTO*
Existing Parameters: Color, Height, Panel Style, Gate
Width, Gate Accessories, Gate Top, Gate Type, Gate Hinge Type

**ADD: *if gate width is over 60", must be a Double Gate. Needs Drop
Rod and 2 sets of hinges
*all gate panels have posts on each end and require a post
cap for ea. This must be added to the order
*mesh gate accessory needs measurements

[andrade_david]

Thank you for these details and for waiting for my reply, @vickie9QFHY.  I've slightly modified the idea's title to make it easier for other users to see.

In the meantime a possible approach is using Excel to import the sales orders and using formulas to validate the data prior to importing it into Fusion Operations. Regarding having "conditional" parameters, that's also an interesting idea that could be reused in additional areas of the system.