Incorporating contractor labor into our MP2 SQL 6.1 system is essential. A key priority is establishing a method to generate work orders (WOs) for them based on pre-approved quotes. Each contractor is assigned unique codes to facilitate identification by our purchasing team in a different location. Would it be most effective to create a purchase order (PO) for them and issue the WO as a Crystal report? Some contractors require a paper copy via fax, and it is crucial that they reference the central account code number. Our local buyer will authorize payment for each job. Can the system be configured to notify me if a quote exceeds our local approval limit? Any suggestions would be greatly appreciated as I'm struggling with this task. I have turned to this platform for guidance on previous assignments and I'm hopeful for fresh ideas to steer me in the right direction. Thank you, Susan.
Thanks to the assistance of Crystal Reports XI, I successfully resolved this issue by extracting the job from MP2 using Crystal Reports, transferring it to an Excel database, and sending an electronic fax. After completing the task, the database signals its completion, allowing me to effortlessly transfer the cost back into my MP2 database.
Hi Susan, I would say assigning dedicated POs to your contractors would be an efficient way to track their work in the MP2 SQL 6.1 system. This will make it easier for you to link every contractor's unique code, the PO, and the WO together. For those requiring paper copies, I would advise generating a batch of WOs in Crystal reports, then set up an automated process to deliver them via fax. In regards to your question on quote limit notifications, you should be able to custom-configure your system to automatically alert you when a quote crosses a certain threshold. I suggest reaching out to your implementation partner or system admin for assistance with that configuration. Good luck!
Hi Susan! It sounds like you're dealing with quite the logistical challenge, but you’re on the right track. Creating a PO and using Crystal Reports for WOs is a solid approach, especially since it allows for easy reference and tracking. For contractors needing paper copies, you could consider automating the fax process if your system allows it, ensuring the central account code is included clearly on the documents. Regarding notifications for quotes exceeding the approval limits, integrating a threshold alert in your system might be a wise move - this could save time and prevent any unexpected surprises. Collaborating with your IT team to ensure these customizations are feasible could also help streamline the process further. Good luck, and I hope these ideas steer you in the right direction!
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Answer: Answer: You can create purchase orders (POs) for contractors and issue the WO as a Crystal report. Some contractors may require a paper copy via fax, so ensure they reference the central account code number.
Answer: Answer: Yes, the system can be configured to notify you if a quote exceeds the local approval limit. This feature can help you manage costs effectively.
Answer: Answer: Each contractor is assigned unique codes to facilitate identification by the purchasing team in different locations. This helps streamline the process of managing contractor labor.
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