Document Interconnections
One of the key features of this section is the interconnection between documents within the same workflow. Each type of document can be manually compiled or automatically derived, if applicable.
For Purchases:
- A confirmed Supplier Offer automatically generates a Purchase Order.
- Upon receipt of the material, a Goods Receipt document is generated from the Purchase Order.
- Once a Work Order is created for the production of a product, the related Purchase Order can be manually linked.
For Sales:
- From the Quote, once confirmed and accepted, a Sales Order is generated.
- Once the Work Order is completed, a Delivery Note for shipment and an invoice can be generated.
For Production:
From a specific work order, all related documents that have been printed over time are accessible (manageable in iProd Editor).
Upon the closure of a Work Order or the work order itself, or upon the entry of operator activities, a Production Declaration document is created.
The documents related to a product are visible in its record under the "Linked Documents" section. As seen in the figure below, these documents were not attached manually but were automatically added when the Goods Receipt, Purchase Order, Quote, and Shipment were issued.
Clicking on the attachment will open it locally if it is a PDF, or in iProd Editor if it is a Word processing document.
References to linked documents:
