01. How to Configure a TaroWorks Job to Create a Draft Purchase Order

Introduction 

A Purchase Order represents the movement of product into the ownership of your organization. This could be a sourcing of inventory from suppliers or donors which will result in increase in the Qty on-hand at the destination inventory.

Follow the steps below to create a TaroWorks Job that will Create a Draft Purchase Order upon Sync. A draft order does not have an impact on any inventory statuses, and is considered a work in-progress.

• A. Configuring the Form
• B. Configuring the Job

A. Configuring the Form

1. In the Question Builder Tab, create the following Sections and Questions:

	Question	Question Type
Section Name: Order Information (Regular Section)
Q1	Destination Location ID**	Text
Q2	Destination Warehouse ID**	Text
Q3	Order Type**	Single Select (Purchase Order)
Q4	Date of Order*	Date
Q5	Status**	Single Select (Draft)
Q6	Expected Date of Delivery*	Date
Q7	Supplier Contact ID**	Text
Q8	Transport Cost*	Number

	Question	Question Type
Section Name: Order Line Items (Repeat/Table Section)
Q9	Record Type**	Single Select (Purchase Order)
Q10	Status**	Single Select (Draft)
Q11	Product ID**	Text
Q12	Product*	Text
Q13	Quantity*	Number (Min 0)
Q14	Unit Cost*	Number

	Question	Question Type
Section Name: Total (Regular Section)
Q15	Total Amount Due	Number

* Mark Question as Required

** Mark Question as Required & Hidden

2. Add the following dynamic operations to calculate and validate answers to the questions below :

Note: please replace any section names, question names, or picklist values that may be different in your org.

Q3 Order Type: Sets the Order Type to Purchase order.

Operation : Calculation
Javascript : tw.order_information.order_type.value="Purchase Order";

Q5 Status: Sets the status of the Purchase Order to Draft.

Operation : Calculation
Javascript : tw.order_information.status.value="Draft";

Q6 Expected Date of Delivery: Validates Expected Date of Delivery is later than today's date.

Operation : Validation
Javascript :  if(tw.order_information.expected_date_of_delivery.value<=tw.order.date_of_order.value) { throw "Date of Delivery must be after the date of order."; }

Q9 Record Type: Sets Record Type of Taro Order Line Item to "Purchase Order";

Operation : Calculation
Javascript : tw.order_line_items.current.record_type.value="Purchase Order";

Q10 Status: Sets Taro Order Line Item to "Draft";

Operation : Calculation
Javascript : tw.order_line_items.current.status_1.value="Draft";

Q15 Total Amount Due: Sums the total purchase order cost.

Operation : Calculation
Javascript : var sum =0; for(var i=0; i<tw.order_line_items.length; i++) { sum = sum + tw.order_line_items[i].unit_cost.value*tw.order_line_items[i].quantity.value; } tw.total.total_amount_due.value=sum + tw.order_information.transport_cost.value;

3. In the Field Mapping tab, create the follow object columns:

4. Map the questions listed to the following objects and fields:

	Question	Question Type	Location	Warehouse	Taro Order	Taro Order Line item	Product	Contact
Section Name: Order Information (Regular Section)
Q1	Destination Location ID**	Text	Taro Location ID
Q2	Destination Warehouse ID**	Text		Taro Warehouse ID
Q3	Order Type**	Single Select (Purchase Order)			Record Type ID
Q4	Date of Order*	Date			Date of Order
Q5	Status**	Single Select (Draft)			Status
Q6	Expected Date of Delivery*	Date			Expected Delivery Date
Q7	Supplier Contact ID**	Text						Contact ID
Q8	Transport Cost*	Number			Transport Costs

	Question	Question Type	Location	Warehouse	Taro Order	Taro Order Line item	Product	Contact
Section Name: Order Line Items (Repeat/Table Section)
Q9	Record Type**	Single Select (Purchase Order)				Record Type ID
Q10	Status**	Single Select (Draft)				Status
Q11	Product ID**	Text					Product AN ID
Q12	Product*	Text
Q13	Quantity*	Number (Min 0)				Qty Ordered
Q14	Unit Cost	Number				Unit Cost

	Question	Question Type	Location	Warehouse	Taro Order	Taro Order Line item	Product	Contact
Section Name: Total (Regular Section)
Q15	Total Amount Due	Number

 

Note: If a question isn't mapped, it is only for display purposes.

B. Configuring the Job

1. In a new Job, create 2 drill-down hierarchies:

Note: check "Allow Mobile User to select multiple records in the last level" for the Select Products drill-down hiearchy

2. Create a new Collect Data Task as shown to add the From created above.

3. Map values from the drill-down hierarchies into Form questions as shown below.

4. Click Save, save the job and Publish it.