01. Configure a Job to Create a Direct-Confirmed 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.

Direct orders enable you to create orders in a status other than Draft. This article will outline how to configure a TaroWorks Job that creates a direct-confirmed Purchase Order upon sync.

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

Before you begin:

• This article assumes you know how to build TaroWorks Jobs
  • Building a New Job 
  • Dynamic Operations

A. Configuring the Form

1. In the Question Builder Tab, create the following sections and questions.

	Question	Question Type
Section Name: Order Info (Regular Section)
Q1	Destination Location ID**	Text
Q2	Destination Warehouse ID**	Text
Q3	Order Type**	Single Select (Purchase Order)
Q4	Direct Orders**	Single Select (Yes)
Q5	Date of Order*	Date
Q6	Status**	Single Select (Confirmed)
Q7	Expected Date of Delivery*	Date
Q8	Supplier Contact ID**	Text
Q9	Transportation Cost*	Text

 

	Question	Question Type
Section Name: Order Line Items (Repeat/Table Section)
Q10	Record Type**	Single Select (Purchase Order)
Q11	Status**	Single Select (Confirmed)
Q12	Product ID**	Text
Q13	Product*	Text
Q14	Quantity*	Number (Min 0)
Q15	Unit Cost*	Number

	Question	Question Type
Section Name: Total (Regular Section)
Q16	Total Amount Due*	Number

 

* Required

** Required and 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. If you are new to Dynamic Ops, kindly refer to this article for better understanding and examples.

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

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

Q4: Direct Orders: Sets the Direct Order to "Yes"

Operation : Calculation
Javascript : tw.order_info.direct_orders.value="Yes"

Q6: Status: Sets Status to "Confirmed"

Operation : Calculation
Javascript : tw.order_info.status.value="Confirmed";

Q7: Expected Date of Delivery: Checks if Date of Delivery is greater than Date if Order

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

Q10: Record Type: Sets Record Type for Order Line Item.

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

Q11: Status

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

Q16: Total Amount Due: Sum all Total Line Items Totals.

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_info.transportation_cost.value;

3. In the Field Mapping tab, configure the following mapping.

	Question	Question Type	Location	Warehouse	Taro Order	Taro Order Line Item	Product	Contact
Section Name: Total (Order Info)
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	Direct Orders**	Single Select (Yes)			Direct Orders
Q5	Date of Order*	Date			Date of Order
Q6	Status**	Single Select (Confirmed)			Status
Q7	Expected Date of Delivery*	Date			Expected Delivery Date
Q8	Supplier Contact ID**	Text						Contact AN ID
Q9	Transportation Cost*	Text			Transportation Cost

 

	Question	Question Type	Location	Warehouse	Taro Order	Taro Order Line Item	Product	Contact
Section Name: Order Line Items (Repeat/Table Section)
Q10	Record Type**	Single Select (Purchase Order)				Record Type ID
Q11	Status**	Single Select (Confirmed)				Status
Q12	Product ID**	Text					Record AN ID
Q13	Product*	Text
Q14	Quantity*	Number (Min 0)				Qty Ordered
Q15	Unit Cost*	Number				Unit Cost

	Question	Question Type	Location	Warehouse	Taro Order	Taro Order Line Item	Product	Contact
Section Name: Total (Regular Section)
Q16	Total Amount Due*	Number

 

B. Configuring the Job

1. Configure the following drill-down hierarchies (DDH).

2. Check Allow Mobile User to select multiple records in the last level for the first drill-down hierarchy listing products.

3. Configure the following Task.

5. Click Save, Save the job again and Publish.

NOTE: Always perform extensive testing on any jobs that you create before assigning them to your field staff.