04. Configure a Job to Create a Direct-Completed 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-completed 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 (Completed)
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	Product*	Text
Q11	Quantity*	Number (Min 0)
Q12	Unit Cost*	Number

	Question	Question Type
Section Name: Order Summary (Repeat/Table Section)
Q13	Product ID**	Text
Q14	Product*	Text
Q15	Quantity*	Number (Min 0)
Q16	Quantity Delivered**	Number
Q17	Unit Cost*	Number
Q18	Line Item Total	Number

	Question	Question Type
Section Name: Total (Regular Section)
Q19	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 "Completed"

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

Q7: Expected Date of Delivery: Sets this to "Today's" date

Operation : Calculation
Javascript : tw.order_info_expected_date_of_delivery.value = new Date();

Q16: Quantity Delivered: Sets to the Qty ordered

Operation : Calculation
Javascript : var i = tw.order_summary.currentIndex; tw.order_summary.current.quantity_delivered.value = tw.order_line_items[i].quantity.value;

Q17 Unit Cost: Sets to Unit Cost

Operation : Calculation
Javascript :  var i = tw.order_summary.currentIndex; tw.order_summary.current.unit_cost_1.value = tw.order_line_items[i].unit_cost.value;

Q18 Line Item Total: Calculates the total for each product

Operation : Calculation
Javascript : var i = tw.order_summary.currentIndex; tw.order_summary.current.line_item_total.value = tw.order_line_items[i].quantity.value*tw.order_line_items[i].unit_cost.value;

Q17: Total Amount Due: Sum all Total Line Items Totals.

Operation : Calculation
Javascript : var sum =0; for(var i=0; i<tw.order_summary.length; i++) {sum = sum + tw.order_summary[i].line_item_total.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	Record Type ID
Q4	Direct Orders**	Single Select (Yes)			Direct Orders
Q5	Date of Order*	Date			Date of Order
Q6	Status**	Single Select (Completed)			Status	Status
Q7	Expected Date of Delivery*	Date			Expected Delivery Date	Last Delivery Date
Q8	Supplier Contact ID**	Text						Contact AN ID
Q9	Transportation Cost*	Number			Transportation Cost

 

	Question	Question Type	Location	Warehouse	Taro Order	Taro Order Line Item	Product	Contact
Section Name: Order Line Items (Repeat/Table Section)
Q10	Product	Text
Q11	Quantity	Number
Q12	Unit Cost	Number

	Question	Question Type	Location	Warehouse	Taro Order	Taro Order Line Item	Product	Contact
Section Name: Order Summary (Repeat/Table Section)
Q13	Product ID	Text					Product AN ID
Q14	Product	Text
Q15	Quantity	Number				Qty Ordered
Q16	Quantity Delivered*	Number				Last Qty Delivered
Q17	Unit Cost*	Number				Number
Q18	Line Item Total

	Question	Question Type	Location	Warehouse	Taro Order	Taro Order Line Item	Product	Contact
Section Name: Total (Regular Section)
Q19	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 DDH listing inventories.

3.  Configure the following Task.

4. 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.