It would be ideal to have technicians add their inventory items directly to work orders, and then have have a process that automatically generates the inventory request form in the finance system from the data tracker.
In this model, the technicians never have to use the finance system, they manage their inventory requests on their work order.
The workflow would be:
Technician adds inventory to work order in Data Tracker
Technician submits inventory for approval
Supervisor approves, revises, or returns to technician for modification
Once approved, the inventory items on the work order are flagged as “Requested”
An inventory request is generated in the finance system
Inventory staff fulfill work order
The inventory items on the work order are flagged as “Issued”
If needed, the technician may add additional items to the work order and we go back to step 2.
Questions:
How do we handle the tracking of “working stock” items that techs use (these do not require an inventory checkout)
How do we handle returns? Tech needs ability to return a partial quantity.
If we did this, we would need to:
Update the Work Orders/Data Tracker inventory section to support submitting an inventory request for approval
Create a supervisor view in the Data Tracker for approving inventory requests
Update the transactions table in the data tracker to support these approval statuses
Re-build the (in-progress) work order integration to support two-way communication between work orders and the finance
Update the signals mobile app to support this (probably post-mvp)
See also #833.
It would be ideal to have technicians add their inventory items directly to work orders, and then have have a process that automatically generates the inventory request form in the finance system from the data tracker.
In this model, the technicians never have to use the finance system, they manage their inventory requests on their work order.
The workflow would be:
Questions:
How do we handle the tracking of “working stock” items that techs use (these do not require an inventory checkout) How do we handle returns? Tech needs ability to return a partial quantity. If we did this, we would need to: