I am looking for a way to place a note with our BOM that will also appear on our Work Order and License Plate each time the order comes through.
Can that be done?
We don’t currently have a note that goes to the work order and the license plate but I do have an alternative. If you set up a part bonus column and link it to a quoteline bonus column it will show up on the work order: Cloud Business Cases: Linking Part and Quote Line Bonus Columns That blog details how to set them up and link them together. You can just make a text field not a select box like in that blog.
Then I can take the bonus column to engineering and get it added to your license plate. That would be billable custom document work which I can get a quote for. That would then pull that note when you enter the info on a part record and will pull onto new quotes which transfers to the work orders.
Let me know if you’d like me to get a quote for this!
Thanks,
Cetec ERP Support