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  4. Nice To Have: Ability to Auto Allocate by Client or Project

Nice To Have: Ability to Auto Allocate by Client or Project

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  • dwayne.phillipsD Offline
    dwayne.phillipsD Offline
    dwayne.phillips
    wrote on last edited by
    #1

    Ability to Auto Allocate by Client or Project

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    • kmultopK Offline
      kmultopK Offline
      kmultop
      wrote on last edited by
      #2

      Hey Dwayne, could you explain more what you mean by auto allocate by client or project? COUNTERPART will allow you to order, via Engineering Orders, against Jobs.

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      • dwayne.phillipsD Offline
        dwayne.phillipsD Offline
        dwayne.phillips
        wrote on last edited by
        #3

        We plead ignorance.
        Beau and I tried this and could not find feature, but he'd like to be able to allocate by a specified project.

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        • kmultopK Offline
          kmultopK Offline
          kmultop
          wrote on last edited by
          #4

          To clarify after talking with Dwayne, this is specifically a request to be able to filter the "auto allocate from inventory" button dialog, so that e.g. only job x is auto-allocated from inventory. @epotter

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          • A Offline
            A Offline
            aschutte
            wrote on last edited by
            #5

            @dwayne.phillips, could you explain in more detail why this is desired functionality over the current due date priority functionality?

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            • kmultopK Offline
              kmultopK Offline
              kmultop
              wrote on last edited by
              #6

              Hey Dwayne! Functionality to support allocating inventory only for items that are filtered within the order category queue has arrived in 15.1.2 (release notes pending). Once the release notes are posted I'm going to close out this request.

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              • kmultopK kmultop moved this topic from Enhancement Requests on
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