Managing Order User Required Fields in ProdSys
In ProdSys, the "Order User Required Fields" setting allows administrators to specify mandatory fields that must be completed before creating or updating an order. This feature ensures that essential information is captured for each order category, leading to more accurate and complete order records. By defining required fields, you can maintain consistency and prevent errors in order processing.
Purpose of Order User Required Fields
The primary purpose of setting required fields is to enforce data integrity by ensuring that key information is provided for each order. This is particularly useful when tracking important dates, statuses, or other critical data that is necessary for the successful processing of orders. By making these fields mandatory, ProdSys ensures that orders are fully documented and ready for further steps, such as production, delivery, or invoicing.
How to Access Order User Required Fields
Login: Begin by logging into your ProdSys account.
Navigate to Settings: From the main menu, go to System > Settings > Order User Required Fields. This will bring up the list of required fields for different order categories.
Key Features of the Order User Required Fields Page
Field: This column shows the name of the field that has been marked as required, such as "ProductionStartDate" or "ProductionEndDate".
Order Category: This column displays the type of order (e.g., Order, Purchase Order, Invoice) to which the required field applies.
How to Set Up a New Required Field for an Order Category
Create a New Required Field:
Click the "+" button at the top-left of the page to add a new required field.
Select Field and Order Category:
From the dropdown, select the field you want to make mandatory (e.g., ProductionStartDate, CustomerReferenceNumber).
Select the relevant order category from the dropdown list (e.g., Order, Purchase Order, Invoice).
Using Order User Required Fields
When creating or updating an order, users will be prompted to fill in any fields marked as required. If the required information is missing, ProdSys will alert the user and prevent the order from being saved until the necessary data is entered. This ensures that all essential fields are filled before the order progresses through the system.
Best Practices for Managing Required Fields
Choose Critical Fields: Only make fields required if they are absolutely necessary for the order process. Avoid overwhelming users with too many mandatory fields, which could slow down operations.
Regularly Review Fields: As your business evolves, regularly review and update the required fields to ensure they align with your operational needs.
Tailor to Order Categories: Customize the required fields for each order category. For example, production orders may need start and end dates, while invoices may require different fields.
Conclusion
The "Order User Required Fields" feature in ProdSys is a powerful tool for maintaining data accuracy and consistency across your order management process. By carefully setting up and managing required fields for each order category, businesses can prevent incomplete orders and ensure all relevant information is captured before an order is processed. Regularly reviewing and updating required fields will help align them with your company's changing needs, ensuring smooth operations.