Tag pending purchase orders on related job records
Tag pending purchase orders on related job records
Pending purchase orders leave jobs without parts context and cause field crew delays. Tagging those jobs lets parts and dispatch prioritize orders before appointments.
Overview
Stale or pending purchase orders often hide warranty obligations and leave crews without parts context, causing last-minute procurement and reschedules. This workflow tags the related job records automatically so parts coordinators and dispatch can prioritize orders and confirm readiness before appointments.