Issue

• Unable to convert a Work Order to a Purchase Order in DASH 
• Issues converting a WO to a PO
• Error when converting Work Order: "Unassigned Work Orders cannot be converted into Purchase Orders"

Solution

There are a few reasons why you might be unable to convert a Work Order (WO) to a Purchase Order (PO) in DASH. 

1. Is the Work Order assigned?
   • In order to convert a WO to a PO it must first be assigned to a contact.
   • To assign a Work Order, click Edit next to the Work Order and scroll down to the Contact Information section. From here you can assign the Work Order to Vendors, SubContractors, etc.
   • Once someone has been assigned to the WO, check the box next to it in the Work Order grid and click the "Convert to Purchase Order" button
     
     
2. Has a Purchase Order number schema been set up?
   • In order to convert a WO to a PO, your DASH environment must have a Purchase Order number schema set up.
   • To set up a PO number schema, hover over Administration > select Default Documentation Standards
   • On the right-hand side of the Default Documentation Standards page, locate the Purchase Order Number field - make sure that a schema is entered here and that the field is not blank
     
     

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