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, Employee, 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. Is the Work Order assigned to an Employee?
   • If the WO is assigned to an Employee and you are unable to convert the WO to a PO, you may not have the proper security access in DASH.
   • Check within your security settings (or get the help of an Administrator). On the navigation bar in DASH hover over Administration and select Employee/Security Settings. Then select Security or Group Security (if security is based on roles for your company). Then ensure that your name (or role) is selected in the top right-hand-corner of the page. Expand Slideboard > Accounting > Work Order. Ensure that "Allow Employee-assigned Work Orders to Convert to Purchase Orders" is checked
     
     
     
3. 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
     

Questions? Contact Us!