Hide Sales Order Details on Route Card

Creation date: 11/28/2024 12:26 AM    Updated: 11/28/2024 12:33 AM   address multiple work order route card sales order
1. In order to hide the sales order details on route card by product, user can go toMaintenance -> System Setup -> Rule Hierarchy to maintain the rule hierarchy.
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2. To hide the sales order details, user is required to select a rule hierarchy called IsStopSalesOrderLinkForRouteCard.
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3. After user has selected the rule hierarchy name, user is then required to select the Site and also the Customer that belongs to the particular product.
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4.Then, user is required to select the Product and the Product Version (optional).
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5. After user has selected the Product and Product Version, user is required to select the Rule Hierarchy Value as True.
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6. After user has filled up all the required fields, user can click the Add button to save/create the rule hierarchy.
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7. The created rule hierarchy will be showed on the grid.
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8. After user has successfully created the rule hierarchy, the sales order details on the route card will be hidden.
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9. User can also remove the rule hierarchy by clicking the records that showed on the grid.
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10. Then user is required to tick the Remove Rule Hierarchy option and click the Update button to update the rule hierarchy.
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11. After user has successfully updated/removed the rule hierarchy, the rule hierarchy record will be removed from the grid.
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12. The sales order details will be showed after user has successfully removed the rule hierarchy.
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Action Required: User