Work Orders

Covers work orders (WO), WO items, WO receipts, and WO status types. WOs convert materials into finished goods at a work site (a fulfillment location). Operations drive both the materials inventory ledger (consumption) and the finished-goods inventory ledger (production).

Writes

1. Create work order — Triggered from the Work Orders page → "New WO". Creates a WO header (number, order date, expected delivery, work site, items with material unit cost and conversion cost, initial status).
2. Update work order — Triggered from Work Order Detail. Edits header fields and items, and progresses status (Draft → Entered → Placed → Production → In Transit → Partial → Received → Completed).
3. Delete work order — Triggered from Work Order Detail. Removes the WO and all its items and receipts.
4. Bulk-import work orders — Triggered from the Data page → WO import. Uploads a CSV/Excel file to create multiple WOs at once.
5. Create receipt against work order — Triggered from Work Order Detail receipts section. Records that a receipt landed on a given date with a set of received quantities; drives both inventory ledgers.
6. Update receipt — Triggered from Work Order Detail receipts section. Changes receipt date or received quantities.
7. Delete receipt — Triggered from Work Order Detail receipts section. Removes a receipt and reverses its ledger effects.
8. Upload document to work order — Triggered from Work Order Detail documents section. Attaches a file (uploaded to GCS) with a display name.
9. Delete document from work order — Triggered from Work Order Detail documents section. Detaches and removes a file.
10. Create WO status type — Triggered from Settings → WO status types. Adds a new status to the WO workflow.
11. Update WO status type — Triggered from Settings → WO status types. Renames or recolors a status.
12. Delete WO status type — Triggered from Settings → WO status types. Removes a status (only allowed if no WO is in it).
13. Reactivate WO status type — Triggered from Settings → WO status types. Reverses a soft-delete / deactivation.

Reads

1. List work orders — Triggered from the Work Orders page (default view). Returns WOs with header fields, optionally filtered by status.
2. Get work order detail — Triggered by clicking a WO in the list. Returns the full WO header with items.
3. List receipts for a work order — Triggered from Work Order Detail receipts section. Returns the receipts logged against a WO.
4. Get receipt detail — Triggered by clicking a receipt on Work Order Detail. Returns a single receipt with its received items.
5. List documents for a work order — Triggered from Work Order Detail documents section. Returns the files attached to one WO.
6. List WO status types — Triggered from the Work Orders filter dropdown, the WO status selector, and Settings → WO status types. Returns the available statuses.
7. Check if WO status type is in use — Triggered before deleting a WO status type. Returns whether any WO is in it.