Routings integrate with the transactions supported by IPT to (1) automatically generate a Data Record when an Item is used on a Transaction where the two are linked by a Data Sheet, and (2) automatically create a Task in the user’s Reminders List.
Navigation: Tools >> Setup >> Inventory >> IPT Routing Setup
For most GP transactions IPT Routings will automatically create a Data Record for an item when the transaction is posted or moved to history. This will occur for the following:
- Inventory Transaction or Transfer posted
- Sales Order completed and moved to history
- Sales Invoice posted
- Sales Return Posted
- Service RMA posted in RMA Receiving
- PO Receipt posted
One exception is Manufacturing Orders. When the MO is created it will generate a Data Record.
IPT Routings will automatically add a Reminder to the “New User” when the transaction is posted. If a “Complete User” is also specified they will receive a Reminder when the Complete checkbox is marked on the Data Record Entry window.
Double-clicking on a Reminder opens the Task window, and from there the Data Record Entry window can be opened by clicking the Zoom To link.
Marking Complete on the Data Record Entry window also marks the Task complete.