How to include a resource in a work order and authorize its delivery from the warehouse?

Fracttal One dynamically integrates Work Orders with the Warehouses module, allowing resource management to be smooth and fully traceable. When adding an inventory-type resource within a WO, the system automatically generates a material requisition in the corresponding warehouse, creating a direct link between both modules.

Step 1 – Add the resource in the WO

1. From the main menu, go to the Tasks > Work Orders module and open the WO where the resource will be added.

   

2. Within the WO, select the task in which the material will be used.

   

3. In the detail view, open the Resources tab.

   

4. Click on the icon (+) to add a new resource.

   

5. In the resource type field, select Inventory.

   

6. Then, choose the spare part, supply, or tool that will be used as a resource.

   

7. In Source Warehouse, define from where the material will be deducted.

   

8. Finally, click save to register the addition.

   

Once saved, the system will automatically create a material requisition in the selected warehouse, which will be associated with the WO. This allows the flow to continue naturally towards the warehouse area, without the need to manually register an additional request.

For more information, see: What is a Material Requisition and how to create it?

Step 2 – Validate and approve the delivery of the resource from the warehouse

1. Access the Warehouses module from the main menu.

   

2. Locate the warehouse linked to the WO in the previous step.

   

3. Enter the submodule Material Requisitions.

   

4. In the list view, look for the requisition automatically created by the system. You can filter it by WO number, responsible person, or date.

   

    

5. To authorize the delivery, open the requisition and select the approve option or change its status to “Approved” or “Delivered”.

   

6. Once approved, perform the inventory output to register the movement and link the consumption directly with the WO.

   

With this action, the resource delivery is validated, the inventory is automatically updated, and the WO reflects the actual use of the assigned material.

After completing the process, you can check the warehouse movement history to see the inventory entries and exits. This information is in the movement history submodule of the Warehouses module, where all movements by requisitions, returns, or stock adjustments are recorded.

If the company uses advanced warehouses, this step may require the intervention of a user with approval permissions. For more information, see: Advanced Warehouses