About Outside Process Management

Use Outside Process Management to track and ship materials from a standard SyteLine job to a vendor for plating, finishing, painting, or any other service.

With OPM, you can specify an operation on a job as an outside service. When the job items are moved into that operation for an outside work center where the cross-reference is set to a purchase order, the system creates a PO for the service to be performed (if a PO is not already cross-referenced). The system also creates records that identify which items to ship to certain vendors. You can then print packing slips and ship the items from the Vendor Shipping form.

When the vendor completes the outside service, use standard purchase order receiving to receive the items back into the job.

OPM Process Flow

This diagram shows the process flow for outside process management.

OPM Examples

Use the related examples to better understand how to set up and use Outside Process Management for outside job operations. These examples show the two methods available for handling quantities for the job. When you move the job item into the outside operation, a PO is automatically created, and records are created that identify which items must be shipped to certain vendors. After the outside service is completed by the vendor, the items are received back into the job through the purchase order receiving.