How to Complete Two-Step (or more) Secondary Processing of Items from a Single Work Order Build

This guide explains how to execute a two-step SP (Secondary Processing) workflow using a single work order build, optionally linked to a sales order. The example outlines sending parts out for two sequential outsourced processes—washing and painting as examples—using standard SP procedures. Each step involves creating a PO, optionally managing transfers, and receiving the process/parts back into inventory with cost updates recorded against the work order. This two-step process can be expanded to three or more steps by repeating the same structure.

• Set Up Item as SP Type To Trigger Auto Work Order Creation
• Add All Required Components To The SP Item, Including Key Parts for Subcontract Steps
• Create a Sales Order (Optional) And Generate linked Work Order, or Generate a Work Order Independently

• Generate Work Order Build From the Work Order

  Initiate First Processing Step (e.g., Wash)

  • Create PO to External Vendor
  • Enter Cost and Publish PO
  • Optionally Create Transfer Order, Shipment, and Receipt

  • Receive PO to Update Build with First Step Completion

    Initiate Second Processing Step (e.g., Paint)

  • Repeat PO Creation to Different (or same) Vendor
  • Publish PO and (Optionally) Handle Transfer
  • Receive PO to Finalize Second Step
• Review Build Status Showing Both Steps Closed and Costs Updated
• Finish the Build And Trigger the Linked Sales Order Fulfillment