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Mark a procedure step as an outside process, and ION links it to a purchase order so you can send the part and the operation out and track the work alongside the run.

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Send an outside process out on a PO

  1. In the procedure, turn on Outside Processing for the step.
  2. Start a run that uses the procedure. The run step’s right rail shows an Outside Processing section.
  3. In the Outside Processing section, select an existing purchase order from the dropdown, or click Create PO to make a new one. Creating a new PO links it to the run automatically.
  4. Track the PO’s live status from the run. The PO line’s description records the run step it came from.
Run steps flagged as an outside process are not batched.

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Add an outside process step to a running run

To add an outside process to a run already in progress, add the step with a redline:
  1. On the step you want to add the outside process after, open the More actions menu and choose Add Step After.
  2. Enter a Step Title and turn on Is Outside Processing. You can also switch to Copy from Library to select an existing step.
  3. Click Put in redline and create to redline the parent step and add the new step. If the parent is already in redline, the button reads Create.