Updating a Purchase Order in the Field

  1. Open the Purchase Orders form in one of these ways:
    • Select the Purchase Orders button on the Home Page - Service form.
    • Select the Purchase Orders button on the Calendar - Service form.
    • Select the Purchase Orders button on the Work Queue - Service form.
    • Select the Purchase Orders button on the Appointment Detail - Service form.
  2. Select Existing Purchase Order.
  3. Select the purchase order that you want to update. The associated vendor is displayed.
  4. Optionally, select Edit PO Lines to add purchase order lines.
  5. Optionally, specify the sales tax amount to be used on the PO voucher.
  6. If the purchase order has been paid in full, select Paid to receive the PO and to generate and post the voucher.
  7. If the purchase was made on a company account, select On Account to receive the PO without generating a voucher. The company will receive an invoice later.
  8. Select the Process PO Receipt button to perform purchase order receiving and, if necessary, generate and post a voucher.
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