Adding a Purchase Order Line in the Field

  1. Follow the steps to add or update a purchase order.
  2. Select the Edit PO Lines button to open the Purchase Order Lines mobile form.
  3. The vendor, line number, and warehouse are displayed by default. The partner's warehouse is used by default.
  4. Ordered is selected by default as the status of the PO line. Optionally, select a different status:
    • Planned: The order is in the planning stage and a firm order has not been made.
    • Filled: The order has been filled. This status does not apply to new PO lines.
    • Complete: The order has been completed. This status does not apply to new PO lines.
  5. Select the type of purchase being made for this purchase order:
    • Item
    • Miscellaneous Purchase
    • Non-Inventory
    • Labor
  6. If you selected Item as the Purchase Type, select the item to include in the purchase order. Specify the quantity and unit of measure for the item.
  7. If you selected Miscellaneous Purchase as the Purchase Type, select a user-defined miscellaneous code to use for the PO.

    Specify the quantity and unit of measure for the miscellaneous purchase.

  8. If you selected Non-Inventory as the Purchase Type, specify the non-inventory entry, quantity, and unit cost.
    Note: When a serialized item is selected, the serial grid below the Unit Cost field is enabled, and you must specify which serial numbers are being purchased.
  9. If you selected Labor as the Purchase Type, select a user-defined work code to use for the PO.

    Specify the number of hours required for the labor.

  10. Save the record.
Note: A planned transaction is created if the purchase order is linked to a service order, but the two will not be kept in sync.
Related topics