Adding 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 New Purchase Order.
  3. The current partner's restocking vendor number is displayed by default. Optionally, select a different vendor for the purchase order.
  4. Optionally, select the reference SRO, line, and operation to use for the purchase order. This information is useful for linking the PO to a work order.
  5. Optionally, select Edit PO Lines to add purchase order lines. A new PO number is generated and the PO header is saved.
  6. Save the purchase order.
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