Making a purchase in the field

As described in Configuring default values for a miscellaneous entry, you should have set up a miscellaneous code already for use with purchases made in the field.

When entering the miscellaneous transaction, we recommend that you add a miscellaneous transaction note with a description of the item purchased. This enables back office reporting to display the purchased part. The technician should select the payment method to reflect if the purchase was made out of pocket or using a company card.

When making a purchase in the field, an authorization number is generated for you to provide to a vendor. This number is synchronized with the back office and displayed with the purchase order on relevant forms.

When you make a purchase, the system considers your purchasing limit, which is set on the Users form in the back office. For example, if the Misc. Purchase Limit is set to $500 and you make a purchase of $800, a message is displayed stating that a purchase order requisition will be created because you are over your limit.