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Follow the steps to add or update a purchase order.
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Select the Edit PO Lines button to
open the Purchase Order Lines mobile
form.
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The vendor, line number, and warehouse are displayed by default.
The partner's warehouse is used by default.
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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.
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Select the type of purchase being made for this purchase order:
- Item
- Miscellaneous Purchase
- Non-Inventory
- Labor
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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.
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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.
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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.
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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.
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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.