Using Purchase Order Processing involves the following:

Step 1: Complete the Purchase Order Entry Window

1. Access the Purchase Order Entry window from one of the following paths:
   • From the Service Call History window: 
     • Select Cards > Service Management > Service Manager. Select a customer and select the History indicator.  DoubleIn the Service Call Lookup by Customer window, double-click a call and select the Purchase Order button.
   • From the Service Call Status window:
     • Select Cards > Service Management > Service Manager. Select a customer and select the History indicator. Double In the Service Call Lookup by Customer window, double-click a call. From the Service Call window, select Go To, and select Service Call Status. Select the Purchase Order button.
     • From the main Inquiry navigation, select Service Management, and select Service Call Status. If you have the service call ID, you can enter that in the Service Call ID field and tab off to automatically populate the Customer ID and Location Address ID fields and the service call information. Select the Purchase Order button.
2. Complete the Purchase Order Entry window. See the Microsoft Dynamics GP Purchase Order Processing Manual for information.

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If items are canceled in the Edit Purchase Order Status window (Transactions > Purchasing > Edit Purchase Orders), the Service Invoice window will be updated. The committed cost is decreased by the amount of the canceled item. If the service call has already been invoiced and you have Allow Posting Invoices with Actual and Committed Costs and Create COGS Distribution for Invoices marked in Invoice Options, a transaction is created to reverse the costs and billable amount for the canceled quantity, changing the quantity ordered and reducing the accrued costs account. You can open a closed service call to credit the customer.

Step 3: Receive Against the Purchase Order

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