You can create purchase orders in Schedule for items that need to be purchased while on a service call. The purchase orders are processed in Service Management and in Purchasing. A purchase order created in Schedule needs to be processed in the Mobile Purchase Order Inquiry before a technician can view the purchase order in MobileTech. You can sync purchase orders with the host system at any time. However, after a purchase order has been synced, you can't change it or delete it. If you are not seeing the option to view or add purchase orders, please contact your system administrator. Permissions for purchase orders are set up in User Roles. See Working with With Roles.
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The Schedule Purchase Orders feature is available with Signature 2022 (18.05b07) or higher. Purchase orders created in Schedule and MobileTech do not include taxes. Any applicable taxes are added when the purchase order is processed in Service Management. |
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Processing Purchase Orders in Service Management
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