Using Purchase Order Processing involves the following:
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Step 1: Complete the Purchase Order Entry Window
- Select Cards > Service Management > Service Manager.
- Select a customer and select the History indicator.
- Double-click a call and select Purchase Order.
- Complete the Purchase Order Entry window. See the Microsoft Dynamics GPPurchase 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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Purchase order receivings with shipments followed by invoice match when the tax is included with the item price is not supported by Signature. |
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The original purchase order , as well as and the two receivings transactions , are saved to the service call. Zooming on the appropriate cost category allows you to view the purchase order and the receipt lines that were created for these transactions.
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There are landed costs on a receivings transaction. You
Service Management: You will see a landed cost line separate from the receipt line. Zooming on either line allows you to view the receivings transaction. The billable amount on the original purchase order line is updated to include the landed cost amount.
Note Landed cost on a purchase order line is only billed on a service invoice if the purchase order is received before the service invoice is posted.
Job Cost: The landed costs are included in the receipt line.
- There is a purchase price variance (PPV). For example, if the cost of an item changes from $168.00 to $178.00 after the PO is received, you will see another receipt line with $10 in PPV cost. The billable amount on the original purchase order line is also updated to include the PPV amount.
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