Depending on your setup, you can add purchase order lines when completing a service and/or job appointment. You may also be able to view and add a purchase order directly from the Home screen. The PO Line shortcut must be added by your company in order to display on the Home screen.
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If your organization uses SOP invoicing in Signature Service Management, you can't create purchase orders. You must use service invoicing. Also, so that you can quickly work and provide information to customers in the field, purchase orders for service invoices and field invoices don't include taxes unless the invoices have been received in the Purchasing module of Microsoft Dynamics GP. |
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