Page Comparison

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1. In the PO Lines pane, some fields might display information automatically, based on the MobileTech setup.

2. Enter information in these fields, as necessary.

   Field	Description
   *Service Call/Job	Service call or job information is displayed and can't be changed.
   *PO Number	The purchase order number.  Depending on the setup options for generating purchase order numbers and purchase order prefixes, a purchase order number might be displayed, or you can enter a purchase order number.
   *Date	The date of the purchase. The default date is the current date, but you can change it.
   Unknown Vendor	Mark this option if the item for the purchase order is from a vendor who isn't set up in Signature. Enter the name of the vendor in the Vendor Name field. This field might not be displayed, depending on the setup.
   *Vendor ID/Vendor Name	Select the vendor who is associated with the purchase order, if information about the vendor is set up in the host system. If the vendor isn't set up in the host system, mark Unknown Vendor and enter the name of the vendor. The default value is UnknownVendorID. Note If a vendor has been marked Inactive or On Hold in Signature, they will display in MobileTech.
   Non-Inventory	Mark this option if this is a new item or an item that is associated with a new vendor that you entered. This field is hidden if you don't have inventory assigned to your site or if you don't have any sites assigned.
   *Inventory/Item Number	The label that is displayed depends on the inventory setup options. Select an existing inventory item number or enter a new one. If the item is new, the item is created as a non-inventory item for the purchase order when you sync the purchase order.
   Item Description	A description is displayed if you selected an existing inventory item. If this is a new item, you can enter a description of the item.
   Enter Site Name	Mark this option to enter a site that is not listed in the Site field. This field is hidden if you do not have any sites assigned.
   *Site	Select a site where the item should be assigned. Only sites that the technician is assigned to in Service Management are available. Inventory Items: The site is populated from the inventory item. Non-Inventory Items: The site is populated if the Default Site is set and you are assigned to only that have one site assigned in Service Management.   If you have more than one site is assigned, or the assigned site doesn't match the Default Site, you will need to enter or select a site assigned: You will need to select the site. If you are assigned to the default site set up in Purchase Order settings, that site will default to the PO Line.
   *U of M	Select a unit of measure that best represents the typical item that is being purchased. If a default unit of measure is designated in the setup, the default unit of measure is displayed, but you can change it.
   *Cost Code	The cost code depends on the type of appointment you are adding the purchase order to: Service appointment: The cost code pertaining to the purchased item. A default cost code is displayed, but you can change it. Job appointment: The non-labor cost code pertaining to the purchased item. If one non-labor job cost code exists on the job appointment, the job cost code will auto-populate. The field is blank and you can select the job cost code from the drop-down list if more than one non-labor job cost code (or none) exists on the job appointment.
   *Quantity	The number of items being purchased must be 1 or greater.
   *Unit Cost	The cost of each item that is purchased. The default amount is displayed, but you can change it.
   Extended Cost	This amount is calculated automatically, based on the cost and the quantity (Cost x Quantity = Extended Cost).

   *Required field

3. Select the Save  icon. The purchase order appears in the list of purchase orders for the appointment.