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- To add a new purchase order line, select the New Purchase Order button in the Purchase Order window.
- In the Purchase Order Line window, the customer number, name, address ID, location name, and job or service call ID are read-only and cannot be edited.
- Enter or select the following information (* indicates a required field):
- *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.
- Vendor: Select the vendor.
- *Item: Select an existing inventory item number or enter a new one.
If the item is new when you tab off the field, the Item Information window displays where you have the option to enter the item description. Select Continue to return to the Purchase Order Line window. The item is created as a non-inventory item for the purchase order when you sync the purchase order. - *Site: Select a site where the item should be assigned.
- *Unit of Measure: Select a unit of measure that best represents the 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).
- Select Save.
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