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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