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| Note |
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The Schedule Purchase Orders feature is only available on with Signature 2022 (18.05b07) or higher. Purchase orders created in Schedule and MobileTech do not include taxes. Any applicable taxes are added when the purchase order is processed in Service Management. |
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- Prefix = ‘SCH’
- YY = 2 Digit current year
- MM = 2 Digit current month
- DD = 2 Digit current day
- #### = This number starts fresh every day with "0001".
| Table of Contents |
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Viewing Purchase Orders
The columns can be reordered by selecting the column header and dragging it to your desired location. You can sort by selecting any column header.
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- From the schedule board, right-click on an appointment and select View Purchase Orders. You can also access this window by right-clicking on a service appointment, selecting View Service Call, and selecting the View Purchase Orders
icon from the button bar. - In the Purchase Orders window, the service call ID or job number is displayed in the title bar.
The following columns show the following information.
Section width 50% - Processed: If marked, this indicates that the purchase order has been processed and cannot be edited or deleted in Schedule.
- Origin: Indicates where the purchase order was created: Schedule, MobileTech, GP.
- PO Number: The purchase order number.
- Vendor: The vendor on the purchase order.
- Item: The item number.
- Description: The item description.
- Site: The site where the item is located.
width 50% - U of M: The unit of measure selected for the item.
- Quantity: The quantity of the item.
- Unit Cost: The unit cost for the item.
- Extended Cost: The extended cost of the item (quantity x unit cost).
- Date: The date the purchase order line was created.
- User: The user who created the purchase order line.
Creating a New Purchase Order
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