Purchase Order Settings

The level of requirement for entering purchase orders before completing an appointment. The default value is OPTIONAL.

• OPTIONAL – Technicians do not need to enter purchase orders before completing appointments and are not prompted to enter them.
• WARNING – Technicians are prompted, but not required, to enter purchase orders before completing appointments.
• REQUIRED – Technicians must enter at least one purchase order before completing appointments.

Determines whether purchase order numbers are generated automatically. If True, purchase order numbers are generated automatically and cannot be changed by technicians. If False, technicians can enter purchase order numbers. To use a unique prefix to make it easier to identify in the host system purchase orders that were entered by technicians, select False. Then, for the DefaultPONumberPrefix setting, enter a prefix to display on purchase orders that are created by technicians. The default value is True.

Enter a unique purchase order number prefix to display on purchase orders that are created by technicians. You can change this value and generate special prefixes only if AutoGeneratePurchaseOrderNumbers = False.

Enter a default prefix to display when technicians enter a non-inventory item on a purchase order line.

The default inventory unit of measure to use when technicians create purchase orders.

The default vendor ID to use when a vendor name is not displayed in the lookup window. Technicians can select the Unknown Vendor option on devices when they purchase an item from a new vendor who is not set up in Service Management.