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A purchase order that is entered in MobileTech by a technician must be reviewed, committed, and processed in Service Management and Microsoft Dynamics GP Purchasing before costs that are associated with the purchase order can be processed in the system.

To allow technicians to quickly work and provide information to customers in the field, purchase orders for service invoices and field invoices do not include taxes unless the invoices have been received in the Purchasing module of Microsoft Dynamics GP.

Process purchase orders that were entered by technicians

After a purchase order has been synced with the host system, you can view and process the purchase order in Service Management.

Costs that are associated with a purchase order are displayed in Service Management as committed costs on the service invoice.

  1. To view and process purchase orders that were sent from MobileTech, in Microsoft Dynamics GP, choose Inquiry > Service Management > Mobile Purchase Order Inquiry. The Mobile Purchase Order window is displayed.
  2. You can choose Print to print the Mobile Purchase Order report, which displays information about the purchase orders that need to be processed.
  3. Select the transactions from MobileTech to process and choose Process.
  4. Choose Redisplay to update the list of purchase orders that were submitted by technicians.

Post purchase orders in Microsoft Dynamics GP

  1. To post purchase order transactions in Microsoft Dynamics GP that originated from MobileTech, in Microsoft Dynamics GP, choose Transactions > Purchasing > Purchase Order Entry. The Purchase Order Entry window is displayed.
  2. In the PO Number field, select a purchase order.

  3. View and change other information as needed. For example, you can add freight, tax, and miscellaneous amounts to the purchase order. 

    A purchases tax schedule for a company must be set up in the Company Setup window (Microsoft Dynamics GP > Tools > Setup > Company > Company) before you can process taxes for purchase order receipts.

  4. Choose Commit. Purchase orders that are committed are available in MobileTech so that technicians can enter purchase order receipts for inventory items.

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