Menu Path
Purchasing > Purchase Orders
Description
The purchase order creation process has several steps. First, create the purchase
order header and then add line items for parts and services. At this stage, you can
also adjust part charges, associate clauses, create work orders and activities from
service lines, and associate assets for parts tracked by asset. Next, change the status
to Ready for printing to print the purchase order for approval.
Finally, approve the purchase order and send it to the supplier. To change the status
of a purchase order, enter a new status on the Record View page of the Purchase Orders form.
Related topics
Creating purchase order headers
Adding part details to purchase orders
Adding multiple parts to purchase orders
Selecting multiple supplier catalog parts for purchase orders
Associating clauses with purchase orders
Adding service details to purchase orders
Copying purchase orders
Defining credit cards
Viewing tracking for purchase orders
Viewing transactions for purchase orders
Associating addresses
Managing your account
Defining account details
Associating documents with records
Electronic records
Managing description translations
Viewing open repairs for purchase orders
Viewing documents associated to a purchase order