Creating Records Through a Purchase Order

When a purchase order for an inventory item is processed, if the inventory item is linked to an equipment model, an equipment record is automatically created in Equipment Management. This process now creates an equipment record in Service Management as well.

1. Select Transactions > Purchasing > Purchase Order Entry.

2. Complete the Purchase Order Entry window as usual. When you add an inventory item that is linked to an equipment model, the Purchasing Equipment Creation Entry window opens. You are limited to creating a maximum of 99 pieces of equipment in this window. To create more items, you will need to create additional purchase order lines.

3. Enter information for the new Equipment Management record. If you would like to create a Service Management record as well, enter a Customer ID and Address Code. Your entries in the Model, Equipment Type, and Manufacturer fields apply to both the Equipment Management and Service Management equipment records.
4. Select Create to create the Equipment Management record(s) and generate a new Equipment Management Equipment ID for each new record. If you chose to create a Service Management record and filled the appropriate fields, the Signature Equipment ID is generated as well. You can still change, add, or delete the Customer ID, Address Code, and WS Equipment ID before the Service Management record is created.
5. Select OK to return to the purchase order. The Equipment Management and Service Management equipment records will be created when the purchase is processed.