Processing Purchase Orders

1. In Forge, on the service call, click the Purchase Orders tab.

2. Open the purchase order and click Send to ERP.

Non-Inventory Items

1. In Business Central, go to Purchase Orders.

2. Open the purchase order.

3. Depending on your required fields, you may need to enter additional information such as Vendor Invoice No.

4. Click Post.

5. Mark Receive and Invoice.

6. Click OK.

7. You can choose to open the posted invoice or not. (Yes/No)

8. In Forge, on the service call, click the Service Costs tab.

9. The non-inventory item is displayed as a cost and the Cost Status is displayed as Posted.

Inventory Items

1. In Business Central, go to Purchase Orders.

2. Open the purchase order.

3. Depending on your required fields, you may need to enter additional information such as Vendor Invoice No.

4. Click Post.

5. Mark Receive and Invoice.

6. Click OK.

7. You can choose to open the posted invoice or not. (Yes/No)

8. In Forge, on the service call, click the Service Costs tab.

9. In progress…