Workflow Purchase Orders | WennSoft Documentation

A PO workflow step is scoped to the current appointment's service call. It supports technician-relevant creation and editing.

Create a Purchase Order

Open the PO step.

Select New PO.

Select Vendor. Vendor can be selected only during initial creation.

Enter Purchase Order Number only when the form requires manual entry. Otherwise the server manages the number.

Enter Order Date.

Enter Expected Receipt Date. It cannot be earlier than Order Date.

Save the purchase order header.

If the number is server-assigned and you are offline, expect the number to display as pending until synchronization.

Add a PO line

Expand the Purchase Order card and open PO Lines.

Select New Line.

If available, choose Inventory, Non-Inventory, or All above the product picker. Service products never appear.

Select Product.

Select the required Cost Category.

Review or edit Description.

Enter Quantity greater than zero.

Enter Unit Cost of zero or greater.

Select Warehouse. When only one option exists, it is selected automatically.

10. Enter Expected Receipt Date when needed.

11. Save the line.

Add a PO note

Expand the Purchase Order card and open Notes.

Select New Note.

Complete Title and Note when required.

Set the Internal Note option when appropriate.

Add Attachments when enabled.

Save the note.

Editing a Purchase Order

Purchase order headers and lines are editable only in supported statuses such as Draft and Pending Approval. Later statuses remain viewable. Vendor is read-only after the first successful header save.

Purchase Order Field Definitions

UI label	Definition
Vendor	The active vendor for the purchase order. It is selectable during initial creation and read-only after the first save.
Purchase Order Number	The PO identifier. It is entered only when manual numbering is required; otherwise it is system-managed and may remain pending until online.
Order Date	The date of the purchase order.
Expected Receipt Date	The expected receipt date. It cannot be earlier than Order Date when both are present.
Product	The Inventory or Non-Inventory item for the line. Service products are excluded.
Cost Category	The required service cost category for a service-call-targeted PO line.
Description	The PO line description, defaulted from the selected Product and editable where permitted.
Quantity	The requested line quantity. It must be greater than zero.
Unit Cost	The cost for one unit. It must be zero or greater.
Warehouse	The warehouse for the PO line. It is required and is auto-selected when exactly one option is available.