Create a Purchase Order

If your organization uses SOP invoicing in Signature Service Management, you can't create purchase orders. You must use service invoicing. Also, so that you can quickly work and provide information to customers in the field, purchase orders for service invoices and field invoices don't include taxes unless the invoices have been received in the Purchasing module of Microsoft Dynamics GP.

Choose Appointments. Select an appointment and choose Complete.
Choose the PO Lines tab, and then choose the New icon.
In the PO Lines pane, some of the fields might display information automatically, based on the MobileTech setup.

Enter information in these fields, as necessary.

Field	Description
*Service Call	Service call information is displayed and can't be changed.
*PO Number	The purchase order number. Depending on the setup options for generating purchase order numbers and purchase order prefixes, a purchase order number might be displayed, or you can enter a purchase order number.
*Date	The date of the purchase. The default date is the current date, but you can change it.
Unknown Vendor	Mark this option if the item for the purchase order is from a vendor who isn't set up in Service Management. Enter the name of the vendor in the Vendor Name field. This field might not be displayed, depending on the setup.
*Vendor Name	Select the vendor associated with the purchase order, if information about the vendor is set up in the host system. If the vendor isn't set up in the host system, mark Unknown Vendor and enter the name of the vendor. The default value is UnknownVendorID. If a vendor has been marked Inactive or On Hold in Signature, they will display in MobileTech.
Non-Inventory	Mark this option if this is a new item or an item that is associated with a new vendor that you entered.
*Inventory/Item Number	The label that is displayed depends on the inventory setup options. Select an existing inventory item number or enter a new one. If the item is new, the item is created as a non-inventory item for the purchase order when you sync the purchase order.
Item Description	A description is displayed if you selected an existing inventory item. If this is a new item, you can enter a description.
Enter Site Name	Mark this option to enter a site that is not listed in the Site field.
*Site	Select a site where the item should be assigned. If a site is designated as a default site in the setup and the technician is assigned to the site in Service Management, the default site is displayed, but you can change it. If a technician isn't assigned to the site designated as the default site in the setup, the field is blank. Only sites that the technician is assigned to in Service Management are available.
*U of M	Select a unit of measure that best represents the typical item being purchased. If a default unit of measure is designated in the setup, the default unit of measure is displayed, but you can change it.
*Cost Code	The cost code that pertains to the purchased item. A default cost code is displayed, but you can change it.
*Quantity	The number of items being purchased, which must be 1 or greater.
*Unit Cost	The cost of each item that is purchased. The default amount is displayed, but you can change it.
Extended Cost	This amount is calculated automatically, based on the cost and the quantity (Cost x Quantity = Extended Cost).

*Required field

Choose the Save icon. The purchase order appears in the list of purchase orders for the service appointment.