Purchase Orders

You can create purchase orders on your mobile device for items that need to be purchased while on a service call. The purchase orders are sent to the host system to be processed in Service Management and in Purchasing. You can also receive items on drop-ship purchase orders while on a job appointment or service call.

You can create purchase orders only for service appointments, not for job appointments or technician activities. However, you can receive drop-ship purchase orders for job appointments and service call appointments.

You can sync purchase orders with the host system at any time. However, after a purchase order has been synced, you can't change it or delete it. For more information, see Create a Purchase Order and Change or Delete a Purchase Order Line.

If you received purchase order items while on a job appointment or service call, you can mark those items as received. You can also receive partial shipments. For more information, see Receive Items from a Drop-Ship Purchase Order.

Viewing Service Management purchase orders

Purchase orders that have been added to a service call in Service Management can be viewed on your mobile device. These purchase orders are read-only and cannot be edited. For more information, see View a Service Management Purchase Order.