Create a Purchase Order

Depending on your setup, you can add purchase order lines when completing a service and/or job appointment. You may also be able to view and add a purchase order directly from the Home screen. The PO Line shortcut must be added by your company in order to display on the Home screen.

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.

Accessing the PO Line Form from an Appointment

1. Select Appointments. Select an appointment and select Complete.
2. Select the PO Lines tab, and then select the New icon.
3. Continue with Create the Purchase Order below.

Accessing the PO Line Form from the Home Screen

1. From the Home screen, select PO Lines.

2. Select a PO Line and then Add PO Line or you can select the + and select the appointment to add the purchase line to. 

   You will only see appointments and purchase order lines that your user is associated with
3. Continue with Create the Purchase Order below.

Create the Purchase Order

1. In the PO Lines pane, some fields might display information automatically, based on the MobileTech setup.

2. Enter information in these fields, as necessary.

   Field	Description
   *Service Call/Job	Service call or job 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 Signature. Enter the name of the vendor in the Vendor Name field. This field might not be displayed, depending on the setup.
   *Vendor ID/Vendor Name	Select the vendor who is 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. This field is hidden if you don't have inventory assigned to your site or if you don't have any sites assigned.
   *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 of the item.
   Enter Site Name	Mark this option to enter a site that is not listed in the Site field. This field is hidden if you do not have any sites assigned.
   *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 that is 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 that is 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 depends on the type of appointment you are adding the purchase order to: Service appointment: The cost code of the purchased item. A default cost code is displayed, but you can change it. Job appointment: The non-labor cost code of the purchased item. If one non-labor job cost code exists on the job appointment, the job cost code will auto-populate. The field is blank and you can select the job cost code from the drop-down list if more than one non-labor job cost code (or none) exists on the job appointment.
   *Quantity	The number of items being purchased 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

3. Select the Save icon. The purchase order appears in the list of purchase orders for the appointment.