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 and job appointments, not for technician activities.

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.