Purchase Orders

You can create purchase orders on your mobile device for items that need to be purchased while on a service call. You can sync purchase orders with WennSoft Service at any time. Purchase orders are processed in WennSoft Service and Business Central.

Create a Purchase Order

Purchase orders (PO) and PO lines must be added to the appointment before you complete the appointment.

1. You can create a purchase order from the Home screen or from an appointment:

   • From the Home screen, select Purchase Orders.

   • To create a purchase order from an appointment, select Appointments. Select the appointment and select More.

   • Select the PO Lines tab, and then select the New icon.

2. Complete the following:

   • PO (required): This read-only field shows the purchase order ID. This will display as PENDING when creating the PO.

   • Vendor (required): Select the vendor.

   • Purchase Order Date (required): This field defaults to the current date. However, this can be changed.

   • Requested By: This read-only field displays the name of the technician creating the purchase order (you).

   • Status (required): This read-only field displays as Draft.

3. Select Save.

Add the PO Line(s)

1. On the Purchase Orders pane, after creating the purchase order, select + Line to add a purchase order line.

2. In the PO Lines pane, some fields might display information automatically, based on the MobileTech setup. Enter information in these fields, as necessary. (* Required field)

   • Purchase Order (required): This read-only field displays (Unknown). The purchase order number is assigned after you sync your device.

   • Service Call (required): Select the service call the purchase order is to be added to. If you are creating the purchase order from an appointment, the current service call defaults into this field. You can select a different service call by selecting the drop-down.

   • Module: This read-only field defaults to Service.

   • Warehouse: This read-only field displays the warehouse (truck) that is assigned to you in WennSoft Service.

   • Product (required): Select the product from the drop-down. If the product to be added is not on the list, you must call your office to have the product added in Business Central.

   • Quantity (required): Enter the quantity of the product added to the PO.

   • Unit Cost: The unit cost defaults into this field; however, you can edit this amount if needed.

   • Total Cost: This read-only field displays the total cost of the line item.

   • Description: Enter a description.

   • Select the Save icon. You can add more PO lines, if needed.
     Note: You can add lines for other service calls that are on your device. The purchase order is added to the Purchase Orders list for the appointment. If you have added lines for other service calls to the one purchase order, the purchase order and associated line display on the associated appointment. This will display as “Pending PO” until you have synced your device.

Edit or Delete a Purchase Order Line

You can change purchase order lines and create additional lines after you save a purchase order.

If the purchase order status is Draft and the PO line status is Pending or Canceled:

• To edit a purchase order line, select the line and make the necessary changes. Select the Save icon.

• To add lines to a purchase order, select the PO Line tab, and then select + Line for the purchase order you want to add the line to. Enter information in the PO Lines pane, as needed, and then select the Save icon.

If the purchase order line status is Draft:

• To remove a purchase order line, select the line and select Delete.

View a Purchase Order From an Appointment

You can view all purchase orders added to the service call.

1. Select Appointments. Select an appointment and select More.

2. Select the PO Lines tab to view the purchase orders available on the appointment.

3. Select a purchase order line, and then select More to display additional purchase order information.

View All Purchase Orders From the Home Screen

You can view all purchase orders from the Home screen.

1. From the Home screen, select Purchase Orders.

2. From the Purchase Orders list, select a purchase order.

3. Select a purchase order line to view additional information.