Service Lines on Purchase Orders

Purchase Orders can be generated with service lines.

After adding a particular service to a customer order in the Order Entry module, this line may be put in a status of Gen PO and create a new Purchase Order in the Inventory module.

Creating the Customer Order and Entering the Service PO
Enter the customer order as normal.  Enter the service line and make sure that the line status is GEN PO. Click the PO button.

Generate this PO as normal. Select the option that says "Generate PO Only".

The Purchase Order will be located on the PO screen and in an open status ready for receiving.

Costing the Service Line
Go to File>Special Receiving>Costing Service.  In order to send the information from this Purchase Order over to Accounts Payable, tag the purchase order or orders and click the AP button located at the far right side of the toolbar.

Click this link for field explanations. 

After clicking the AP button, the following screen will display.

Confirm that the information on this screen is correct and then click OK. All information is now ready to be processed through the AP module.