Creating and revising purchase orders
Create and revise purchase orders. The purchase order creation process
has several steps. First, create the purchase order header and then add line
items for parts and services. At this stage, you can also adjust part charges,
associate clauses, create work orders and activities from service lines, and
associate assets for parts tracked by asset. Next, change the status to Ready
for printing to print the purchase order for approval. Finally, approve the
purchase order and send it to the supplier. To change the status of a purchase
order, enter a new status on the
Record View page of the
Purchase Orders form. See the
following descriptions when changing the status:
- Unfinished—The purchase order is at the creation stage; create the purchase order header and add parts.
- Ready for printing—The purchase order is ready for approval/printing.
- Cancelled—The purchase order is cancelled.
- Approved/completed—The purchase order is approved and ready to be sent to a supplier.
Note: When you approve a purchase order
containing lines with repairable spare parts of
Type External Repair, the
system moves the
Requested Qty. (UOM) of the
part from the
Qty. for Repair to the
Qty. at Supplier on the
Stores page of the
Parts form. If the is part
tracked by asset, the system changes the status of the asset associated with
the part to In Repair. If the asset is a parent in an asset hierarchy, the
system changes the status of any dependent child assets to In Repair.
If you cancel a purchase order containing lines with repairable spare parts of Type External Repair, the system gives you the option to cancel the requisition. If you select to also cancel the requisition, the system deletes the repair detail assignments for the part, and if the parts have been moved from Qty. to Repair to Qty at Supplier, the system moves the parts back to the Qty. for Repair.