Difference between revisions of "21 PO from Repairs"
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Simon Clive (Talk | contribs) (Created page with "PO From Repair How do you create a Purchase Order from the repair? A repair or service for a peice of equipment can also involve the use of parts or "products". Adding these t...") |
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| − | PO From Repair | + | '''PO From Repair''' |
| − | How do you create a Purchase Order from the repair? | + | How do you create a '''Purchase Order''' from the repair? |
| − | A repair or service for a peice of equipment can also involve the use of | + | A repair or service for a peice of equipment can also involve the use of '''Parts''' or '''"Products"'''. Adding these to the repair creates both a service record and a cost on the invoice for the repair. In the event that these products need to be ordered in for the repair, this can be done from the repair creating a full record of orders and costs. |
| − | creates both a service record and a cost on the invoice for the repair. | + | |
| − | ordered in for the repair, this can be done from the repair creating a full record of orders and costs. | + | |
| − | + | ||
| − | + | ||
| − | + | *To order '''Products''' for a repair select the '''Workshop''' Module and then the '''Repairs List''' Button | |
| − | + | *Select the '''Repair''' you are working on | |
| − | Select | + | *Select a '''Product''' or '''Products''' from the drop down list under the Product tab |
| − | Select a | + | *Enter the '''Quantity''' required |
| − | Enter the | + | *Select the '''Smart Order''' button - This will create a '''Smart Order''' for the products listed with the '''Repair Number''' recorded in the description and the '''Customer/Job''' recorded against the product |
| − | Select the Smart Order button | + | *Select the'''Create PO's''' button to create the individual '''Purchase Orders''' |
| − | This will create a | + | |
| − | + | ||
| − | Select Create PO's button to create the individual Purchase Orders | + | |
Latest revision as of 14:02, 20 October 2011
PO From Repair
How do you create a Purchase Order from the repair?
A repair or service for a peice of equipment can also involve the use of Parts or "Products". Adding these to the repair creates both a service record and a cost on the invoice for the repair. In the event that these products need to be ordered in for the repair, this can be done from the repair creating a full record of orders and costs.
- To order Products for a repair select the Workshop Module and then the Repairs List Button
- Select the Repair you are working on
- Select a Product or Products from the drop down list under the Product tab
- Enter the Quantity required
- Select the Smart Order button - This will create a Smart Order for the products listed with the Repair Number recorded in the description and the Customer/Job recorded against the product
- Select theCreate PO's button to create the individual Purchase Orders
