The user has the ability to create Purchase Orders out in the field if there is a requirement to purchase an item to complete a job.

This feature needs to be turned on in the Config Tool and also the visibility of the buttons for this feature is based on the security for the current user. Both Purchase Orders Add-On security related entries in Service Manager and Purchase Orders Add-On module has to be on for the current user.

 

 

 

To save the new item or service line and create a Purchase Order for that line, the user taps/clicks Save and Purchase Order button.

User can append this to an existing Purchase Order with first finder, but must select a vendor.

 

 

The rest of the fields are defaulted from the newly created line in the job.