Purchase Order > PO from RO Screen

The Purchase Order Tab

potab_on_wo

If the Purchase Order tab is available, you can select a Purchase Order (PO) by clicking on the Select PO button. You can add Parts to the PO manually by clicking on the Insert/Add button, but the idea here is to add parts from the work order. You can add inventory or non-inventory parts from the parts list on the left by clicking on the part (hold down the mouse button), and drag it (keep holding down the mouse button), and dropping it on the selected list.

If you drag and drop a part on the list by mistake, no problem, drag and drop again and the program will ask you if you want to remove the part from the PO list. If you say Yes, it will simply be removed. If you say no, it will display the PO list the part is on. Try it and play with it, it's easy to take parts off of the list.

You can tell if a part is on a PO list somewhere if the red dot is on the screen:

part_with_redx

Notice the Red dot, this means the part is on a PO somewhere. To find the PO that has the part, just drag and drop it onto the PO list. The program will ask you if you want to delete the part off of the PO. Say NO, and the PO that has the part will display.

Tricky? Yes! But Cool! And, let's say you accidentally put the part on the wrong PO.. no problem, drop it back onto any PO, tell it to delete, then select the right PO, and drag it onto that one.

If you still have the part in the wrong PO, and go to the PO screen where you will place the part(s) on order (tell the program the parts have actually been ordered), then there is a way to transfer a part from one PO to another.

The red dot knows that the part has bee put on a PO, but there is no way to know if the part was actually ordered.

Normally, all order items will be from the same vendor, but we don't force it. But when you drag a part to a PO that is a different vendor, the program will offer to update the Parts vendor. If you say no, the vendor on the part will remain as it was.

One of the great things about adding items from the work order screen, is when you receive these items, they remember where they came from, and will display the work order, customer, and vehicle information when receiving. So you'll know where to put the parts. It's always a good thing to know where the parts go!

Once the part is received (if it has been put on the PO in this manner), a green dot will display. That way a technician can look at the RO and see his part has been received at the shop. This is theoretical of course, another tech might have absconded with the part, which can happen if a shop orders many of the same parts.

You can see information about the PO status for the part at the bottom of the part screen...

part_PO_status

PO# 0

When you drop parts onto PO# 0 (The default PO when you first enter into a work order screen), the program will not ask you to change vendors, and all of the parts will be added to PO# 0. Then, when you go into the PO screen, it is very easy to assign each part order to a PO. This will save you time here so you can do the real ordering later. If the PO has a number, just right click on the PO button and it will change it back to the PO# 0 list.