Purchase Order Sourced from Work Order

A Purchase Order can be created from a work order where at least one line item is being sourced directly from a supplier (source = purchase).  Generally, these are created for non-stocking items and special price product.  To create a PO from a work order;

1. Select Procurement from Work Order (top right dropdown menu)
   
2. Select a supplier(s) and click create
   
3. A new PO will be created.  Click PO# and close procurement window.
   
4. Update the line item unit pricing
   
5. If applicable, add discount, freight, and surcharges
   
6. Send/Email PO to supplier

Interactive Demo: Create a Sourced Purchase Order

  

The Work Order # the PO is tied to will appear in the top bar and is hyperlinked to that event.

Note: If the the same product is listed twice on a work order, after creating the purchase order do not combine the lines into 1 line item on the PO.  Each work order line would require a tied line from the PO.  If you need to correct procured inventory by adjusting out a tied line, here is more information.   

More PO functionality can be found on Creating a Purchase Order Article.

• Related Articles

• Creating a Work/Sales Order

  A work/sales order can be created at this stage or converted from a quote. Non inventory, or out of stock product can be procured from a work order and a tie will be established between the events. To create a quick sales order; Click on Create Work ...

• Non-Stock and Special Order Products

  To set up a product code for a non-stock product, the inventory checkbox should be unchecked. Add the non-stock to an order sourced to Purchase. Then edit the product name to refer to the product and include the supplier product number, if possible. ...

• Creating a Purchase Order

  Supplier Purchase Orders can be created by three different methods; direct entry from Purchase Order screen from a Work Order where at least one line item is set to source from purchase through Inventory Replenishment These are the steps to create a ...

• Sales / Work Order List

  The "Work Order List" screen allows you to easily find and navigate to Work Orders.  Let's familiarize you with the functionality of the screen. "Create Work Order" - Click this button to create a new Work Orders, from scratch. The "Open - Closed - ...

• Special Order PO from Work Order

  When ordering special order product use a non-inventory product. The name can be edited on the work order and notes can added to detail the product. Interactive Demo: Special Order PO from a Work Order