Purchase Orders Overview

A Purchase Order is used to order inventory parts or services from a Vendor. If your company is using the Job Management module, it is highly recommended Purchase Orders be created for Job parts and expenses.

A Purchase Order may be created in many areas throughout the SedonaOffice application, each of which is listed below.

· From the Purchase Order option within the Accounts Payable Module

· Within a Job

· Within a Service Ticket

· From a Warehouse Explorer record

· From a Parts Explorer record

Purchase Orders may be created for Parts, Expense Items or both. Purchase Orders may also be linked to a Job or Service Ticket. If linking a Purchase Order to a Job or Service Ticket, only one Job or Service Ticket number may be linked. If a Purchase Order is created for Expense Items only, multiple Jobs or Service Tickets may be linked to the Purchase Order.

This section will describe how to create a Purchase Order for Parts, Expense Items and both Parts and Expense Items. Follow the topic links below for further instructions.

Purchase Order form Definitions

Purchase Order List Definitions

Create a Purchase Order from Accounts Payable

Create a Purchase Order from a Job

Create a Purchase Order from a Service Ticket

Create a Purchase Order from a Parts Explorer record

Create a Purchase Order from a Warehouse Explorer record

Closing a PO without Receiving (Cancelling a PO)