Job Management Purchasing Parts and Expense Items Ordering Parts from Accounts Payable
Ordering Parts from Accounts Payable (continued)
4. Navigate to the Parts tab in the center area of the Purchase Order form. Fill in the information on each line; for additional part, continue on to the next line and fill in the information. Detail field description for the Parts tab is listed below. When finished entering all part lines, press the OK button located at the lower right of the form to save the Purchase Order.
Select parts by positioning the mouse in the Part field in the grid section of the form. Press the lookup button to the right of the field to open the parts lookup form; select the desired part. Continue adding parts until finished. Press the OK button located at the lower right of the form to save the Purchase Order.
Part - Select parts by positioning the mouse in the Part field in the grid section of the form. Press the lookup button to the right of the field to open the parts lookup form; select the desired part.
Description - The description of the part will default into this field.
Vendor Part - The Vendor Part number will default into this field.
Quantity - The quantity will default to 1; enter the quantity if more than one is being ordered.
Cost - The current cost from the part setup will default into this field. If the part is being purchased at a cost different than this amount, the User may override the unit cost.
If overriding
the cost and you want the exact cost of the part applied to the Job
material expenses, you have two options: 1) when receiving the
Purchase Order, make certain to select the Receive & Issue
Immediately option or 2) Check the Direct Expense checkbox located
at the upper right of the Purchase Order form.
Amount - The amount will automatically fill in with the quantity times the cost.
BO - This is the Back Order field. If the part is known to be on back-order from the Vendor, the User may select this option. Purchase Orders with one or multiple parts marked as back ordered will be displayed in the Purchase Order List with a red font.