Good morning,
Testing Service Orders, I’ve created Purchase Orders from both the Service Order and the Appointment.
Is the information for the POs supposed to automatically fill from the Appointment/Service Order? It doesn’t now, I’m wondering if I’m doing something wrong.
Thanks.
Best answer by Anacarina Calvo
When you indicate that the cursor moves to the date, are the Vendor and Vendor Location fields set?
+4Hi
What information are you looking to be copied from the Service Order/Appointment to the PO?
Fields that are copied are Unit Cost, Vendor, Vendor Locations, Attachments and Notes
+17Hi
Are you referring to items being copied to the Purchase Order? I have found that if you do not have a vendor assigned to an item, it will not create the PO.
I did test this locally and found that with an item that has a Default Vendor, it will create the PO. Also, ensure that the Mark for PO box is checked.
In the Purchase Order, when I click on “Process”, the cursor moves to the date.
When I click on “Process All”, the PO is processed.
What could be causing that?
+4
When you indicate that the cursor moves to the date, are the Vendor and Vendor Location fields set?
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