We went live with Field Service in July 2024. The ONE thing we are struggling with is the requirement to add purchase order items as quickly as they are needed. If our guys are at the hardware store buying a variety of nuts and bolts, it is cumbersome to enter these details at the time of purchase for the techs in the field on their iPads or the people in the office. In our former software (Sage 300 - and yes, we know it is antiquated), but we could have a blank Purchase Order and fill in the purchases later. At the very lease, a blank purchase order alerted us that we have an vendor purchase against the appointment. Because of this limitation, we are not using purchase orders at all. Have any of you figured out how to enter a blank Purchase Order in Acumatica?
How to issue Purchase Orders to vendors on appointment with no items listed on the Purchase Order?
Best answer by vdiaz
The only was to create a purchase order from an appointment is by selecting at least one item as Mark for PO. Then, create the purchase order using the Create Purchase Order action on the appointment. It works similar on the Service Orders form.
Unfortunately there is no way to create a purchase order without items from an appointment or a service order. You could create a blank purchase order, but there will be no way to link it to the appointment later.
Maybe you could add a miscellaneous non-stock item that can be marked to purchase and create the purchase order using this item?
+16Hi
Are they using the actual mobile app or the website?
The mobile app may be the quicker way.
Thanks for replying! We need to create a PO with no items on it, and then complete the purchase order later. Any ideas on how to issue a blank PO for a vendor?
+16Thanks for replying! We need to create a PO with no items on it, and then complete the purchase order later. Any ideas on how to issue a blank PO for a vendor?
Are you putting a cost on it?
Can you provide more details about this, like what it’s being used for and why?
+2
The only was to create a purchase order from an appointment is by selecting at least one item as Mark for PO. Then, create the purchase order using the Create Purchase Order action on the appointment. It works similar on the Service Orders form.
Unfortunately there is no way to create a purchase order without items from an appointment or a service order. You could create a blank purchase order, but there will be no way to link it to the appointment later.
Maybe you could add a miscellaneous non-stock item that can be marked to purchase and create the purchase order using this item?
But, if items are added to the PO, they are not linked to the appointment. Any ideas how to work around this?
+2
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