Item Type

Select the type of PO item that you would like to create. The data required for the purchase order item will differ slightly depending on the type selected.

Note: This field differs from the Item Type field on the PO Purchase Order form because it does not include an SM Work Order option. The SM module is currently not integrated with the Process Workflows feature.

Line Type

Specific Fields

1-Job

JC Co, Job, Phase, CT

2-Inventory

IN Co, Loc

3-Expense

4-Equipment

EM Co, Equip, Comp Type, Component, Cost Code, CT

5-EM Work Order

EM Co, WO, WO Item, Cost Code, CT

Overview of PO item types

PO Pending Purchase Orders