Phase

This field only displays if the line type is 6-SM Work Order and you specified a job-related SM work order.

The system only enables this field when you specify a work order scope (in the SM Scope field) that is not assigned a phase (in SM Work Orders).

Required.

Enter the phase (from JC Job Phases) to which this purchase order item applies.

Note: The system will also enable this field if the work order scope phase does not match the PO item phase. This condition will only occur if you assign a phase to the work order scope after you enter the PO Item or if you change the phase on the work order scope and it differs from the PO item phase.Locked Phases vs. Non-Locked Phases

If the job specified for the work order is locked (i.e. the Phases on this job are locked box is checked in JC Jobs), the phase entered here must be set up for the job in JC Job Phases. If the phase is not set up for the job, you can press F5 from this field to access JC Job Phases. Once you add the phase and exit JC Job Phases, you can specify the phase here.

If the job is not locked (i.e. the Phases on this job are locked box is not checked in JC Jobs), you can enter any phase from JC Job Phases or JC Phases, or any phase that matches the valid part of phase defined in JC Company Parameters.

For example, say the Number of valid characters in Phase code field is set to 8 (in JC Company Parameters). The JC Phases contains phases 03110-120 and 03110-140-. If you enter phase 03110-120-100, the system will allow it since the first 8 characters (bolded) match the first 8 characters of phase 03110-120-. However, if you enter phase 03110-130-, it will not be allowed, since the first 8 characters do not match any phase in JC Phases.

PO Purchase Order Entry