Use this field to select the type of PO line item that you would like to create. This field is only enabled when creating new PO item lines.
1-Job – Order materials for jobs. Multiple jobs may be on the same PO and do not have to match the job selected in Job field. Job item lines interface with the JC module to update committed costs and units to specific job/phase/cost type combinations.
2-Inventory – Purchase items that you stock in your inventory. This type of PO item line interfaces with the IN module to automatically track items on order and those that have been received but not yet posted as payable in the AP module.
3-Expense – Order items that are not for a job, inventory, work order, or equipment - for example office supplies and office equipment. If using the EM module, you should use this type for actual equipment purchases. This type of purchase order only interfaces with the AP and GL modules, and does not generate any committed costs.
4-Equipment – Order items used with equipment - for example operating costs such as parts, oil, and fuel, and repair costs. Assigning EM module cost types and cost codes allows you to track these costs for each piece of equipment. Entries for this type of PO do not directly update EM. This occurs when the invoice is posted in AP.
5-EM Work Order – Order items needed to complete work orders set up in the EM module. Entries for this type of PO do not directly update EM. This occurs when the invoice is posted in AP.
6-SM Work Order - Purchase materials for service work orders (i.e., work orders set up in the SM module). Entries of this type will auto-generate a work completed purchase line for the work order (in SM Work Orders, Work Completed tab), and add the purchase order to the Purchase Orders grid in SM Work Orders.