SM Purchase Order Entry Form
Use the SM Purchase Order Entry form to enter purchase orders for an SM work order.
You can access the SM Purchase Order Entry form by clicking the Create PO button in SM Work Orders.
When you need to purchase materials for a work order, using this form allows you to get a purchase order in the system with minimal information, and without leaving the work order. Information not initially entered on the PO can be entered later when more details about the purchase are available.
Once you finish entering a purchase order and save the record, the system automatically creates a PO entry batch. If you assigned a vendor to the purchase order, the system posts the batch and generates a work completed purchase line (in SM Work Orders, Work Completed tab). If you did not assign a vendor, the batch remains open and flagged with a status of 'Reserved'. You can access the purchase order in either SM Purchase Order Entry or PO Purchase Order Entry for editing. The work completed purchase line will not be generated until you assign a vendor and post the batch.
You can see cost information for each purchase order item using the Cost tab; however, values are not populated until you close and reopen the form. Once you receive a purchase order item (via PO Receipts Entry, PO Initialize Receipts, or AP Transaction Entry), the system updates the received, back ordered, invoiced, and remaining values accordingly.
Click the links below for more information.