Create Purchase Orders
Counter Menu -> Reservations
-> CONVERT button -> Convert Reservation to Contract -> Create
Purchase Orders
Counter Menu -> Quotations
-> CONVERT button -> Convert Quotation to Contract -> Create
Purchase Orders
Counter Menu -> Counter
Worksheet -> Convert to Contract action ->
Create Purchase Orders
When an eligible re-rent product, sales product, or service is
put on a document that is being converted to a contract, the
operator is always provided the option to Create Purchase
Orders by selecting the product to order.
Then the P.O. details can be captured in the resulting Purchase Order Information window.
Refer to Contract/Purchase Order Link
Overview for details on this feature and for determining
products 'eligible' for this order method.
This window can be used to select the product to be ordered for
this contract, as follows:
-
- CONTRACT #
- The contract number and the customer name are displayed for
reference.
SEQ
- The sequence number indicates the position of the transaction
on the contract product details or service details.
Service transactions have an S prefix and product details
transactions have a D prefix to identify the source.
PRODUCT NUMBER
- The product number or service code is displayed.
DESCRIPTION
- The product description or service is displayed.
STATUS
- The product status of O for Out, or SVC for service product is
displayed.
QUANTITY
- The quantity for this detail line is displayed and if a P.O. is
create the full quantity will be ordered.
UNIT PRICE
- The price for the product or the amount charge for the service
on the contract, is displayed.
CREATE P.O.
- Uncheck this box if a P.O. should not be created at this time
to order this product.
Check this box to immediately generate a Purchase Order for this
product or the product associated with the service, and enter the
P.O. details in the Purchase Order
Information window.
P.O.#
- The Purchase Order number is displayed if a P.O. has been
created to order this product.
This is information only and cannot be changed.
Finished?
- Click ACCEPT to exit and continue with the contract.
Topic Keyword: RSCH02P (4214)