Sometimes a customer may require a Purchase Order on a Service Ticket. If so, you can set up the customer System so that a PO is required when creating a Service Ticket.
Customer System
- Go to the Customer Account and Right-Click on the System that needs to have a Service Ticket created.
- Select Edit.
- Under “Service Information” select the box for “Require PO” and save.
- Next, Create a New Service Ticket for that System.
- Enter the Problem Code and PO Number click Save.
If a PO Number was not entered in that field, then a pop-up will appear advising a PO Number must be entered to create the Service Ticket.
