A Purchase Order is used to order inventory parts or services from a Vendor. If your company is using the Job Management module, it is highly recommended Purchase Orders be created for Job parts and expenses.
A Purchase Order may be created in various locations throughout the SedonaOffice application, each of which is listed below.
- Accounts Payable/Purchase Orders option
- Within a Job record
- Within a Service or Inspection Ticket
- Warehouse Explorer
- Parts Explorer
- Vendor Explorer
Purchase Orders may be created for Parts, Expense Items or both. Purchase Orders may also be linked to a Job or Service Ticket. If linking a Purchase Order to a Job or Service Ticket, only one Job or Service Ticket number may be linked. If a Purchase Order is created for Expense Items only, multiple Jobs may be linked to the Purchase Order.
Note: A Purchase Order for Parts or Expense Items Only which are related to Service or Inspection Tickets may be linked to only one Ticket Number; multiple Ticket Numbers on a Purchase Order are not supported by the software.
Follow the topic links below for further instructions.
Purchase Order form Definitions
Purchase Order List Definitions
Create a Purchase Order from Accounts Payable
Create a Purchase Order from a Vendor Explorer Record
Create a Purchase Order from a Parts Explorer Record
Create a Purchase Order from a Warehouse Explorer Record
Create a Purchase Order for Parts from a Job
Create a Purchase Order for Expense Items from a Job
Create a Purchase Order for Parts from a Service Ticket
Create a Purchase Order for a Service Provider from a Service Ticket