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 can 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 can be created for parts, expense items, or both. Purchase orders can 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 can be linked. If a purchase order is created for expense items only, multiple jobs can be linked to the purchase order.
Note: A purchase order for parts or expense items only that are related to service or inspection tickets can 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
