Creating a Purchase Order in a Workfile

This feature allows you to order parts by part type, and to edit the purchase order quantity. Add comments in the comment field at the bottom, or from the Add Footer droplist.

To create a purchase order in a workfile

1. Open the repair order workfile.
2. Select the Parts tab, and then select New Purchase Order from the toolbar.
   
   - or -
   
   Select Actions > New > Purchase Order from the workfile menu bar.
3. Click the Vendor droplist, and then select a vendor.
4. If a preferred vendor is not listed, click on the Click here to select another Vendor link. The Search Vendors screen opens.
5. Enter part or all of the vendor name in the Vendor Name field (optional), and then click Search.
6. Select the vendor, and then click OK.
7. Enter the required by and expected dates.
8. From the toolbar above the lines pane, click Select, and then select the appropriate part type group from the droplist.
   
   - or -
   
   Select the Order option for each line to be ordered.
   
9. Enter information to the vendor in the footer pane field.
10. Select Save and Close or Save and New.

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