PMXpert User Manual

Create a Purchase Order for a Work Order

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Create a Purchase Order for a Work Order

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Create a Purchase Order for a Work Order

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From the Work Orders screen, you can create a purchase order for all of the items that are required in the work order.

1.Find the work order for which you want to create a purchase order.
2.In PMXpert’s main menu, select Work Order | Create Purchase Order.

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3.The Purchase Order [New] window opens.
4.The Description will default to “For Work Order [number of work order you were working in]”, but you can change or add to the description it if you want.

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5.From here, you can follow the instructions in Chapter 8: Purchase Orders, Create Purchase Orders Manually to fill out the rest of the required information.
6.Click Save.  The Confirm dialog box will tell you that the purchase order has been created and will ask whether you would like to authorize it now.  Click Yes if you want to authorize the purchase order, or No if you do not.
7.If you click Yes, the Authorize Purchase Order window will appear.  Change any of the fields if required, referring to Chapter 8: Purchase Orders, Authorize a Purchase Order if required, and click OK.