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Creating Repair Purchase Orders From Scratch

If you are not managing an external repair with a work order, you can create a purchase order from scratch for off-site repairs.

To create a purchase order from a work order with a repair purchase requirement, please see Creating Purchase Orders from a Work Order.

To Create a Repair Purchase Order

1.	From the Site window, select the Purchasing view, the Purchase Orders tab, and then the Purchase Orders tab. By default, this tab lists all open purchase orders for the site and below.

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2.	Click New. The Purchase Order window appears.

3.	Browse to select the Supplier. The selected supplier must have a supplier resource set up for repairs.

4.	In the Title box, enter a descriptive name for the purchase order.

5.	Complete the remaining information for the purchase order as required.

6.	Select the Lines tab, and then click New. The Purchase Order Line dialog appears.

7.	On the General tab, select the resource for the unit that you want to repair. Enter the resource number or browse or click Supplied By to find the resource.

8.	Select the purchase type Repair Order. The Unit list on the Details tab becomes available.

9.	From the Unit list, select the unit for repair.

Note: If you select a unit that has not been issued from inventory (e.g. ‘Spare’), you will need to issue the unit before you can create the Ship unit for repair transaction.

10.	Select the Distribution tab, and complete the following information:

Setting Name

Description

Distribution Type

The distribution type for this purchase order line: Multiple Accounts or Single Account. Costs are posted to the account stated on the PO line when you mark it as received. Multiple Accounts: You can select fixed amounts or percentages of the total cost to be charged to various accounts. Single Account: All costs from this P.O. line will be charged to the account you select.

Work Order to Charge

The work order to charge with costs from this purchase order line. You can select a work order to charge if you have chosen Work Order as the charge type.

Work Order Task

The work order task that will be charged with the costs for this purchase order. Select the appropriate task from the list.

Asset to Charge

The asset to charge for the cost of this purchase order line. Click the arrow to select the appropriate asset. You need to select the asset if the charge type is Asset for this line.

Deliver-To Warehouse

The warehouse where the items ordered will be delivered.

GL Account to Charge

The GL account to charge for the costs from this purchase order line. This option is available when you select Account as the charge type.

11.	Complete the remaining tabs as needed.

12.	When you are finished entering the purchase order line, click OK. The line is added to the purchase order.

13.	Once you have completed the purchase order, you can perform any of the following actions:

•	Sending Purchase Orders for Approval

•	Sending a Purchase Order to a Supplier

•	Printing a Purchase Order

•	Creating Shipping Transactions

14.	When you are finished, Save and Close the Purchase Order window.