Purchase orders can be created to order parts from vendors. You can see outstanding purchase orders on each part. When purchase order items are received they are added to stock.
You can restrict a user's ability to view or modify purchase orders.
Instructions
1.Complete the form (see below) and click Save. Click Quit to return to the previous page. Click Clone to make a new purchase based on this one.
2.Select the Print button to print out the purchase order for approval or submission to a vendor. You can save your changes by selecting the Save button. The Delete button will delete the purchase order (after asking you for confirmation!).
Listing
•PO Request #: Automatically generated request number identifying the purchase order. When you first create a purchase order, FastMaint asks you to enter a template for these numbers.
•Description: A one-line description of the order.
•Order Date: Date of the order.
•PO Number: Purchase order number, e.g. as assigned to by the purchasing department.
•Required By: Date when the order should be completed and parts delivered.
•Status: Status of the order, e.g. "Requested", "Approved" etc.
•Completed: Available when the order status is completed (or canceled). Enter the date the order was completed (all parts received) or canceled.
•Details: Shipping and billing addresses, plus payment terms.
•Discounts/ Charges: Any discounts, shipping charges, taxes etc.
•Instructions: Any special instructions for the vendor.
•Parts: Specify parts to be ordered.
•Other tab: Any other non-stock parts or services to be ordered.
•Work Orders tab: Any work orders that depend on this purchase. This can be useful when parts are received so you can identify work orders that can be completed.
•Custom Fields tab: Additional information on each purchase order.
(You can add fields to this tab, e.g. cost center, approvals. To do this, in the Home page, under Administration, in the Custom Fields section click on the Purchase Orders link).