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Create a Purchase Order against a Job Card

  • Updated

Procedure

1. Open the job card and click on the Purchasing functionality is indicated by the 'shopping trolley' icon as shown below.


2. The purchase orders page will be shown.  Any current open purchase orders associated with this job card are shown.


3. To ADD A PURCHASE ORDER, click on the large '+' icon.


4. The following dialogue box will next be shown.


5.  Enter the Supplier name and  select the Supplier. 


6. Click on the save BUTTON. 


7. The user can choose to CONFIRM or CANCEL.


8. Having selected CONFIRM, the Purchase Order box will be shown, as per the example below.


9. Select ADD NEW PART from the options on the right-hand side.  


10. A dialogue box will appear. 


The user can find the part information by either entering:

  • PART NUMBER or a partial PART NUMBER.  
    • For example, if the part number is '33123' and the user enters, '123' the part number and any other parts from this supplier will be shown.
  • SUPPLIER PART NUMBER or partial SUPPLIER PART NUMBER.  
    • If the user organisation PART NUMBER is different to the number used by the supplier, and this is known to the user, then this number can be used in the search.
  • PART DESCRIPTION.  
    • If neither the PART NUMBER or the SUPPLIER PART NUMBER are not known, the user can enter a full or partial PART DESCRIPTION and use this term to locate the part.
  • CREATE A NEW PART 
    • If the part is not in the system a new part be created. Click Create a new part and a dialogue box will open. Enter the details of the new part, e.g part number, description, stock group, sub stock group, Bin location, Supplier Cost, Sell price and tax code. 

11. Enter the search term and click on the search icon (the magnifying glass icon) to the right of the search term line.



12. In the example below, the search term entered was "BRAKE"  and the search returned all matching parts from the nominated supplier.


13. Select the part required by clicking on the line.  The next dialogue box to be shown will be as follows.



14. The part description detail is shown.  In the QUANTITY box, enter the quantity required.  The price box will shown the price when last purchased.  This can be left as is, or a different price entered.  


15. Parts may have linked parts when ordering. These can be added to the order or click CLOSE to continue without adding linked parts. 


16. To place the order on Assetminder, the user clicks on SAVE.  


17. Click close. 


18. This will return to the purchase order screen. If additional parts are required repeat the steps above. If you are finished click CLOSE to return to the Job Card.