How do I consume an item from a PO when creating a service job?

1. Open or Create a Service Job:

   • Go to the Service Jobs module from the left-hand menu.

   • Select an existing job or create a new one.

2. Add a Task Line and Link a PO:

   • In the job record, click on the Tasks tab.

   • Add the part needed for the job.

   • Under Part Consumption, choose Source From PO.

   • A window will appear—either select an existing unmapped PO line or choose to Create a New Purchase Order.

3. Create and Link the Purchase Order:

   • Follow the standard process to create the PO (you may include more items than needed).

   • After creating the PO, it will appear as an unmapped line.

   • Select the line and click OK.

   • This links and sets the part to be automatically consumed once the PO is received.

4. Receive the Purchase Order:

   • Go to the Receiving process and receive the PO as usual.

   • Once received, the system will automatically consume the part into the service job.

   • The PO status will update within the job.

5. Additional Notes:

   • No need for manual linking after receiving—the system does it for you.

   • Best used when parts are out of stock and need to be ordered specifically for a job.

   • Helps streamline your purchasing and service workflow.
     

Related Article: Consume an Item from a PO on Service Jobs