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Topic:   Specify what work order a purchase order is for?

By: GuestPosted on: Mar 4 2015 at 03:46:50 PM
i was wondering if there is anyway to specify what Work order a certain purchase order is for?

By: SupportPosted on: Mar 4 2015 at 09:42:45 PM
When you're creating a purchase order you'll see a small 'note pad' button in the bottom left corner of the window. You can click that and a small box appears where you can enter comments etc that will appear on the printed purchase order.

In future we do intend to add another reference number field that will appear near the purchase order number on the purchase order and also in the list of purchase orders.

Unfortunately I can't give you a timescale on that update

By: Ken at DTSPosted on: May 6 2015 at 01:40:57 PM
We could use this PO "reference number" feature as well. It would also help to be able to create a report showing all of the spending on a given "reference number" for a given date range. (This would be just like the present "Purchasing/Spending for a given period (by Supplier)" report, except it would be a "Purchasing/Spending for a given period (by PO reference number).

By: GuestPosted on: Jan 7 2020 at 03:02:57 PM
We are trying out version 5.0 just downloaded a week or so ago. Was this feature discussed in 2015 ever added? I don't see it when I create a new PO. This would be really useful for us. In P&V we used the ability to assign a "JOB #" to every PO a lot.

By: SupportPosted on: Jan 9 2020 at 01:50:31 PM
No. It never got added.

We were thinking of adding a reference box at the top of the PO where a reference number could be added. But after discussing it with a few users it seemed they (also) wanted an extra column on the PO so different items on the PO could be referenced to different Work Orders.

At the bottom of the PO is a comments box. Can't that be used?

By: SupportPosted on: Mar 15 2020 at 06:31:15 AM
Since around Feb/March 2020 there's a new input box at the top of the PO form where you can enter your work order/job ref number.
There's also a new column on the PO window where you can add a small comment against each item on the PO.

By: JasonPosted on: Mar 16 2020 at 04:07:40 AM

What wasn't mentioned is that there's also a new report in the reports menu. If you have many POs related to different jobs or projects we're able to generate reports to see the purchasing/cost of each job in/over a given period.

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Topic:- Specify what work order a purchase order is for?

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