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MODIFYING PURCHASE/REPAIR ORDERS

This section reviews the steps to add items to a PO/RO, send a PO/RO, deleting items from a PO/RO.


Adding Items to a PO/RO

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Figure 23-4: Add PO Items

Items can be added to an Open Purchase Order by issuing them from the Purchasing Inbox sub-module (see PURCHASING - Purchasing Inbox - Issuing to a Purchase Order). There may be times, however, when it is necessary to purchase items independent of part requests. This section shows the user how to add items to an Open Purchase Order directly from the Purchase Order sub-module.

  1. On the Items Applied tab, click the Add Item button.
  2. Select Purchase as the reason for adding the PO item, then continue to enter the details for the item to be added, such as Part Number, Unit of Order Quantity, Work Order and Account Code.
  3. Pricing information should be added at this time. It may have to be corrected once quotes have been received from vendors.
  4. Other applicable options may include a Core Return or an Exchange, Warranty Repair, Consumable Repair, Send From Stock .
  5. Click the Save button.

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Figure 23-5: Send PO/RO

Sending a PO/RO

Once all required items have been added to the PO/RO, take a moment to verify correct pricing and that ETA information has been specified for all items.

  1. Click the Send button and click Yes to continue.
  2. Enter a Send Date or click the checkbox to enter the current date.
  3. Click Next.

When the Purchase Order Header updates and refreshes, the PO Status is changed from Open to Sent. When the PO Number Listing refreshes, the PO number will appear under the Sent tab.


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Figure 23-6: Void PO/RO

Voiding a PO/RO

It is recommended that Purchase Orders be voided rather than deleted, so that an auditor/purchaser can track the reason for the void and that there are no missing PO numbers. Only Open PO's or Sent PO's that have not had any items received, can be voided.

  1. Located the Open or Sent PO to be voided.
  2. Click the Void button. Any repair parts added to this PO will be moved back to their original locations, provided they are currently in External Repairs.
  3. Click Yes to continue.

When the Purchase Order Header updates and refreshes, the PO Status is changed from Open to Void. When the PO Number Listing refreshes, the PO number will appear under the Void tab.


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Figure 23-7: Deleting PO Items

Deleting Items from PO/RO

When deleting an item from a PO/RO, keep the following in mind:

  1. If this item is associated with part requests, those part requests will be moved back to the Purchase Inbox.
  2. If this is a non-consumable repair order item, it will remain in External Repairs.
  3. If this is a consumable repair order item that was taken from stock, the stock quantity will be increased.