Creating a Purchase Order from a Work Ticket

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If the Production Management module is integrated with Purchase Order, you can create a purchase order from a work ticket.

When a line on a purchase order is linked to a work ticket, that item is not considered to be consumed from inventory. Therefore, when a receipt is created for an item linked to a work ticket in Receipt of Goods, the item is automatically issued to the work ticket and bypasses inventory.

Notes

  • You can also enter material items in Purchase Order Entry and link the line item to a work ticket from there.
  • When the Purchase Order module is integrated with both Job Cost and Production Management, an individual purchase order can be linked to either a job or a work ticket but not both.
  • The following steps work only if the Include Open Work Ticket Materials as Inventory Demand check box in Production Management Options is selected.

To create a purchase order from a work ticket

  1. Select Production Management Main menu > Work Ticket Entry.
  2. Create or select a work ticket with either Open or Released as the status.

  3. On the Materials tab, for the row(s) with the item that must be purchased, select the Purchase check box. By default, the check box is in the secondary grid.

    Note The Purchase check box is available if the item's required quantity is greater than zero and the issued quantity is zero.

  4. Click the Purchase Order button above the grid.
  5. In the Create Purchase Order window, enter a purchase order number.
    • To add the item to an existing purchase order, enter the number or click the Lookup button to view a list of standard purchase orders.
    • To create a new purchase order, enter a new purchase order number or click the Next Purchase Order No. button.
  6. If you're creating a new purchase order, enter the vendor number. Optionally, enter a purchase address and a ship-to address.

  7. The grid displays the item currently selected in Work Ticket Entry.

    • If this is the only item that you're adding to the purchase order, click OK. The purchase order is created and the number appears in the PO Number field in Work Ticket Entry.
    • To add additional items to the purchase order, proceed to the next step.
  8. To add more items to the purchase order, click Multiple Items. The remaining items that have a required quantity that is greater than zero and an issued quantity equal to zero are added to the grid.
  9. Select the P/O check box for the additional items to be added to the purchase order.
  10. Click OK. The purchase order is created and the number appears in the PO Number field in Work Ticket Entry.