Purchase Orders

The Purchase Order module gives you the ability to quickly build purchase orders or requests, dependent on your business process. The module allows you to track the items being purchased, costs, order and delivery dates and vendor information. Purchase orders can be printed or emailed to a vendor. As parts are received, inventory levels can be updated.

Note:

All records in Maintenance Connection are uniquely identified in the module ID field. Even though most organizations use the term Purchase Order # (or PO#) to identify their purchase orders, this is often referenced as Purchase Order ID. These terms (Purchase Order ID and Purchase Order #) are used interchangeably.

To access the Purchase Order module:

  1. Choose between two options:

    • Click the Open button on the toolbar.

    • Click the Module menu button displayed in the List pane.

      The Module menu will display.

  2. Click the Purchase Orders option.

    • If you accessed the Module menu from the Open button, the Purchase Order list and the Purchase Order Work Center Home Page display.

    • If you accessed the Module menu from the Module Menu button, the Purchase Order list displays, but the content of the Work Center will not change until you have selected a record.