Purchase Order

During the machine sales process you can create purchase orders for machines that have been calculated in a Forecast as well as purchase orders for External Equipment.

Thus, this chapter covers the following topics:

Creating a Purchase Order for a Machine

The following instructions presuppose that you have already calculated a machine in a Sales Calculation, created the Sales Quote as well as the Sales Order. To create a new purchase order for a machine (service item), please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Sales Calculations.
  • The page Sales Calculations is displayed.
  • Open a sales calculations that contains a machine you would like to create a purchase order for.
  • Navigate to the Lines tab.
  • Click on the forecast that contains the machine you would like to create a purchase order for.
  • The forecast card is displayed.
  • Select Purchase > Create Purchase Order from the menu bar.
  • A dialog window is displayed that confirms the creation of the purchase order.
  • Click Yes to open the purchase order.
  • You can now further process the purchase order.

Creating a Purchase Order for External Equipment

External equipment that is part of a Forecast must be ordered via a purchase order that is created specifically for the external equipment. The following instructions presuppose that you have already calculated a machine with external equipment in a Sales Calculation, created the Sales Quote as well as the Sales Order. To create a new purchase order for external equipment, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Sales Calculations.
  • The page Sales Calculations is displayed.
  • Open a sales calculations that contains a machine with external equipment you would like to create a purchase order for.
  • Navigate to the Lines tab.
  • Click on the forecast that contains the calculated machine.
  • The forecast card is displayed.
  • Click Show > External Equipment in the menu bar.
  • Navigate to the External Equipments tab.
  • Select the line that contains the external equipment you would like to purchase.
  • Select Purchase > Create Purchase Order from the menu bar in the External Equipments tab.
  • A dialog window is displayed that confirms the creation of the purchase order for the external equipment.
  • Click Yes to open the purchase order.
  • You can now further process the purchase order.