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
- Creating a Purchase Order for External Equipment
- Creating a Purchase Order for a Machine via a Calculation Template
Creating a Purchase Order for a Machine
Note
You can also create a purchase order via a forecast template. To do so, use the quick search (ALT+Q) to find the page Forecast Templates and click on Purchase > Create Order in the menu bar.
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) to find the Sales Calculations page.
- Open a sales calculations that contains a machine you want to create a purchase order for.
- Navigate to the Lines FastTab.
- Click on the forecast that contains the machine you want 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.
Tip
If the purchase order contains purchase discounts of the line type Charge (Item), you have the option of transferring these discounts to a purchase credit memo in TRASER DMS 365. To do so, click on Actions > Functions > Other > Move Item Charges to Credit Memo in the menu bar of the purchase order. A new purchase credit note is then created with the purchase discounts from 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) to find the Sales Calculations page.
- Open a sales calculations that contains a machine with external equipment you want to create a purchase order for.
- Navigate to the Lines FastTab.
- 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 FastTab.
- Select the line that contains the external equipment you want to purchase.
- Select Purchase > Create Purchase Order from the menu bar in the External Equipments tab.
- A dialog 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.
Creating a Purchase Order for a Machine via a Calculation Template
Note
Before creating the purchase order, you can define whether the configuration and equipment from the sales calculation or calculation template are transferred to the newly created service item once the purchase order is released. To do this, use the quick search (ALT+Q) to find the Sales & Receivables Setup page and select your desired setting in the Add Equipment field in the Sales Calculation FastTab.
You can create a purchase order via a Calculation Template. The following description assumes that you have already configured a machine in a calculation template. Proceed as follows to create a purchase order based on a calculation template:
- Use the quick search (ALT+Q) to find the Calculation Templates page.
- Open the calculation template for which you want to create a purchase order.
- In the menu bar, click Purchase > Create/Update Purchase Order.
- In the Select Service Item Quantity dialog window, enter the quantity for the service item.
- Confirm your entry by clicking OK.
- Another dialog window is displayed, confirming the creation of the purchase order.
- Click Yes in the dialog window to open the purchase order.
- You can now further process the purchase order.
You have successfully created a purchase order via a calculation template.