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Service items on purchase orders

Select the Service items option.
Ordered for. Service items are typically ordered for specific schedules, namely Maintenance, Project or Subhirable maintenance schedules.
Depending on the category you select, schedules will be listed in the Schedule# field where there are unordered services.
A schedule will only be listed if it is authorised, has not been signed off as complete and has tasks that have not been signed off as complete.
If you select “(Unallocated)” in the Ordered for field, the task list will be disabled. Use this option to order services that you do not relate to any specific schedule.
This option is useful for accounting for other costs such as salary overhead, depreciation etc. which will result in more  accurate and complete financial reports.
In this case, order these items from the propagated organisation supplier. See Organisation propagation.
 
Reference. Any additional reference to reflect on the purchase order.
 
Selecting a Schedule# will result in all unordered tasks where the active supplier was assigned to perform the task to populate the Tasks list.
 
Tasks. Select the task to which the service order item relates.
 
Date required, Time required and Duration cannot be changed if a Task was selected relating to a schedule.
If a maintenance or project schedule task date, time or duration was changed it is not updated on the purchase order.
You will need to Remove service item from the purchase order, Update order and then add the service item to the order with the correct dates, times and duration and Update order.
This ensures a full audit trail exists and that the change is communicated to the supplier/resource.
If you select “(Unallocated)” in the Ordered for field, specify the Daterequired, Time required and Duration for the unallocated service.
The Schedule# field and Tasks fields will be disabled.
 
Cost. The standard cost is inserted automatically.
 
Retrieve standard price. Use this option to replace any existing Cost.
 
Description of work to be done by supplier. Detailed description of the work to be done.
 
. This option will copy the Task description into the Description of work to be done by supplier field.
 
Notes. Notes for each service item are reflected on the purchase order.
 
Add service item. The service item is provisionally added but not committed to the purchase order until Add order or Update order is selected.
 
Update service item. Select a service item in the Service items currently on this order grid, make any necessary changes and then use the Update service item option.
The service item is provisionally updated but not committed to the purchase order until Add order or Update order is selected.
 
Remove service item. This will remove the item active in the Service items currently on this order grid.
The service item is provisionally removed until Add order or Update order is selected.
 
Remove all service items. This will remove all items in the Service items currently on this order grid.
The service items are provisionally removed until Add order or Update order is selected.
 
Service items that were on the current purchase order but have been receipted will not reflect in the Service items currently on this order grid. 
 
Add order. To commit the order including all service items and purchase items, select this option.
 
Update order. To commit the changes made to the order including all service items and purchase items, select this option.