Best practice steps to link service calls and sales orders to purchase orders.
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Overview | Best Practice Steps | Other Helpful Info | Related Alerts
Overview
Overview
Linking service calls and sales orders to purchase orders in e-automate enhances operational efficiency and visibility by creating a clear audit trail from customer demand to procurement. This connection improves inventory and supply chain management by ensuring that purchases are directly tied to specific customer needs, reducing excess stock. Additionally, following this practice enables better customer service as your support team is able to easily find the linked purchase orders to the customer's transactions and provide updates to your customers.
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Best Practice Steps
Best Practice Steps - start to finish
Service Calls
Service Calls
1. When a part needs to be ordered for a service call, the item should be added to the service call, and the status set to 'Needed':
Anytime a part is added to a call with this status, e-automate will ask if you would like to put the call On Hold - Waiting for Parts.
2. Once the item has the status of 'Needed', it can be linked to a purchase order. If you are using the Inventory Logistics Console (ILC), the item will come into the 'Analyze Stock' tab, and you can create the purchase order from there:
Or, you can create the purchase order manually and link it to the service call. Create a new purchase order and then click on the link icon in the bottom right:
From the pop-up window, select the service call from the drop-down list of calls with needed parts, and then check the box by the item to add it to the purchase order.
3. You see on the service call that the item is linked to a purchase order. To view the linked purchase order, double click on the item on the materials tab, then double click on the warehouse to see the report material item bin screen:
Sales Orders
Sales Orders
1. When an item is backordered on a sales order, it enables linking that item to a purchase order.
2. Once the item is set as backordered, it can be linked to a purchase order. If you are using the ILC, the sales order will pull into the Analyze stock tab and can be added to a purchase order from there.
Or you can right-click on the sales order and choose the option to Create purchase order:
You will first be prompted to select the vendor to use, then you can select the items on the sales order to add to the purchase order from the Link Transaction pop-up:
The items selected will be added to the purchase order.
3. You can view the linked purchase order for the items on the sales order by double-clicking on the warehouse on the line item to open the sales order item bin screen. The purchase order tab will show linked purchase orders.
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Other Helpful Info
Other Helpful Info
See this link for the specifics on how to reschedule a service call.
See links below for automating this process through the Inventory Logistics Console (ILC):
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Related Alerts
Related Alerts
ID51 - POs Not Linked to AP Invoice Overview & Sample
ID57 - POs Received Today for Returnable Items and/or Linked Service Call
ID152 - Sales Orders With/Without Linked Purchase Order EView Overview & Sample
ID300 - New Purchase Orders Created by User ID Overview & Sample
ID343 - Backordered Item Received on Open Sales Order Overview & Sample
ID360 - Purchase Orders Canceled Today Overview & Sample
ID582 - Sales Order Item(S) On Backorder Not Linked to PO Overview & Sample
ID833 - New Purchase Order Created Summary Overview & Sample
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