Purchase order Introduction:
A purchase order in field service basic such order arrivals to products.
Purchase order like organization also inventory to the field service.
Incorporate feature manage to adjustment and transfer.
STEP:1
Select the settings it navigates to field service settings so click on that. Since multiple tabs, in this we select the purchase as showing the image.
STEP:2
Select the purchase then click on that in purchase order approval required field user will allow to continue are chouse.
Next field is user of products of stock this is used when work order that is out of stock.
So, click on the save.
STEP:3
Click on the products select the default one.
In this product we add product for user chouse. Since in this example we select the default one.
STEP:4
The important thing in this field service.
In field service general select the Field Service product Type in these 3 types of Inventory, Non-inventory, Service.
Inventory this option use the products track warehouse and user location.
Non-inventory this option no need to tracking warehouse and user location.
Service so this option also creates service products used with duration of time.
In vendor it’s default the one form whom we purchase. This is lookup of the entity.
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Product click on the field service in standard Cost update 85 cost for that product when we want, we purchase its automatically apply.
STEP:5
Select purchase order click on the +new and add details.
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Since here provide all details in general tab after click on save button change purchase order as showing the image 2
STEP:6
We will click on the products tab it’s navigate to the products tab.
Select the +new purchase order product button it will direct new page.
STEP:7
In this new page we provide the details in general
Provide purchase order, then enter the quantity some details then click on the save button.
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Click on the product associates to select the warehouse as image 2 select that example create so select your requirements.
After this click on the save button.
STEP:8
Select the product inventory it navigates Active product Inventory no change the quantity is 0.00 as showing the image 1.
Whatever here quantity is not update.
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Next click on the purchase orders in this page we just system status is draft we choose the submitted then click on the save button.
Select product inventory see quantity order is change but it’s not update quantity.
STEP:9
For update the product inventory quantity order so this we navigate to receipts.
Select the Receipts the click on the +new button.
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After click on the +new button since provide details in general.
Select the save button.
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Next, we click on the note and select receipt product.
So here we provide detail like purchase order, purchase order receipt enter these details, automatically update quantity.
Click on save and close button.
STEP:10
Click back to the product inventory since we see quantity Available is update as showing the below image.
STEP:11
After complete update product inventory.
In this image one navigates to the bills then click on +new button
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Select the general provide all details like name, purchase order, bill date., save.
Now select the related in this choose the receipt products.
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Select the add existing purchase order.
Right side see the lookup records select record enter this one as showing the image3.
Then click on the add button.
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After providing the lookup record select record Now, we see image 4 in this total amount will be update automatically.
STEP:12
Now we select on service it will navigate to work order in this click on products tab.
Click on system open a tab then in this we select estimate information tab we enter 2 the estimate quantity is automatically.
Select the general line status is used.
Then click on save button.
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This image 2 so now navigate to inventory select product inventory.
Now we will see this quantity will be reduced 3 to -2 so 2 quantities in work order.
This is purchase order in field service.
http://create-time-entries-in-field-service-dynamic365
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