Sep 15 2022
Purchase Order 

Step 1: Create a purchase order 

  1. From the main menu, click Field Service > Purchase Orders.  
  2. On the Active Purchase Orders screen, click +New.  
  3. Use the tooltips to help you fill in your information.  
  4. When you’re done, click Save.  

From <https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-purchase-order>  

Step 2: Add products to the P.O. 

More information: Create a product or service  

  1. In the Product section, click +Add Purchase Order product record.  
  2. Use the tooltips to help you fill in your information.  
  3. When you’re done, click Save & Close.  

From <https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-purchase-order>  

Step 3: Get the P.O. approved 

More information: Create a product or service  

  • If you have permissions to approve the P.O., then go to the purchase order and change the Approved Status to Approved.  

From <https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-purchase-order>  

Step 4: Create a receipt for the P.O. 

When the order arrives, then you can create a receipt.  

  1. From the main menu, click Field Service > Purchase Order Receipt.  
  2. On the Active Purchase Order Bills screen, click +New.  
  3. Give the receipt a name and assign it to the purchase order, and then mark the person creating the receipt.  
  4. Click Save.  

From <https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-purchase-order>  

Step 5: Add P.O. receipt products 

  1. Form the top menu, click the drop-down arrow next to the P.O. name that you created, and then click Receipt Products.  
  2. To show open P.O. products in the Purchase Order Receipt Productfield, click Show Purchase Order Products not fully received yet.  
  1. Click the area under the Quantity field and type in the quantity to be received  
  1. Click Save.  
    If the product is an inventory item, then an inventory adjustment product record is created automatically when you receive the product. When inventory adjustment product records are created, inventory journals are automatically created, which drives your totalinventory count in the product inventory table.  

From <https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-purchase-order>  

Step 6: Create P.O. bill 

Once you receive an invoice from the vendor, then you can create a purchase order bill.  

  1. From the top menu, click the drop-down arrow next to the P.O. name that you created, and then click Bills.  
  2. On the Purchase Order Bill Associated View screen, click +Add New Purchase Order Bill.  
  3. Use the tooltips to help fill in your information:  
    • Enter a Bill Date—this is the date that’s on the purchase order bill.  
    • Enter a Vendor Invoice Number so that you’ll have a cross reference to the invoice number that the vendor provided.  
  4. Click Save.  
  5. To add items on the bill, from the top menu, click the drop-down arrow next to the bill name, and then click Receipt Products.  
  6. On the Purchase Order receipt Product Associated View screen, click +Add New Purchase Order Receipt Products, and then add the item.  

From <https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/create-purchase-order>  

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