|
If the installation parameter POCURR is set to NO, Datastream 7i copies the currency of the purchase order header to all purchase order lines. |
Follow these steps to add service details to purchase orders.
Open the Purchase orders form (PMPORD).
Query for the purchase order for which to add service details.
Click the Services tab. Datastream 7i displays the Services page.
Line—Enter a line number. The default line numbering is 1, 2, 3, etc.
Type—Click to select the service requisition line type. Select one of the following options:
SF (Fixed price) or ST (Hours from service)—Select if the service requisition references a work order activity that is flagged for external service. If you select SF, you must enter a Work order or create a work order or work order activity.
SH (Contractor hire)—Select if the service requisition will be completed by contract. If you select SH, you must enter a Trade. You cannot enter a Work order, Equipment, or Department if you select SH.
Requisition/line—Click to add services from an existing service requisition. Datastream 7i displays the Requisition line form. Query for the requisition to attach, and then click Attach to order. Datastream 7i copies the requisition data to the purchase order and saves the data. Click OK. Datastream 7i returns to the Purchase orders form.
|
If the installation parameter POCURR is set to NO, Datastream 7i displays only requisitions with the same currency of the purchase order header. |
Work order—Enter the work order number if the service requisition is designated for external service (SF or ST).
If there is no work order or activity assigned to the service requisition, click Create WO or Create activity. Datastream 7i creates a new work order number and/or activity. Modify the work order on the Work orders form (WMJOBS), and then modify the activity on the Activities tab of the Work orders form (WMJOBS) and/or the Work order activities form (WDACTJ).
|
If the selected work order is associated with a project/budget, Datastream 7i automatically populates Project/budget with the associated project and budget code. Only authorized users for the project on the work order can purchase materials for the project associated with the selected work order. |
Equipment—Click to select a piece of equipment to associate with the service requisition.
Task—Click to select a task if the service will be contracted.
Trade—Click to select a trade if the service will be contracted.
Cost code—Click to select the center to which to charge costs for the service.
Department—Click to select the maintenance department requesting the service.
Hours requested—Enter the number of hours required to perform the service.
Units—Enter the number of units requiring service, and then enter a unit of measure in the adjacent field.
|
If you have selected a value for Task, then the number specified for Units for the work order activity identifies the required quantity of a task based on the unit of measure defined for the task. When defining a task on the Tasks form (WNTASK), you can specify the number of Hours required for a task and the UOM for the Hours in the Task Details section of the form. |
Price—Enter the cost of the service, and then enter the currency in the adjacent field.
Freeze rate—Select to freeze the exchange rate throughout the purchase order approval process. If you do not select Freeze rate, Datastream 7i updates the exchange rate when you approve the purchase order.
Delivery address—Click to select the delivery address for the service requisition.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.