Creating purchase orders is the most important part of the purchasing process. Datastream 7i offers several ways to create purchase orders. To monitor all purchase order changes, Datastream 7i tracks the different versions created.
The purchase order creation process has several steps. First create the purchase order header and then add line items for parts and services. At this stage, you can also create purchase orders from quotations, adjust part charges, create work orders and activities from service lines, associate clauses and order terms, and associate assets for parts tracked by asset. Next, change the status to R (Ready for printing) to print the purchase order for approval. Finally, approve the purchase order and send it to the supplier. To change the status of a purchase order, click next to Status on the Record view page of the Purchase orders form (PMPORD). Refer to the following descriptions when changing the status:
U (Unfinished)—The purchase order is at the creation stage; create the purchase order header, add parts and services.
R (Ready for printing)—The purchase order is ready for approval.
C (Canceled)—The purchase order is canceled.
A (Approved/completed)—The purchase order is approved and ready to be sent to a supplier.
Refer to the following topics for information on creating and revising purchase orders.
Creating Purchase Order Headers
Adding Part Details to Purchase Orders
Adding Repairable Spares Part Details to Purchase Orders
Adjusting Charges for Parts on Purchase Order Lines
Entering Assets for Purchase Order Items
Viewing Newly Purchased Assets
Adding Service Details to Purchase Orders
Creating Purchase Orders from Quotations
Creating Service Purchase Orders
Associating Clauses and Order Terms with Purchase Orders
Viewing Purchase Order Line Item Information
Revising Purchase Order Headers
Revising Purchase Order Details