This section describes how Mobile Tech can allow you to enter Purchase Orders in the app.
PO Menu Options
When the mobile user ID of a Technician is set up as a Buyer in Procurement and in Maintain User Views, a PO option appears in the app, as shown in Action Menu.
Action Menu
When this option is selected, the app user can view a list all Purchase Orders currently entered against the Service Order, as shown in Purchase Orders.
Purchase Orders
Any Purchase Orders not yet committed can be edited up until the point that the Technician commits (or releases) the Purchase Order.
A manual refresh button (
) in the top-right of the screen refreshes the Purchase Orders from the server.Unlike other screens within the Visit in mTech, this screen can be edited before the Visit is started, as well as on future Visits. This allows the Technician to purchase materials for Visits planned to be worked on in the future. Once the Visit is complete, the screen becomes read-only, and the Technician can no longer enter POs.
PO Status
The color coded statuses shown alongside the PO cards are calculated as shown in PO Status.
PO Status
Status | Color | Description |
Draft | Green | Indicates that the Purchase Order has not yet been submitted to the server. The Delete option on the Purchase Order is only available if the Purchase Order is Draft. |
Uncommitted | Blue | The Purchase Order exists in Coins ERP+ but is NOT Committed. |
Committed | Gray | The Purchase Order exists in Coins ERP+ and is Committed. |
Released | Gray | The Purchase Order exists in Coins ERP+ and is Released. |
Add Purchase Order
Pressing the + button on the bottom right of the screen allows the Technician to add a new Purchase Order, as shown in Add a PO.
Add a PO
PO Header Entry Details
The following fields are available on the Purchase Order Header details entry screen (if not hidden under SEPOLINEHIDEFIELDS):
• Type (only Types set in SEPOORDERTYPES are available for selection)
• Supplier
• Office
• Attention
• Order Date (defaults to today’s date)
• Due Date (defaults to today’s date)
• Description
• Type of Work (lookup based on Service Order Cost Head table)
PO Line Entry Details
After completing the Header details, you need to enter a PO Line, as shown in PO Type.
PO Type
The following fields are available on the Purchase Order Line entry screen (if not hidden under SEPOLINEHIDEFIELDS):
Line Type (Material or Stock. The default value is Material.)
Code (Lookup: from Commodity Codes if Material; from Stock Items if Stock. If SEPODEFCODE is set, this is the default value.)
Description (Defaults from the Code chosen, but you can edit/overwrite it.)
Quantity (If SEPODEFQTY is set, this is the default value.)
Unit (Lookup defaults from selected Commodity Code/Stock Item.)
Price
Per (For Stock POs only.)
Factor (For Stock POs only.)
Amount (For Stock POs only.)
Cost Head (Hidden if PO/ALWCHOV1 <> Y. Defaults from the Commodity Code. Lookup from the Service Order Cost Heads, which match the Allowable Work code on the Purchase Order header. If there is only one Cost Head available, this field defaults.)
Category (Hidden if PO/ALWCHOV1 <> Y. Defaults from the Commodity Code. Lookup from the comma-separated list of categories on the Service Order Cost Head record. If there is only one Category that can be selected, this field defaults.)
NPA (Only displayed if CI/USENPA = Y)
Eligible Manufacturer (Lookup from Manufacturer lookup data. Only displayed if CI/USENPA = Y)
View and Edit Purchase Order
Once the PO Header and Line details are completed, a Draft PO appears, as shown in Draft Purchase Order.
Draft Purchase Order
Edit Purchase Order Header
On Draft and Uncommitted POs, tapping the Edit button (
) allows you to edit the Header details that were previously entered.
Delete Purchase Order Header
Draft Purchase Orders can be deleted by tapping the trash icon, as shown in Delete PO Draft. This option is not available on Committed and Uncommitted POs.
Edit Purchase Order Lines
On a Draft PO, tapping an existing PO line allows you to edit the details that were previously entered.
Delete Purchase Order Lines
Draft Purchase Order Lines can be deleted by tapping the trash icon, as shown in Delete PO Lines. This option is not available on Committed and Uncommitted POs.
Delete PO Lines
Add Purchase Order Lines
Tapping the + button on the bottom right side of the screen allows you to add additional PO lines to your Purchase Order, as shown in Add PO Lines. This option is not available on Committed POs.
Add PO Lines
The Technician can create a Material Purchase Order and the Stock Purchase Order for the same Service Order. However, having them both on the same Purchase Order is not allowed.
Buyer limits
When adding or editing a Purchase Order line, the total amount of all lines on the Purchase Order cannot exceed the Buyer’s limit. If it does, the app displays an error, as shown in Buyer Limits Error.
Buyer Limits Error
NOTE: A Buyer Limit of 0 (shown in Buyer Limits) means there is no limit.
Save Purchase Order
On Uncommitted and Draft Purchase Orders, two menu options (Save Draft and Save and Commit) are available on the top-right action menu, as shown in Purchase Order Menu Options. Each option is explained below.
Purchase Order Menu Options
Save Draft
The Save Draft option submits the entered information to Coins ERP+ and sends back the Purchase Order number displayed on the Purchase Order card in the app, as shown in Save Draft PO.
Save Draft PO
Save and Commit
The Save and Commit option submits the data to Coins ERP+ and requests Coins ERP+ to commit the order, as shown in Save and Commit PO.
Save and Commit PO
Save and Release
If committing Purchase Orders is not allowed (that is, if parameter POWFLOW is set to Y and parameter POWFPR is not blank), the option is labeled Save and Release, and the PO is released before the workflow in Coins ERP+ commits it.