Create a purchase order

In Dynamics 365 Field Service, a purchase order (PO) is created to add inventory to a warehouse, or to purchase products to sell to a customer in a work order.

Prerequisites

• Understand how products and services are used in Field Service.

Step 1: Create a purchase order

1. In Field Service go to the Inventory area.

2. Under Purchase, select Purchase Orders.

3. On the Active Purchase Orders screen, select +New.

4. Use the tooltips to help you fill in your information.

5. When you're done, Save.

Note

On the Details tab, you can specify a lookup to a work order. You can also do that on the work order from Related > Purchase Orders.

Ship via

When you create a purchase order, you can track how the order is shipped. The ship-via field lets you specify different shipping methods used by your company. You can create new options in Field Service > Settings > Inventory > Ship Via. Common examples include freight shipping, private delivery, or postal services.

Step 2: Add products to the purchase order

1. On the Products tab, select +New to create a product related to the purchase order.

2. Use the tooltips to help you fill in your information.

3. When you're done, Save & Close.

Back on the purchase order, change the System Status to Submitted.

Step 3: Get the purchase order approved

If you have permissions to approve the PO, go to the PO and change the System Status to Approved.

Note

For products that are tracked in inventory and for purchase orders being received to warehouses, an inventory journal is created automatically in the background that increases the On Order warehouse quantity by the PO product quantity. This helps inventory managers understand if more units have already been ordered.

Step 4: Create a receipt for the purchase order

When the order arrives, you can create a receipt.

1. Go to Field Service > Inventory tab > Receipts > +New.

2. Give the receipt a name and assign it to the purchase order, and then mark the person creating the receipt.

3. Select Save.

Step 5: Add purchase order receipt products

From the purchase order receipt, add related purchase order receipt products.

A purchase order receipt doesn't need to contain all products requested or all quantities requested. Products will often be received as they arrive. Some products may arrive sooner and larger quantity shipments may arrive in multiple shipments. In these situations, multiple purchase order receipts can be created for a single purchase order.

Step 6: Create purchase order bill

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

1. From the original purchase order, go to Inventory > Purchase > Bills and select +New.

2. Use the tooltips to help fill in your information:

   • Enter a Bill Date to specify the date that's on the purchase order bill.

   • Enter a Vendor Invoice Number to have a cross reference to the invoice number that the vendor provided.

3. Select Save.

4. To add items to the purchase order bill, go to Related > Receipt Products and select +New.