Purchase Order
Introduction
You create purchase orders in D365BC to order the items required for your maintenance jobs.
In EAM-BC, items can be set up as Maintenance Items on Assets. You want to ensure that you have the required Maintenance Items on stock when you schedule Work Orders.
- Prerequisites
Dynaway EAM (EAM-BC) is installed in Microsoft Dynamics 365 Business Central (D365BC).
- Audience
- Maintenance Manager, Maintenance Purchaser
Create a Purchase Order
In the Purchasing module in standard D365BC, you can create a purchase order. You can add item lines for items, which are set up as a Maintenance Items in EAM-BC, to the purchase order.
You create purchase orders for Maintenance Items to ensure that the required spare parts are in stock when maintenance work is scheduled on an Asset. For information about Maintenance Items, refer to Dynaway documentation: Items / Spare Parts on Assets.
Refer to Microsoft documentation to learn how to create and manage purchase orders in D365BC.
- Create a Purchase Invoice and Record Purchases - Business Central | Microsoft Docs
- Work with Blanket Sales Orders or Blanket Purchase Orders
Create Purchase Order from Work Order
You can easily create a Purchase Order for selected Items from the Work Order Card or Work Order Item Lines.
Only lines with the positive value in the Qty. to Consume field will be taken into consideration.
In the Create Purchase Order wizard, you can specify:
- Grouping Method - Defines how your lines are organized on the Purchase Order.
- By Work Order - only one possible option (automatically set up) when all selected lines come from the same Work Order. Lines will be grouped by work order.
- By Item - lines will be grouped by item no.
- By Planned Date - lines will be grouped by the planned date of the work order.
- Vendor No. - Vendor number for which the Purchase Order will be created.
- Consume on Receive - If selected, all created lines will have needed values like Work Order Line No. and Work Order No. that are needed to consume these items when the PO is posted.
- When on - Grouping Method is automatically set up as 'By Work Order' and can't be changed.
- Append to Purchase Order No. - Your lines will be added to the already existing Purchase Order.
- Include Comments - All grouped lines will have a comment at the top of the group.
- The comment might include the work order number from which lines came or the planned date.
- Comments can't be added when:
- All lines come from the same work order and they're not appended to the existing document.
- Lines are grouped by item.
When all data is set up, you can run the Create Purchase Order action. You should then see the notification about the created document and the number of processed items.
Depending on the setup, created lines might look different.
- Consume on Receive is:
- OFF - All similar lines (based on the Item No., Location Code, Unit of Measure Code, and grouping method: Work Order No. or Planned Date) are merged into one line.
- If multiple selected lines are merged into one (for example the same Item from the same location is selected from different Work Orders but lines are grouped by item, then the earliest found planned date is used to specify the 'Expected Receipt Date' on the 'Purchase Order Line').
- ON - Every created line represents one relevant Work Order Item line.
- OFF - All similar lines (based on the Item No., Location Code, Unit of Measure Code, and grouping method: Work Order No. or Planned Date) are merged into one line.
