Create a road call purchase order

You can create a new purchase order (PO) after you create a new road call, or you can add a purchase order to an existing road call.

To create a new purchase order while creating a new road call, open the page by going to Menu > Activities > Road Calls > Road Calls. The road call page opens.

  1. Select + Purchase Order to open the Purchase Order page within the Managed Forms pane.

    A purchase order

  2. From the Purchase Order page, you can add order information and view receipts. You can also view related information, such as the Purchase Order history and Repair Orders (ROs). For more information, see Create purchase orders.