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Add Equipment option to Quick PO

Add Portal Setting to include Equipment on PO Quick Create. When selected, allow PO to be created for a piece of Equipment and also add the Auto-numbering where the PO number is the Equipment ID plus 3 characters like it does for Jobs.

  • Bob Gamelin
  • May 29 2024
Company EMCOR Construction Services
Job Title / Role ERP Consulting Manager
I need it... Yesterday...Come on already
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  • Jade Ireland commented
    13 Jun 15:19

    This is necessary so our mechanics can create quick PO's and we can track the costs accurately for those vehicles. There is already an option to do this with the job number - but we need it for the unit/vehicle number (as vehicles can change jobs multiple times a day so the 'job number' option is not as conducive to our business model as a 'unit number' would be).

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