To access Purchase Order records, click on the hamburger menu in the upper left of the HEMS One window (1), then select the Information Lists menu (2), followed by the Purchase Order submenu (3).
The Purchase Order Record: Details Tab
The Purchase Order record is made up of three tabs: Details, Attachments, and Model.
PO: The Purchase Order number.
Description: A description of the PO.
Active Checkbox: If this box is checked, the PO is active.
Shared Checkbox: If this box is checked, the PO is shared between service areas.
PO Date: The Date the PO was created.
Expected Delivery Date: The expected delivery date of the purchased goods.
Vendor: The seller of the purchased goods.
Type: The type of Purchase Order.
Est. Hours: The Estimated Hours for a labor purchase order.
Hour Rate: The Hour Rate for a labor purchase Order.
NTE: The monetary maximum limit of the Purchase Order.
Total Cost: The total cost of the Purchase Order.
Notes: This is an open text field.
- To add a timestamp to the Notes field, use the clock icon to the right of the field .
- To expand the Notes field, use the Show Expanded View icon .
- To use predefined text in the Notes field, use the Predefined Text icon .
Coverages checkboxes: Checked boxes indicate the element is covered by the PO.
Purchase Order Record: Attachments Tab
Use the “Select files…” button to browse for files to attach.
Purchase Order Record: Model Tab
Use the Add Model button to add model information to a Purchase Order record if needed.
A new window will appear where the model #, Service Area, Purchase Price, and quantity can be defined. The Manufacturer and Type fields are associated with the Model # field and are not editable in this view. Once the information is defined, clicking on the Accept button in the upper right saves the Model information to the Purchase Order record.