Ideas for Acumatica

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Allow technicians to create purchase orders while on appointments

Business Scenario: technician goes into the field to make a repair, but needs a part that is not on the truck. Many organizations require a PO for tracking or approval purposes. The technician should be able to create this from the field on the mobile app.

See also:

  • Douglas Johnson
  • Apr 19 2019
  • Planned
  • Attach files
  • Lynn Layburn commented
    April 19, 2019 15:31

    We have a non-stock service department, currently our techs call the office for each PO they need, this becomes a problem on the weekends & evening work when the office is closed.  If they had the ability to add purchase orders to their appointment via the mobile app this would solve the problem.  This is the only disconnect in the workflow for us. The workflow through out Acumatica is impressive.  I really hope this suggestion becomes a function of Acumatica!

    Thank you

  • Jordan Belfort commented
    April 22, 2019 12:14

    In the event that the genuine time to finish a task is not the same as the default time characterized in Production Operations for an item, you can change the "Time" segment for every activity on the Manufacturing Order.