Note: To create a purchase order with a delivery confirmation, you must purchase a paid workflow.
When you create a purchase order with multiple delivery items, you can track in the system which of these items have been received. You can also assign a status indicating whether the delivery was correct or needs to be disputed.
This makes it possible to verify whether all included order items have been delivered in full.
The order thus provides an overview of the ordered and delivered quantities.
Procedure in the FM Portal
Path to the starting point: Property Management - Procurement/Purchasing - FM Orders
Click on New....
Assign an order number and fill in the required fields. The form description can help you with this: FM Orders (C97A)FM Orders
Create the items for your purchase order in the Order Item section.
Click Save. The order is created and the order workflow is initiated.
When a delivery is received for your order, open the order record and click on Tools - Add New Delivery.
You will receive a message containing links to the delivery and the delivery items. Click on these red links to enter the data for the received delivery into the system.
For example, enter in the delivery when the delivery took place, who received the delivery, and what the delivery note number is.
In the Delivery Items section, click the Edit button.
Now enter the number of items already delivered for this item. You can also indicate whether the delivery status was satisfactory or subject to complaint.
Click Save.