User Instructions: Create a Subcontracting Purchase Order from a Work Order

Follow these steps to create a subcontracting purchase order in Business Central.

Step 1: Open Work Orders List

  1. From the main menu or search bar, navigate to the Work Orders section.

Step 2: Search for a Work Order

  1. In the Work Orders list, use the search bar to enter the number or identifier of the work order you want to modify (e.g., “1181”).
  2. Press the Enter key or wait for the list to filter results.

Step 3: Open the Work Order Card

  1. Once the search results display, click on the desired work order to open its details.
    This will bring up the Work Order Card for the selected item.

Step 4: Add a New Line in the Work Order

  1. Scroll down to the Lines section of the Work Order.
  2. For the “Type” field, click or select it and select Purchase.
  3. For the “No.” field, enter or select the required code.

Step 5: Specify Details for the New Line

  1. In the Description field, type a description of the service or repair (e.g., “Radiator Repairs”).
  2. In the Unit Cost (LCY) field, enter the cost of the item (e.g., “150”).
  3. In the Unit Price field, input the desired price (e.g., “225”). This field may autopopulate based on setups added on the Service Type.

Step 6: Select a Vendor

  1. For the Buy-from Vendor No. field, click on the field to open the Vendor List page.
  2. Using the search bar, type the name or identifier of the vendor (e.g., “napa”) to locate them.
  3. Select the desired vendor from the list and click Ok.
    This will update the vendor details in the Work Order.

Step 7: Create a Purchase Order

  1. Scroll to the Lines section and click the option to Create Purchase Order for the selected lines.
    A dialog box titled Choose may appear.

  2. In the dialog box, select the appropriate option (if applicable) and click Ok.

Step 8: Confirm the Action

  1. When prompted with a confirmation dialog box, click Yes to confirm your choice.

Step 9: Review the Purchase Order

  1. The Purchase Order page will now appear. This page displays the details of the new purchase order associated with the Work Order.
  2. Review the details to ensure accuracy.

Step 10: Release the Purchase Order

  1. On the Purchase Order page, click the option to Release the purchase order.

Step 11: Close the Purchase Order

  1. Once the purchase order is released, close the Purchase Order page.
    You’ll return to the Work Order page, and your subcontracting purchase order will now be created.

You’re done! You’ve successfully created a subcontracting purchase order. Check the Work Order Card and Purchase Order List for further verification.

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