Purchase Order-Service Request association offers authority dealing with the organization's purchases a clear picture of the service request in demand by providing them with vital information like the priority, urgency, impact etc., of the service request based on which the purchase order cycle (that usually involves quote enquiry, bidding negotiations, finalizing a vendor, delivery of goods etc.,) can be formulated and executed as per the requester's needs.This association ensures service requests do not go into an indefinite 'on-hold status' by keeping requesters/technicians and the purchase department well-informed about the progress of purchase orders and service requests accordingly.
Associating Purchase Order with Service Requests
To associate purchase order to a service request,
Click the Purchase tab in the header pane.
Select the Purchase Order to which you want to associate service requests by clicking on the respective purchase order number (or) purchase order name
From the Actions dropdown select Associate Service Requests.
In the Associate Service Requests popuo, select the service request(s) that you want to be associated with the purchase order
Click Associate Request button
View and Detach Service Requests Associated with Purchase Order
To view details of service requests associated with a purchase order,
Click the Purchase tab in the header pane.
Select the Purchase Order by clicking on the respective purchase order number (or) purchase order name
In the purchase details page, click on Requests tab. Here all asssociated requests will be listed.
To detach a Service Request, clcik Detach button that appears when hovering over the respective Service Request.
