Create PO#

Job based purchase order number

This app uses the job number entered in the 6-6-1 Purchase Orders screen to create a unique incremental purchase order number.

Setup:

  1. The job number field must be entered on a new 6-6-1 Purchase Order record before clicking the zMaxOneClick app.
  2. The zMaxOneClick app must be clicked before the purchase order has been saved. Once saved, the purchase order number cannot be changed.

Steps:

  1. Open the 6-6-1 Purchase Orders screen.
  2. Enter all required fields and job number into a new 6-6-1 Purchase Orders record.
  3. Before clicking save, click on the zMaxOneClick app and choose Create PO#.
  4. Save the record.

Story:

Joe Contractor would like the purchase order numbers to be incremental based off of the job number. This way, his employees will know what job the purchase order is for without having to be at their computers.

Process:

This app uses the job number entered in the 6-6-1 Purchase Orders screen to create a unique incremental purchase order number.

Return on Investment:

Now they do not have to spend time looking up the next purchase order number or worry about entering the incorrect number. The purchase order number is created with the click of the zMaxOneClick app.