PO Pending Purchase Orders Form

Use this form to create and maintain pending purchase orders.

This form only applies if you have the Workflow module and use the Process Workflow feature.

Use the upper portion of the form to enter general PO information, and then use the lower portion of the form to create and maintain the PO items. Once you are complete, use the Workflow button at the bottom of the form to view the workflow processes that apply to the PO item, or select the Submit for Approval button to submit the PO for review/approval.

The following illustrates the steps required to process a pending purchase order.

Note: If needed, you can make changes to a PO after it it is submitted for approval. However, if you change the items on a PO, the PO is removed from the workflow process and you must resubmit it for approval once your changes are complete.

It is important to note that once you process an approved pending PO, you can only make changes to it by pulling it into a PO Purchase Order Entry entry batch.

For more information about processing pending purchase orders, see Process a Pending Purchase Order.

Field Tickets

Field tickets enable you to link labor, material, and equipment costs related to specific work activity on a job, and facilitate owner billing. When you add a job line to a pending purchase order, you can assign the entry to a field ticket associated with the contract for the specified job. You can assign multiple job lines to a single field ticket, as long as the ticket is still open (that is, has a status of Open in JC Field Ticket). Once the status is set to Closed, Approved, Rejected, or Billed, you can no longer post costs to that ticket.
Note: Costs associated with approved field tickets only impact T&M billings; therefore, assigning field tickets to job lines on a pending purchase order is only useful if the job's contract/contract item has a bill type of T&M or Both.

Additionally, once you process the pending purchase order, entries associated with approved field tickets appear on the Cost Detail tab in JC Field Ticket for the specified field ticket.

For more information about field tickets, see JC Field Ticket.