Purchase orders provide a way to order and track parts and services requested from other vendors.
Type | Description | Example | Commodity Code |
Material Orders | Used to enter any type of purchase order (other than a subcontract) that is costed to a job or service order Used to enter any type of purchase order (other than a subcontract) that is costed to a job or service order | Lumber, copper pipe, Rooftop HVAC Equipment | Material |
Equipment Orders | Used to order rented equipment, generally job costed | Renting a backhoe from Hertz | Equipment |
Subcontract Orders | Used for any subcontract. Always costed to a job or service order.
| Site prep subcontractor | Trade |
Overhead Orders | For purchases costed directly to GL. Purchases of company owned equipment. | Office supplies, purchase of a company owned truck. | Material |
Workshop Orders | For a piece of equipment needing outside service. | Having the transmission rebuilt in truck on an EQ service ticket. | Material |
Asset Orders | For purchases costed to an asset | OR-outside repairs, PT-parts. If not using Workshop, use Asset orders | Material |
Inventory Orders | Use to purchase inventory to replenish warehouse inventory NOT going directly to a job or service order | Belts, filters, refrigerant, kept in stock.
| Material |
Rerental orders | Equipment rented from an outside company, subsequently rented to a subcontractor | Often used if looking to charge a different rate to the customer for rented equipment. Typically initiated on the Rental Desk in EQ. | Equipment |