How to Generate Outside Service PO

Use this workflow to create an outside-service Purchase Order from work order outside-service steps.

When to use this workflow

Use this workflow when a work order needs outside-service work performed by a vendor.

Use the generated PO instead of manually creating unrelated PO lines so PAX can keep outside-service cost tied to the work order.

Before you start

Confirm:

• The work order exists and is in Draft, Released, or In Progress status.
• The router includes an Outside Service operation.
• The vendor exists in Vendor Management.
• Required date and payment terms are known.
• Unit price is known for each selected outside-service step.

Steps

1. Go to Dashboard > Purchasing > Purchase Orders.
2. Select Outside Service PO.
3. Select the Vendor.
4. Confirm PO Date.
5. Enter Required Date.
6. Select Payment Terms.
7. Review the listed work orders.
8. Expand any work order that has more than one outside-service step.
9. Select each outside-service step that should be included on the PO.
10. Enter or confirm the Unit Price for each selected step.
11. Review the selected step count.
12. Select Generate PO.
13. Review the generated PO when it opens.

Unit prices

PAX suggests a unit price only when it can determine one from the work order's BOM structure. If no suggested price is available, enter the correct unit price manually.

PAX warns if selected lines have a unit price of zero. Continue only when a zero-price outside-service line is intentional.

What happens behind the scenes

PAX creates an issued Purchase Order with one line for each selected outside-service step.

PAX excludes operations already tied to active PO/work-order links so the same outside-service work is not selected twice.

Generated lines are linked to the work order and outside-service operation sequence. PAX forces the line to WIP account 1210 and treats it as non-inventory for normal inventory tracking.

The generated PO opens in the Open Purchase Orders editor after creation.

Creating the outside-service PO does not receive the service, post the outside-service cost to the work order, or close the work order. Receiving the PO later records the received outside-service quantity and updates work order outside-service cost behavior.

Related docs

• Outside Service PO Overview
• Open Purchase Orders Overview
• How to Receive Purchase Order
• Log Labor / WIP to FG Overview
• Servicer Scrap Log Overview