Outside Service PO generates a Purchase Order from open work orders that have outside-service operations.
What this screen is for
Use Outside Service PO when outside-service work should be ordered for one or more open work order operations.
This workflow is preferred over manually building a normal PO for outside service because it links the PO lines to the work order and outside-service operation.
Screen path
Dashboard > Purchasing > Purchase Orders > Outside Service PO
PAX opens Generate Outside Service PO.
Header fields
The header fields are:
| Field | Required | Notes |
|---|---|---|
Vendor |
Yes | Search and select the outside-service vendor. |
PO Date |
Yes | Defaults to today. |
Required Date |
Yes | Date the outside service is needed. |
Payment Terms |
Yes | Defaults from the selected vendor when available. |
The Pay To address defaults from the vendor. The Ship To address defaults from the company address when available.
Work order selection
The screen lists open work orders with outside-service operations. Work orders can have one or more outside-service steps.
The work order summary shows:
| Column | What it shows |
|---|---|
WO Number |
Work order number. |
Part Number |
Finished part on the work order. |
Description |
Finished part description. |
Status |
Work order status. |
Qty Ordered |
Work order quantity ordered. |
Due Date |
Work order due date. |
Single-step work orders are auto-expanded and preselected. Multi-step work orders can be expanded so users can select the correct outside-service operation.
Step rows show operation sequence, work center code, work center description, outside servicer when configured, unit price, and UOM.
Generated PO lines
Selected outside-service steps become PO lines.
Each generated line uses:
- The work order part number.
- A description based on the part description and work center description.
- Work order quantity ordered.
- The selected unit price.
- UOM from the outside-service step, or
EA. - GL account
1210. - The work order number.
- The outside-service operation sequence.
PAX treats these lines as work-order-linked non-inventory lines. They are for WIP cost, not normal inventory replenishment.
What happens behind the scenes
PAX loads outside-service candidates from work orders in Draft, Released, or In Progress status with router steps of type Outside Service.
PAX filters out outside-service steps already tied to active PO/work-order links. A whole-work-order percentage link blocks that work order, a direct operation link blocks only that operation, and line allocation splits block the work order from candidate selection.
When the PO is generated, PAX creates an issued Purchase Order using the normal PO creation endpoint. The generated work-order-linked lines are WIP lines and do not increase normal inventory quantity on order.
Outside-service cost is recognized to the work order from received PO quantities. The PO must still be received when the outside service is complete.