Create a Requisition

Place the cursor on the first blank area and click on PO/PR. The Requisition screen will be displayed. The CD field and Reference field on the second page will automatically be set to CS and the Contract Service Order Number. Complete the Requisition as per Requisition Data Entry instructions.

Edit a Requisition

Place the cursor on the desired Requisition Number and click on PO/PR. Make any necessary changes and save the record.

WARNING: Requisitions may require approval. If so, they can only be edited by the person granting approval. A new Requisition must be made if approval is required and approval was granted by another person. Employees must be authorized to grant approval by the Authority Control System.

Edit a Purchase Order

Place the cursor on the desired Purchase Order Number and click on PO/PR. Make any necessary changes and save the record.

WARNING: Purchase Order screens are not necessarily available to all Users. Also, Purchase Orders may require authorization. If so, they can only be edited by the person granting authorization. A new Purchase Order must be made if authorization is required and authorization was granted by another person. Employees must be authorized to authorize Purchase Orders by the Authority Control System.

Call Report Page (Covered Charges)

Provision is made to enter both covered and uncovered charges. It is important to enter all of the information in the Covered Charges section so that a Profitability Analysis can be made when the contract expires.

Entering information in the Uncovered Charges section will create a Purchase requisition for the uncovered labor and materials if the Generate a Purchase Requisition for uncovered charges on a CSO?  is checked on the Set Maintenance Software Switches screen. Click on the Uncovered Charges button at the bottom of the screen to enter uncovered charges.

Ticket # - Enter the Ticket # or Call Report Number from the Vendor's Call Report.

Labor - Enter Labor in hours, i.e. 5.25 for five and a quarter hours.

$/Hr will default to the cost defined on the Service Contract and can be edited.

Travel - Enter Travel in hours, i.e. 6.5 for six and a half hours.

$/Hr will default to the cost defined on the Service Contract and can be edited.

Miscellaneous Description and Price - Enter the Description and Price of any miscellaneous covered charges.

Covered Parts Desc, Qty and Price - Enter the description, quantity and price for all parts covered by the Service Contract.

Click on Save to save the record after the desired information has been entered on ALL screens.

Call Report Page (Uncovered Charges)

Labor - Enter Labor in hours, i.e. 5.25 for five and a quarter hours. The Total Cost will be calculated using the Rate on the Service Contract.

Travel - Enter Travel in hours, i.e. 6.5 for six and a half hours.

Miles - Enter the Travel Miles. The system will calculate the total travel cost (Hours x Rate + Miles x Rate) using the Rates on the Service Contract.

Miscellaneous Description and Price - Enter the Description and Price of any miscellaneous uncovered charges.

Uncovered Parts Desc, Qty and Price - Enter the description, quantity and price for all parts not covered by the Service Contract.

Click on Save to save the record after the desired information has been entered on ALL screens.