Release Notes

How do I create a machine purchase order?

by
Dylan Timberlake
February 19, 2021

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There are multiple different ways to create a machine purchase order. They can be created as blank slates or with machines already populated.

  1. The quickest way to create one is to navigate to the left-hand navigation and hover over the New tab and select Machine Purchase Order.This will create a blank slate MPO (Machine Purchase Order) that can be built for any vendor in the system.
  2. The next few options to create MPOs are to use Machine Purchase Plans. One way to create a purchase plan is to use the Machine Purchase Request option under the New tab.
  3. The next option is to select Purchase Similar from the machine dashboard. This option can be found under the Complex Actions drop-down.
  4. Finally, if you navigate to a model's dashboard, you can find the New Purchase Request button under the model information section.

To turn these machine purchase requests into an MPO, head over to the Purchasing tab on you left nav and select Machine Purchase Plans.From this report, select the machines that you want to order and click the Purchase button.

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