Agent Actions - Purchasing

Link Work Order > Existing - Purchasing

It may be the case that a series of Work Orders need to be linked so that they can all be tracked together. If this is the case the User can link a Work Order to an existing Work Order. This will show in the Events page on the helpdesk along with the... Read More

Purchase Items Dispatched

1. From the Agent Action menu click on the Purchase Items Dispatched option.   2. Select the dispatch date by choosing from the calendar when clicking on the drop down arrow, or by typing this in manually.  This date will be applied to all items in... Read More

Delivery Dates Provided

Once a Purchase Order has been acknowledged by a Supplier the User will want to know the delivery date for the item(s). If a delivery date is provided by the Supplier the User can update the Purchase Order via the following steps:   1. Click Agent... Read More

Agent Actions - Purchasing Introduction

Agent Actions are all accessible through the ‘Agent Action’ button on the helpdesk. The actions available to the Agent are dependent on the status of your Work Order. Once the Work Order has been created and the Supplier and delivery... Read More

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