What is a Field Order?
š” A Field Order is created when a technician needs to pick up materials from a Vendor while out on a Visit.
With the appropriate settings and permissions enabled, a technician can create a Field Order in the Mobile App. All orders made on the app are Field Orders.
Unlike a Purchase Order, a technician can receive all items in a Field Order by adding the Items purchased, Item Quantities, Costs, and a photo of the Receipt(s) in the Purchase Orders Section of the Visit Report in the mobile app.
Field Order Workflow
If a technician needs to pick up materials from a Vendor while out on a Visit:
The Technician will create a Field Order in the Purchase Order section of the Visit Report.
The Technician will pick up Items from the Vendor.
The Technician will add some or all of the following information to the Purchase Orders Section of the Visit Report:
Items purchased
Quantities purchased
Costs
Receipt(s)
How to Create a Field Order in Mobile
From the My Visits screen, tap to open a Visit.
Scroll down to the Technician Report Section ā tap āPurchase Ordersā.
Tap ā+ ADD PURCHASE ORDERā.
Select a Vendor, PO TYPE, and add a Description.
NOTE: If the Vendor does not appear in the dropdown, the Vendor information must be created under Vendor Settings in BuildOps Web.
Tap āSAVE & ADD RECEIPTā to add a Receipt and line Items immediately, or āSAVE PURCHASE ORDERā to add the Receipt and Items at a later time.
If you tap SAVE PURCHASE ORDER, the Field Order will be saved as a draft in the Purchase Order section of the Visit Report.
Creating Purchase Order on Mobile app may be greyed out if the visit is already in "converted" status.
How to Add a Receipt to a Field Order in Mobile
š” Tap ā+ Add Receiptā to update the Field Order after a purchase has been made.
Add a Vendor Document Number (Vendor Invoice number).
Add an Image of the Packing Slip/Receipt.
Tap āSAVE & ADD ITEMSā.
Select an Item to add to the Receipt. (Items must be entered in BuildOps in order for them to appear in this dropdown.)
Update the Item information:
Item Name
Item Description
Quantity Received
Unit Cost
Tap āSAVE & ADD ANOTHER ITEMā to add additional Items or āSAVE RECEIPT ITEMā if only one Receipt Line Item is needed.
Tap āSAVE RECEIPTā.
The Field Order will now have a āFulfilledā status.
Viewing Field Orders in a Job Report (BuildOps Web)
The Job Report includes details of all Purchased items, Field Orders Created, and related Receipts.
Overview tab of a Job Report
From the Overview tab, scroll down to the Purchased Items section.
Click on a PO number hyperlink or Receipt number hyperlink to be redirected to the Field Order or Receipt.
Visits tab of a Job Report
From the Visits tab, scroll down to the Field Orders Created section.
Click the PO number hyperlink to be redirected to the Field Order.
The related receipts will also be listed in the Receipts Created section.
Click the Receipt number hyperlink or PO number hyperlink to be redirected to the Receipt or Field Order.
FAQs
Q: Where do I store the vendor invoice number?
Vendor Document Number on the Receipt.