Service work needs material and subcontractors too: DE/RE material after a customer changes roof type, a TPUP upgrade bought direct from Enphase, a roofer or drywall crew putting right something we caused. Before this tab existed there was no path for any of it: a service purchase went through whoever happened to have NetSuite access, or it did not happen.

PO GENERATION, then SERVICE, is that path. It works like the Commercial tab: a list of Service POs, shared drafts, a page per PO, and the form for a new one.

The Service PO list

The tab opens on Service POs, live from NetSuite. The subtitle says how many there are, "live from NetSuite, including POs cut there directly": every Service-class PO is listed, not only the ones made in this tool.

The Service PO list: search, vendor, status and date filters, and one row per PO.

• Filters: Search S number or name, Vendor, Status, and a From / To date range.
• Columns: PROJECT ID, PROJECT NAME, VENDOR, PO DATE (click to sort), STATUS and AMOUNT.
• Status tags: amber for Pending Receipt and Partially Received, blue for Pending Bill, green for Fully Billed, gray for closed.
• from memo next to a project number means the PO was cut in NetSuite without a job on its lines, so the number was read from its memo.
• Click a row to open the PO. DRAFTS opens the saved drafts; NEW PO opens the form.

Drafts

SAVE DRAFT on the form keeps everything you've entered, named by the What is this PO for? text. Drafts are shared with the whole team, so someone else can finish one. Click a draft to reopen it in the form; the button then reads UPDATE DRAFT. The trash icon deletes a draft, and a draft is deleted automatically once its PO is created.

Drafts: name, project, vendor, who saved it and when.

A PO's page

Click a PO in the list to open it: the number with its status tag, the vendor and project under it, the Project ID, Project name, Vendor, Amount and Memo, an Open in NetSuite link, and every line with ITEM, DESCRIPTION, QTY, RATE and AMOUNT.

A Service PO's page, with Print, Email vendor and Close PO.

• PRINT downloads the PO PDF.
• EMAIL VENDOR sends the PO PDF to the vendor's address on file, or to an address you type.
• CLOSE PO (in warning orange) asks for a reason, which is written to the PO in NetSuite as a User Note.

Unlike Commercial, Service POs can't be edited here or uploaded to Sunrise.