📝 When Raising A Purchase Order (Subcontract) There's No "Charge Type" For Selection

Question

When raising a Purchase Order, why am I unable to specify a 'Charge Type'?

Answer

If when clicking into the Charge Type field it comes up blank and there is nothing for selection you'll need to set up a Charge Type in order to complete your Purchase Order.

In order for a Charge Type to be valid for selection you'll need to ensure you have a Job Type setup that is mapped to a Product Group over nominal codes in the Workshop Parameters screen - this is because in the parameters screen the Job Types don't have a nominal code we can map to a GRNI, which we do have mapped to our Product Groups and a GRNI nominal code is required for raising a Purchase Order.

Job Type's are setup in the following screen:

Workshop > Parameters > Parameters > Job Types Tab

Within the Non-Labour Jobs section, drill into the required job type. A tick box for 'Purchase Order' will need to be selected as well as Product Group for that charge type to be available. 

Now let's go raise a Purchase Order:

Purchase Orders > Raise > Subcontract

Click into the Charge Type field 

See now that the Job Type we specified in the Workshop Parameters is now valid for selection.