How do I set up alerts or reports for aging received POs nearing return expiration dates based on job in ServiceTitan?

Problem

Users need to track aging POs nearing their return expiration dates but ServiceTitan does not directly support custom vendor return policies or alerts for this purpose.

Solution

By following these steps, you can keep track of aging POs and manage returns effectively, even though ServiceTitan does not directly support alerts for vendor return policies.

Creating custom reports to track return deadlines

1. Open ServiceTitan on your computer.

2. Go to the navigation bar and click Purchasing .

3. Create a new Purchase Order or open an existing one.

4. In the Memo field add the memo including the vendor return policy.

5. Save the Purchase Order.

6. Go to the navigation bar and click Reports.

7. Create a custom report using the Purchasing template.

8. Add columns to your report including PO type, Job #, Job Status, Memo, and any transaction dates needed.

9. Save your custom report.

10. Run this report regularly to monitor POs that are nearing their return expiration dates.