This article explains how to view PO conversion options, understand the differences between PO types, and convert QuickBooks, Procore, and BuilderTrend POs into Adaptive POs individually or in bulk.
1. Accessing the Purchase Order Conversion Tools
Open the PO you want to review.
Select the wishbone icon to view information about converting external POs to Adaptive POs.
Click Learn More to open a Help Center article with a table comparing external POs and Adaptive POs.
2. Converting a Purchase Order to an Adaptive PO
Convert from within a PO
Open the PO.
Select Convert to an Adaptive PO.
A message explains what will occur during conversion based on the external source.
Editing Options After Conversion
After converting to an Adaptive PO, you can edit fields such as:
Purchase Order Number
Date
Amounts
Any fields not linked to an existing bill
3. Conversion Behavior by Integration Type
QuickBooks POs
Hard Delete: The original QuickBooks PO is deleted.
The converted PO will no longer sync with QuickBooks.
Procore POs
Soft Delete: The original Procore PO is removed from Adaptive but remains unchanged in Procore.
Only the Adaptive version is converted.
BuilderTrend POs
Soft Delete: The original BuilderTrend PO is removed from Adaptive but remains unchanged in BuilderTrend.
Only the Adaptive version is converted.
4. Converting Multiple POs in Bulk
Select multiple external POs from the list.
Open Actions.
Choose Convert to Adaptive POs.
All selected POs convert at once, following the same deletion rules for each integration.
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