Creating a New Purchase Order:
Begin by clicking on either:
+Add Purchase Order button in the Job Details page
Or, Create Purchase Order button on the Purchase Orders page.
Once in the New Purchase Order window, you'll need to enter the following info:
Vendor Name
Purchase Order Date
Note: PO date must be before the date of the Bill it's being matched to.
Job
Cost Code / Account
Amount
Click Save.
Note: You can also Delete Purchase Orders from the PO Details window by clicking the Delete button at the bottom.
Finding Purchase Orders:
Now, your newly-created PO can be found in Purchase Orders, along with all the rest of the POs you've created.
To quickly find any PO in this list, you can Filter by:
Cost Code
Account
Job
Vendor
Signature
PO Type
Bulk Actions for POs:
From the main Purchase Orders page, you can perform bulk actions
Select multiple POs with checkmarks
Click Actions button
Choose the bulk action you need
Supported bulk actions:
Bulk "Send for Signature"
Bulk "Mark as Signed"
Bulk "Convert to Adaptive PO"
Bulk "Edit properties" to update vendor, cost code and job
Determine if a Bill has a linked Purchase Order (PO):
Click into any bill to view the Bill Details.
Scroll down the Bill Details, until you find the Purchase Order section.
Click on the POs matching this Bill dropdown to view all of this bill's matching POs.
Notes:
The number (#) listed next to POs matching this Bill represents the # of POs attached to this bill.
If the number is Zero (0), then this bill does not contain any open POs for this Vendor.
Once you find the matching PO, enable the Apply to Bill toggle.
Review & Edit PO details in the Merge or Delete Existing Bill Lines window.
Then click Save to merge the lines.
To unlink a PO from a bill, click the small Unlink PO button (looks like 2 chain links) in the PO's Line Item.
To access the linked POs details from the Bill Details page, click the PO# listed in the Line Item section.
Once this bill is approved (click the Approve button) this PO amount will be applied to the Remaining Balance.
If you have any questions or want to share feedback, feel free to reach out at [email protected].