Adding a Purchase Order to a Placement

This page shows you how to add a new Purchase Order to an existing Placement.

If you need to add a new Purchase Order to an existing Placement, go to a Placement record > Finance tab > Purchase Orders > Add Existing Purchase Order
 
 
Look for existing records, or click +New Record if the required record is not listed, then click Purchase Orders
 
 
 
 
Complete the New Purchase Order as required by your organization, including all required fields indicated by a red asterisk (*). Click Save & Close to return to the Placement record. 
 
 
 
Click again on Add Existing Purchase Order, select the purchase order and click Add
 


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