What
Purchase Orders can be added and viewed on a Fee. To help keep the associated Purchase Order visible on a Fee, we have made it simple to create a Purchase Order and assign it directly onto a Fee. An existing Purchase Order linked to the Client can also be added.
Where
Fees > Fee record > General tab > Purchase Order field
How
Add an existing Purchase Order
To add an existing Purchase Order, click the magnifying glass to open up a list view. Additionally, type in the text box.
Add a New Purchase Order
Within the Purchase Order field, click the magnifying glass, then +New Purchase Order.
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 Fee record. You can then add the new Purchase Order to the Fee.
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