Views:

What

Purchase Orders can be added and viewed on a Project.
To help keep all the associated purchase orders visible on a Project, we have made it simple to create POs directly onto a Project.  Existing Purchase Orders linked to the Client can also be added. 

Where

Home > Projects > Click into a Project > click Purchase Orders tab to view current Purchase Orders or click +New Purchase Order

How

To view any current Purchase Orders on a Project, begin with going to the Projects menu from the site map and selecting the correct Project:
 
 
Click onto the Purchase Orders tab. Any existing POs will be listed:
 
 

Adding New Purchase Orders

A new PO can be added directly to the Project.

From the Purchase Orders tab, click on +New Purchase Order: 

Complete all mandatory and any additional fields and then click either Save or Save and Close:

 

Adding Existing Purchase Orders

To add an existing PO the existing PO must be linked to the same Client associated with the Project.

Click on Add Existing Purchase Order:

Click on the magnifying glass icon to see a list of all POs linked to the Client that owns the Project. Multiple POs can be added; simply click on the POs you wish to add.

Alternatively to pick a specific PO, type the PO number to find the record.

Financials

The total sum of the all associated Purchased Orders will displayed on the PO Coverage field. The PO Balance shows the calculation of the PO minus the Achieved Project Revenue (Sum of the Charge (net) from all Financial Transactions associated with the Project. 

This sits within the Financials section:

To be able to see the total amount displayed in the PO Coverage field, click on the calculator icon to be able to see the Recalculate button. Click on this and the sum will update. This step will need to be repeated each time new POs are added to update the total.

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