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
Home > Fees > Click into a Fee > click the Purchase Order field to view current the Purchase Order or click +New Purchase Order
How
1. To view a current Purchase Order on a Fee, begin with going to the Fee menu from the sitemap and select the correct Fee:
2. Click on the look-up in the Purchase Order field to select an existing Purchase Order or select a relevant option from the list:
If a suitable Purchase Order is not present, then users can create a new Purchase Order via the drop-down box which can then be added onto the Fee at a later date.
Adding New Purchase Orders
A New Purchase Order can be added to a Fee via the +New Purchase Order option. Once all mandatory and additional fields have been completed, users will then need to save the order before adding this to their fee: