Purchase Orders let you create accountability between an Owner Client’s project or scope of work, and the Supplier who will deliver that work.  The Purchase Order feature lets you create a standalone purchase order. Once a purchase order is created, it can be linked to multiple resource requests. 

Create a new purchase order

1. Go to Settings > General > Purchase Orders.
2. Select 'Click here to add a purchase order' or click the '+' icon.
3. Fill out the Add Purchase Order fields:

• • Purchase Order Name must be unique
  • Purchase Order Number
  • Select the Asset from a list of assets you have permissions for
  • Supplier
  • Start and End Dates
  • Cost Centre

4. Click Save.

Your PO displays in a list.

Bulk Upload Purchase Orders 

1. From the Purchase Order screen, click Upload.
2. Select the Asset the Purchase Orders are to be uploaded against.
3. Click Next.
4. Select the download template (CSV). 
5. Populate the template with your purchase order data.

Note: You can upload up to 500 records at a time.

6. Click the Upload icon to upload the populated Purchase Order Template.

7. An import screen will display the PO data to import. 
8. If you need to make any changes, click on one of the associated Purchase Order fields.

9. From the Edit Uploaded Purchase Order window, make any changes.

10. Click Update.

11. When you are ready to import the data, select Import. 

You’ll get a pop-up notification to let you know when the import process has completed, or if there were any problems.

Add a Purchase Order to a Resource Request 

When you create a Resource Request, you can select from a list of existing Purchase Orders. The list of purchase orders will only contain

• Those that are linked to the same asset as the resource request.
• Purchase orders with an end date in the future

See also:

• Assign Purchase Order Permissions
• Edit and Delete a Purchase Order

Updated 20 September 2024 09:21