Jobs > Purchase Orders Summary R13

NUMBER

FUNCTIONALITY

1

The purchase order options menu allows you to:

• Create a new purchase order

• Copy data from another PO

• Copy purchases data from price quote

• Plus, edit basic settings including: currency, GST, payment terms, unit settings and net revenue

2

These tabs relate to the information for this particular purchase order:

• Header – this is where you add the supplier, agreed price, activity type and cover letter text. You can also create new, duplicate and cancel POs here

• Details – allows you to add specific specs to your PO

• Approval – see where the PO approval is sitting

• Accrued expense – allows you to see the creditor invoice information

• Conversation – collaborate on the PO

3

If you have more than one PO on a job you can:
a.     Use the drop down to change between them
b.     Open a purchase order list

4

These buttons in the purchase order tab allow you to (from left to right):

• Create new purchase order

• Duplicate purchase order

• Move current purchase order

• Cancel purchase order

• Approve purchase order

• Cancel approval

• Settle purchase order

• Change currency

5

You can access the job properties sidebar from the purchase order

6

Print and layout settings – allows you to set the format of your PO

7

View and change the purchase order status