Insert Description Lines to Purchase Orders

Use the Purchase Order submodule to insert description lines to purchase orders of selected jobs.

To use Purchase Order, you must have access to Jobs as defined in User Access Rights under Settings.

To insert description lines to a purchase order:

1. On the main toolbar, click Jobs .
2. In the left pane, click Jobs List and highlight the job with the purchase order that you want to insert description lines to.
3. In the left pane, click Purchase Order.
4. On the grid toolbar, use the drop-down list to select the Purchase Order that you want to insert description lines to.
   Alternatively, click Open Purchase Order List and in the Purchase Order List dialog box, highlight the Purchase Order that you want to insert description lines to.
   Note: You can only insert description lines to a purchase order that has not yet been approved, cancelled, or locked for changes.
5. Click the Details tab.
6. Click Insert description from current job type .
7. In the Copy Details from Current Job Details dialog box, use the drop-down list to select the description that you want to insert lines from.
8. Click OK.