Create a Purchase Order for a Subcontractor

Use these steps to create a purchase order for a subcontractor.

To create a purchase order for subcontractor services:

1. In the Purchase Processes workspace (Accounts Payable > Purchase Processes), click the New Purchase Process action.
2. The Create Purchase Process dialog box opens.
3. Fill out the following required fields:

   • Purchase Process Type: Select Purchase Order.

   • Purchase Transaction Type: Select Subcontractor.

   • Vendor

     Click Create.

     In the Payment island of the Purchase Order tab (Purchase Processes > Purchase Process > Purchase Order tab), select the Self Invoice check box if self-invoicing is not enabled for the specified vendor and you want to enable it for this purchase order.

     OR:

     If self-invoicing is enabled for the vendor and you do not want to use it for this purchase order, clear the Self Invoice check box.

     In the Allocation sub-tab (Purchase Processes > Purchase Process > Purchase Order tab > Allocation sub-tab), create an allocation line.

     Fill out the following fields in the allocation line:

   • Purchase Line Type: select Subcontractor Reconciliation.

   • Agreement Type: select either Time and Material or Fixed Price, depending on the details of your agreement with your vendor.

   • Activity Type: select either Time or Amount.

   • Job No.: If possible, specify a job in the purchase order line. Otherwise, you can specify the job later on.

   • Task

   • Empl. No.: If the vendor employs multiple people, you can specify in this field if you want only one employee from the vendor to use this purchase order line as a reference for registered time and expenses.

   • Quantity

   • Unit Price

     Click Save Purchase Order Line, or press ENTER.

     In the Purchase Order tab, click Submit Purchase Order.