Link Items from Jobs to a Purchase Order

Use these steps to add items from jobs to a purchase order. You can add items from several different jobs to a single purchase order.

To add items to a purchase order, complete the following steps:

1. (If you are already on the Purchase Order page, skip this step.) Locate the purchase order to which you want to link a job.
   1. Click Menu > Purchasing > Purchase Order.
   2. On the Find Purchase Orders page, double-click on the purchase order that you want to link to a job.
2. Click Import Job.
   1. Use the first drop-down to select the job that contains the items that you want to add. The list displays all in-progress jobs.
   2. Use the second drop-down to select the items that you want to add to the purchase order. You can select all, if applicable.
   3. Click Import.
   The purchase order is linked to the job. You can view the related job by clicking the link in the Job # column. On the Jobs Purchases tab, you can view the related PO by clicking the link in the PO # column.
3. Repeat step 2 to add additional jobs to the purchase order.
4. Click Update to save the change.

If you add an item by mistake, click X at the end of the purchase order line to delete the item.