Use the Purchase Order submodule to add new detail lines to purchase orders of selected jobs.
To use the Purchase Order submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To add a new detail line to a purchase order:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the purchase order that you want to add a new detail line to.
-
On the side toolbar, click
Purchase Order.
-
On the grid toolbar, use the drop-down list to select the purchase order that you want to add a new detail line to.
Alternatively, click
Open purchase order list
and in the Purchase Order List dialog box, highlight the purchase order that you want to add a new detail line to.
Note: You can only add detail lines to a purchase order that has not yet been approved, cancelled, or locked for changes.
-
Click the Details tab.
-
Click
Add new detail
.
-
You can edit the different fields by double-clicking on the corresponding field.