WorkBook

Create Purchase Orders

Use the Purchase Order submodule to create purchase orders for 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 create a purchase order for a job:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job that you want to create a purchase order for.
  3. On the side toolbar, click Purchase Order .
  4. Click the Header tab.
  5. Click Create a New purchase order .
    Alternatively, click and select Create a new purchase order.
  6. In the Create a New Purchase Order dialog box, enter or use the corresponding drop-down lists to provide the applicable information for the purchase order that you want to create.
  7. Click OK.