Use the Description submodule to create purchase orders and insert lines from descriptions of selected jobs.
To use the Description submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To create a purchase order and insert lines from a job description:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job for which you want to create a purchase order with lines from the description.
-
On the side toolbar, click
Description.
-
On the grid toolbar, use the drop-down list to select the description with the lines that you want to copy to the purchase order.
-
Click the Description tab.
-
Click
Create purchase order and insert lines from current description
.
-
In the confirmation dialog box, click
Yes.
WorkBook opens the Purchase Order card.