How to create a Purchase Order

  1. Log in to the HTML5 client.

  2. Select the Work workspace, Billing tab.

  3. Select a Project in the Project Data Selector.

  4. Select the Purchase Orders mode (viewmode_active_money22_md.png).

  5. In the Purchase Orders List panel, click on the Add (addWhiteBlue22_md.png) button.

  6. A new Purchase Order card is created in the Purchase Orders list.

  7. In the Purchase Order Details view, enter the newly created Purchase Order information.

Note

For the Purchase Order Used Amount and % Used to be displayed in the Purchase Order card, the Purchase Order needs to be attached to a Task or a Savings Transaction. Please note the following:

  • Used Amount is the Billable Amount of the attached Task or Transaction.

  • % Used equals the Used Amount / P.O. Budget.