New Purchase Order

Updated 2 weeks ago by Customer Service

Suggested Prior Reading

Commitments List - Accessing

Commitments List - Layout

Things to do before you add a Commitment

Adding a New Commitment - Overview

This is help for adding a new commitment when only Purchase Orders (not Subcontracts) can be created.

Note 1* In order to add a new Commitment, the User must have ADD permissions for Commitments.

Note 2* The process to create a new Purchase Order differs depending on whether or not both Subcontracts and Purchase Orders can be created in the system (or just one or the other). This is a system Setting, see Settings - Commitments - Commitment Settings - Enable Purchase Orders/Subcontracts. This is help for when only Purchase Orders can be created.

For help on adding a new Commitment when both Purchase Orders and Subcontracts can be created, see New Commitment.

For help on adding a new Subcontract when only Subcontracts can be created, see New Subcontract.

To Add a New Purchase Order

1. Access the project, see Project - Accessing.
2. Access the Commitments List, see Commitments List - Accessing.
   For more information on the layout of the Commitments List, see Commitments List - Layout.
3. Click the New Purchase Order button.

Click here for an example for a User with full functionality and permissions

Click here for an example for a User with Add permissions

The New Purchase Order form displays.

Next Steps

Create the new Purchase Order, see Purchase Order - Add.

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