New Purchase Order (Overall Steps)

Updated 1 week ago by Customer Service

Suggested Prior Reading

Commitments List - Accessing

To add a New Purchase Order:

This help explains how to add a New Purchase Order.

This help assumes the New function is already invoked and the New Purchase Order form is displayed (see Suggested Prior Reading above).

For more information on the layout of the New Purchase Order form, see New Purchase Order – Form Layout.

For more information on navigating the New Purchase Order form, see New Purchase Order – Form Navigation.

Status

When adding a Purchase Order, the Status defaults to Draft. This is usually the appropriate status to use during the initial add while information is being entered and details haven't been finalized. See Purchase Order – Status for a description of all the Statuses.

For Users with just Add permissions, the Status can not be changed, it default to Draft.

For User with Admin permissions, the Status can be changed during the Add.

1. Change the Status if required, see Purchase Order - Add - Status.

Purchase Order Components

The General component displays by default during the Add but other Components can be switched to via the Form Navigation Menu Options.

On the New Purchase Order form, different components can be displayed in the middle section of the form. By default, the General component displays when the Purchase Order is viewed. However, the other Components can be switched to via the Form Navigation Menu Options .

1. Enter the General Purchase Order information
   For overall information on the General Purchase Order component, see New Purchase Order - General Component (Overview).
   To enter the Purchase Order information, see New Purchase Order - General Component (Examples & Steps).
2. Create or maintain the Schedule of Values. See Commitment - Schedule of Values (Overview).
3. Create or maintain the Financial Markups if required. See Commitment - Financial Markups (Overview).

Save the Purchase Order

1. Click the Save button (at the top or bottom of the form) to save the Purchase Order.
   Click here for more information on the Save function.

   This saves the Purchase Order including any information on the General, Schedule of Values and Financial Markups Components.
   This Commitment List displays. See Next Steps below.
   OR
   Click the Save & Email button (at the top or bottom of the form) to save the Purchase Order and email it.
   Click here for more information on the Save and Email function.

   This saves the Purchase Order including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Purchase Order in JobPlanner. The Email Purchase Order form displays, see Email Purchase Order.
   OR
   Click the Close button (at the top or bottom of the form) to close the form without saving the Purchase Order.
   Click here for more information on the Close function.

   If no information was changed or entered, the Commitments List displays, see Next Steps below.
   
   If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.
   
   
   
   Click the Cancel button to cancel the Close action and return to the Purchase Order Add form (see the steps above)
   OR
   Click the Don't Save button to cancel changes to the Purchase Order. The Commitment List displays, see Next Steps below.
   OR
   Click the Save button to save the Purchase Order including any information on the General, Schedule of Values or Financial Markups components. The Commitment List displays, see Next Steps below.

Next Steps

Commitments List - Overview.

If the user has Admin permissions, to change settings for the display of the Commitments List, see Commitments List - Settings.

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