New Commitment

Updated 4 days 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 both Purchase Orders and 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 Commitment 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 both Purchase Orders and Subcontracts can be created.

For help where only Purchase Orders can be created, see New Purchase Order.

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

To Add a New Commitment

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 Commitment button.
   There will then be a drop down, where a new Subcontract or New Purchase Order can be selected to be created.

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

Click here for an example for a User with Add permissions

1. Click on Subcontract or Purchase Order.

Depending on the option selected, the New Purchase Order or New Subcontract form displays.

Next Steps

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

Create the new Subcontract, see Subcontract - Add.

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