Adding New Commitments

Updated 2 hours ago by Customer Service

Suggested Prior Reading

Commitments List - Overview

Adding New Commitments

This is help for initating the add of a new Commitments i.e. a new Purchase Order or a new Subcontract.

In order to add a new Commitment, the User must have Add or Admin permissions for Commitments (see User Types - Company - Permissions - Project Features - Finances - Commitments).

What Commitments can be added and how they are added depends on system Settings for Commitments. A user with permissions to change Settings for Commitments (see Permissions - System Features - Settings), can set whether or not both Subcontracts and Purchase Orders can be created in the system or just one or the other (see Settings - Commitments - Commitment Settings - Enable Purchase Orders/Subcontracts).

On the Commitments List, if the User has Add or Admin permissions, there will be a button to add new Commitments. However, the button and the functionality will differ depending on the above setting:

• If both Purchase Orders and Subcontracts are enabled, the function button to add a new Subcontract or Purchase Order displays as New Commitment . There will then be a drop down, where a new Subcontract or New Purchase Order can be selected to be created.
• If just Subcontracts are enabled, the function button to add a new Subcontract displays as New Subcontract .
• If just Purchase Orders are enabled, the function button to add a new Purchase Order displays as New Purchase Order .

For more information on the button on the Commitments List, see Commitments List - Layout and Navigation.

Next Steps

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.

For help on adding a new Purchase Order when only Purchase Orders can be created, see New Purchase Order.

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