How do I create a purchase order (PO)?

Option 1: You can manually create it in the purchase order (PO) module.

1. In the Cost Tracking area of your project, click the Purchase Order thread in the left-side menu to expand the options below.

   Helpful Hint: This area may be called something different on your site.

2. Click the + Purchase Order button over on the top right-hand side.
3. Enter details about this new purchase order, such as Item #, Description, and Group."

   Note: Fields with the red asterisk are required fields to save the item.

4. Click into the Vendor field to search and select a user to award this purchase order.
5. Alternatively, you can select a contact to award the purchase order to.

   Helpful Hint: Purchase orders awarded to contacts instead of users will not be viewable by users without View Others access rights in the purchase order module. This means that external vendors will not be able to submit their own invoices.

6. Complete any of the optional fields as needed by your organization. Then click Save & Next.
7. On the Items tab, enter the line items as necessary by your organization. Then click Save and Next.

   Helpful Hint: You may wish to link the line items to the budget at this point, if you have the appropriate access rights. If you are the vendor, there is no need to worry about this step.

8. On the Attachments tab, upload any supporting documentation as needed. Then proceed to the Approval tab.
9. On the Approval tab, select the appropriate approval type, if the option is available. Then click Start Approval. This action will send email notification to the first level of approvers, notifying them that their approval is requested for this purchase order.

Option 2: You can create a purchase order (PO) from the budget.

Click here for more information on this process.

For more information on Purchase Orders, click here.