Purchase Orders are entered in the Reference Data menu, Purchase Order Entry.
Click Add New Purchase Order to create a new Purchase Order:
Select the client the Purchase Order relates to from the list and enter the details along with a value if appropriate:
To update an assignment with a Purchase Order or add a PO to a new assignment you will need to go to the Assignment Entry area and select the assignment from the list.
On the Main Details page of the assignment you will be able to select the Purchase Order from the list:
If this is an existing assignment where timesheet activity has already begun the system will update all Open timesheets with the new PO, but not those that are completed or mid-process.
There is a checking mechanism in place however; if you are validating a timesheet where the Purchase Order differs to that held on the Assignment Entry (so if the Assignment has a PO but the timesheet itself does not for example) the system will prompt you at the point of validation:
At this stage you can choose to update the timesheet to be the same as the assignment PO if you wish. If you refer back to the Purchase Order Entry you will see the system has updated the PO with any invoices or timesheets that have been assigned to it:
There is a Purchase Order report available in the Reports menu which you may want to include as part of your process. This report is useful in managing Purchase Orders and will highlight any POs that are running low or have overspent: