Purchase Orders Detail Section - Projects Workspace
The Purchase Orders detail section allows you to create purchase orders that are linked with a project.
To perform actions in this detail section, you need to be able to see the Details pane. Click the List View, Summary View, and Map View buttons 
to toggle different content views. For more information about different content views, see the Content Views section of the Common Attributes of Workspaces page.
Create Purchase Order
In order to create a purchase order, you must first have an approved budget. To learn more about the budget approval process, see the Budget Detail Section page.
To create a purchase order for a project:
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Open the Projects workspace.
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Select the project you want to add a purchase order to.
Read the Filters page and the Collections section of the Common Attributes of Workspaces page to learn how to filter the records in your workspace.
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Select the Purchase Orders detail section from the Detail Section menu.
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Click the Create Purchase Order button
in the toolbar on the right side of the Details pane.The Create New Purchase Order page of the Purchase Orders workspace opens in a new tab. The Project ID, Project Number, Project Name, and AP System fields are pre-populated.
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Enter the vendor in the Vendor type-ahead field.
Once you enter the vendor in the Vendor type-ahead field, you can click the View Vendor Information button
in the toolbar on the upper-right side of the Create New Purchase Order page. This button will open a window which displays high-level information about the vendor. -
Select the country from the Country field.
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Enter a description into the Description field.
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If the purchase order is being placed in a currency other than your default currency, select the currency from the Currency field.
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If the purchase order is being placed in a currency other than your default currency, click the Currency Date field and use the date picker to select the currency conversion date.
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Enter the name of the building the purchase order should be shipped to in the Building Name type-ahead field of the Ship To section.
The address information populates with the information currently in the system for that building name. If the information has changed, make the necessary changes.
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If the billing address will be the same as the shipping address, select the Same As Ship To check box in the Bill To section. If not, proceed to step 12.
The Bill To section populates with the same data as shown in the Ship To section.
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If the billing address is different than the shipping address, enter the name of the building the purchase order should be billed to in the Building Name type-ahead field of the Bill To section.
The address information populates with the information currently in the system for that building name. If the information has changed, make the necessary changes.
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Click the Save button.
The Create New Purchase Order page closes. The new purchase order opens in the Purchase Orders workspace.
View Purchase Order
If you do not have view-access to the record you are trying to view, this action will not return any data.
To view a purchase order:
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Open the Projects workspace.
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Select the project whose purchase order you want to see.
Read the Filters page and the Collections section of the Common Attributes of Workspaces page to learn how to filter the records in your workspace.
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Select the Purchase Orders detail section from the Detail Section menu.
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Click the View Purchase Order button
in the toolbar on the right side of the Details pane.The purchase order opens in read-only format in the Purchase Orders window.
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To open the purchase order in the Purchase Orders workspace, click the See in Workspace button
in the toolbar on the upper-right side of the Purchase Orders window.The purchase order opens in the Purchase Orders workspace.
Configure the Details Pane
See the Customize What You See procedures to learn how to configure the Details pane.
