This tab contains two grids displaying contract and purchase order information that applies to this project. Contracts and Purchase Orders can apply to several different projects.
A sample of the each grid appears below. Sort records in a grid by clicking on the headings. An up or down arrow highlighted in orange below) will appear signifying ascending or descending order.
Note: Follow these links for more information on adding and attaching Contracts and Purchase Orders.
Contracts grid
Right - click on an existing record to get a menu with options to View Record, Edit Record, or Delete Record.
Double - click on an existing record to open it
Purchase Orders Grid
Right - click in the grid to Add Simple PO or Add Simple Split Project PO.
Right - click on an existing record to get a menu with options to View Record, Add Simple PO, or Add Simple Split Project PO.
Right - click in the grid and select Add Simple PO. The following popup will appear:
Fill out the PO Number and Vendor. These are required.
Fill out other fields as desired.
Save and close the record.
A purchase order will be added to the Project Purchase Orders module with the filled out information and a single line item and line item detail linking it to the current project.
Note: It will NOT be linked to a contract record.
PO Number*
Enter a unique number for the PO.
Name
Stores a user-defined Purchase Order Name.
Vendor *
Choose a vendor from the drop down list. This used to link Invoices to the PO. This list comes from the Work > Project Management > Vendors module.
Amount
Enter the Amount of money requested by this PO. This is used to calculate encumbrance
Right - click in the grid and select Add Simple PO. The following popup will appear:
Fill out the PO Number and Vendor. These are required.
Fill out other fields as desired. (fields described below)
Save and close the record.
A purchase order will be added to the Project Purchase Orders module with one Line item.
Note: It will NOT be linked to a contract record.
The following window will appear
This screen is used to split the entered PO over multiple projects.
Select a Project ID. This is required.
Provide the Percent of the PO Amount that will be assigned to the selected Project ID.
Click OK.
This screen will reappear with the Total Percent updated.
Repeat step 8 and 9 until the Total Percent reaches 100.
The record will close automatically.
The purchase order created in step 4 will be updated with a line item detail for each selected project. Each will be attached to the original line item.
Note: Creating a PO this way will NOT automatically link it to the current project. The current project must be selected at some point and given aPercent of the PO Amount.
PO Number*
Enter a unique number for the PO.
Name
Stores a user-defined Purchase Order Name.
Vendor *
Choose a vendor from the drop down list. This used to link Invoices to the PO. This list comes from the Work > Project Management > Vendors module.
Amount
Enter the Amount of money requested by this PO. This is used to calculate encumbrance
Add a Simple PO
