Projects/POs Tab

The Projects/POs tab allows users to see related Projects and create Purchase Orders. Contracts are not directly related to Projects. Purchase Orders are paid for by project funds which link them to projects. Purchase Orders are attached to Contracts, which links the Contract to the Project.

A sample of the grids appear 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.

Projects grid

contractproject

Purchase Orders grid

ContractsPurchase_Orders

How To

Add a Purchase Order Record:

  1. Right click in the grid.
  2. Select Add Record, the following dialog will appear:

    Project PO

  3. Fill out the PO Number. This is a required field
  4. Fill out desired fields.
  5. Save the record.

    Note: For more information on Project Purchase Orders go here.

See Also

Project Contracts

Project Contracts Header Data

General Tab

Contract Details Tab

Custom and Comments