Purchase Orders

The Project Invoice's Purchase Orders grid tracks POs associated with this Invoice and links the Invoice Line Items to the PO Line Items.

The Project Management > Project Invoices > Purchase Orders grid displays Purchase Orders related to Project Invoices.

Open the Work > Project Management > Project Invoices module.
Click the to expand the Invoice to which you want to add a Purchase Order.
Click Add in the Purchase Orders grid. A new record opens.
Select a PO Number to associate with your Invoice. This is required and must be unique.
Enter a Retainage amount to be withheld from this invoice until the project is complete.
Click Save . The new record appears in the Project Invoices > Purchase Orders grid. Additional fields on the record will populate from the related Purchase Order:
- PO Amount = Amount field on the Purchase Order
- Previously Invoiced = sum of all Invoiced Amounts from invoices previously attached to the Purchase Order
- Invoice Total = sum of all Invoiced Total Costs from this record's Detail records
- Remaining Amount = Invoiced Total - Previously Invoiced

Open the Work > Project Management > Project Purchase Orders module.
Click the to expand the Purchase Order to which you want to link a Work Order.
Click the Toolkit in the Work Orders grid and select Delete PO Linking Records | Selected Record(s).

PO Number**	Indicates the Purchase Order to which this Invoice is linked.
PO Amount	Identifies the dollar amount of the purchase order. This field is read-only and populates from the Amount field on the Purchase Order.
Previously Invoiced	Identifies the dollar amount previously invoiced for this purchase order. This field is read-only and populates from the sum of all Invoiced Amounts from invoices previously attached to the Purchase Order.
Invoice Total	Identifies the total amount invoiced on this purchase order. This field is read-only and populates from the sum of all Invoiced Total Costs from this record's Detail records.
Remaining Amount	Identifies the amount of money remaining This field is read-only and calculates as Invoiced Total - Previously Invoiced.
Retainage	Specifies the amount of money to be retained from this invoice until the project is complete.