Purchase Orders
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      How to create multiple purchase orders for one line item

      Add another Purchase Order to a Line Item on an Estimate for which an existing Order has already been created

      • When you click ‘Create PO’ – if one or more PO’s have been previously been created for that line/entry, the system will warn the user ‘Warning - PO’s have already been created for this entry’. 
      • Click Close to continue. The purpose of this is simply to make the user aware of what they are doing.
      • Now, after clicking ‘Create PO’ – the system will allow you to edit the Units/rates for the PO.

      For example of the Estimate line is for 10 units at $500 – that will display as the default value for the PO creation, but the user can then change that to the units/rate value you want for the PO they are creating.

      1. On an estimate line – if you want to see the PO’s that have been created for that line click the ‘Other Details’ tab,
      2. Click the Purchase Orders hyperlink at the top right – that will display the list of PO numbers, the supplier they were issued to and the amount.
      3. You can click on a PO number to go to the PO page for that order.