You can create purchase orders on expense submission page by doing the following:

1. Submit expense/s on Expense Form inside the project.


2. After submitting the expense form inside the project, you will be redirected to Expense Submission page where you can create Purchase Orders.


3. Creating Purchase Orders.

a. For Milestone/Lump Sum/Reference Dates projects type:

  1. Click Create Purchase Order button.


2. You will be redirected to Forecast Report where you can create purchase order. Click + Quick Purchase Order button.


3. Fill out the necessary fields.

4. Click Save.

b. For Cost Plus/Schedule of Rates projects type:

1. Click Create Purchase Order button.

2. You will be redirected to Subcontractor Purchase Order form.


3. Fill out the necessary fields.


4. Click Submit

Did this answer your question?