Purchase orders (POs)

You can use purchase orders to track materials, equipment, and supplies that are purchased from vendors. After you create a PO, you can use general invoices to process invoices against it.

On the Purchase Order tab, the banner displays:

  • PO Total: Total, including tax, for the line items in the current PO.
  • Invoiced Amount: Amount that has been invoiced.
  • Balance to Invoice: Current balance left to invoice for the PO.
  • When the balance of the PO is less than or equal to zero, the PO moves automatically to the first locked workflow status.
  • If you change the PO total, the amounts aren't updated in any linked general invoices. To bill for the new PO amount, you can create another general invoice for the PO.

You can create a purchase order and then add line items to it.

  1. Enter a description for the PO.
  2. Click Create.
      3. Workflow field
    • To allow the total PO amount to be overbilled in a general invoice, turn on the Overbilling Permitted toggle.
    • Add the delivery information.
  3. In the Items grid, add the line items.
  4. In the Contact Details section, enter the company and contact information.

    5. If you want to create general invoices for the PO, enter a company in the To Company field.

  5. In the Tax section, enter the tax information.
  1. Edit the description, and then click Copy.

You can add items from the purchase order catalog or add new items.

If the units and hours setting is on, the grid includes the Invoiced Quantity cell, which is used for the Original Commitments Quantity budget column.

In the Information panel, you can enter details about the delivery, shipment, and terms of payment.

  • In the Information panel, enter the following information:
    • Due Date: The date that the payment is due.
    • Scheduled Delivery Date: The date that the order is scheduled to be delivered.
    • Actual Delivery: The date that the order arrived.
    • Ship Via: The method of shipment.
    • F.O.B.: (Freight on Board or Free on Board) Where the purchased items are to be delivered as part of the agreed price.
    • Terms: The payment terms for the PO.

When a PO is approved for the budget, the line item amounts are applied to the Original Commitments column for the associated budget codes.

When you import the Excel file back into ProjectSight:

  • Blank rows and fields are ignored.