You can use three different methods to create purchase orders in the module.

Purchase method

The purpose of the purchase order determines when the purchase order is consumed, and thus when items are charged on a project.

Method

Purpose

Consumption of items

Create a direct purchase order.

A purchase from an external vendor for consumption on a project. You can do this in two ways:

  • From the project itself. In this case the project is already defined for the purchase order.

  • By clicking > > > . You must select both the vendor and the project for which the purchase order is to be created.

Items that are consumed when the vendor invoice is updated.

Create a purchase order from a sales order.

A purchase from a sales order. Use this method if you want to purchase items when you create a sales order from a project.

Items are consumed when the sales order is invoiced to the customer.

Create a purchase order from an item requirement.

A purchase from an item requirement. Use this method if you want to purchase items when you create an item requirement from a project.

Items are consumed when the item-requirement packing slip is updated.
Note Note

When you update the vendor invoice or packing slip, you are prompted to update the packing slip on the item requirement.

Invoicing purchase orders in the Project module

The line property that is attached to a purchase order line for an item determines whether the purchased item is invoiced to a customer. There are two invoicing options:

  • If you do not want to invoice the project's customer and a non-chargeable line property is attached to the purchase order line, then the purchase order is invoiced, and no further action is necessary.

  • If you do want to invoice the project's customer and an chargeable line property is attached to the purchase order line, then you must update the purchase order invoice and invoice the customer by using the invoicing system in the module. For more information, see Invoice time and material.

See Also