You can use four different methods to create purchase orders from the Project section.

Create a regular Project purchase order

  1. Click > , and select a project.

  2. Click > .

  3. Click CTRL+N to create a new line. This opens the dialog box.

  4. In the dialog box, enter or modify the information as appropriate, and then click .

  5. In the lower pane of the form, create a new line.

  6. Enter an item number, quantity, unit, and unit price. Repeat this process for each order line that is required for the order.

Create a Project purchase order from an item requirement

  1. Click > , and then select a project.

  2. Click > .

  3. Press CTRL+N to create a new line. Select the appropriate item requirement line, and then click > .

  4. In the dialog box, select the check box to include individual lines in the purchase order, or select to include all lines.

  5. Click to close the form.

See Also