Raising Purchase Orders from Projects

Project purchase orders can be raised from the project detail page.   Project purchase orders can be raised from forecast or un-forecasted or adhoc products or expenses:

Un-forecasted Products

Purchase adhoc or un-forecasted products, services or expenses from Add Purchase Order in the Quick Actions menu:

Forecasted Products

Purchase forecasted products, services or expenses from the purchasing automation functions in the Materials tab:

• Order Selected Materials - Raise a new purchase order containing the selected line items. Click the checkboxes to enable this option. Apart from the line items, the rest of the order will need to completed as a new project purchase order.
• Create One Purchase per Supplier - Raise draft purchase order(s) for all products in the list grouped by line items default supplier. The next page will so a list of the draft POs raised which just need to reviewed and approved and sent if correct. Note:  This function requires every product to have a default supplier assigned to be added to the order.   Ad-hoc line items will also not be added.
• Order Out of Stock Products - Raise draft purchase order(s) for any forecast FIFO products that do not have enough stock on hand to complete the project.