How to Add a Purchase order to a matter

To add a Purchase order:

1. 1. Find the matter that is connected to the PO and click on the Matter Ref to access the Matter Overview page.
      
      
   2. Navigate to the Purchase Orders tab.
      
      
   3. Click Add Purchase Order.
      
   4. You will be required to enter:
      • PO Number
        • If your PO is connected to several matters, you can create a PO on another matter and use the same PO number.
      • Status
        • When the PO is complete/finished/expired, change the status to Inactive so that your vendors can no longer select it when submitting an invoice.
          
          
   5. The 'From' and 'To' date fields you enter should be the start & end dates for your PO. However, it's important to note that:
      • Entering dates in these fields does not prevent invoices from being submitted. Invoices can still be submitted.
      • The 'From' and 'To' dates do not automatically cause the PO 'Status' to change and become inactive. To deactivate/disable a PO, you must manually change the 'Status' - see step 4 above.
        
   6. The remaining fields are not required and are optional:
      • PO Amount
        • The monetary value that has been budgeted for this PO.
      • Start Date and End Date
      • Currency
      • Vendor(s)
        • Select which vendor you wish to connect to this PO. You can select one vendor per PO. If multiple vendors are working on the same matter, you must create a PO for each vendor.
        • If no vendor is specified for a PO, all vendors assigned to the Matter will have access to select the PO on invoice submission.
          
          
   7. Repeat these steps to add all POs connected to this matter.