How to Add a Purchase order to a matter (Client Article)

To add a Purchase order:

    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, change the status to Inactive so that your vendors can no longer select it when submitting an invoice.Screen_Shot_2021-09-23_at_4.04.59_PM.png
    5. The remaining fields 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.
    6. Repeat these steps to add all POs connected to this matter.
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