🚀 Overview
✔ Multi-Line PO visibility – Appears in the PO tab on a Matter page & the PO tab on an Invoice.
✔ PO Comments – Users can add comments to a PO.
✔ Start & End Dates – PO dates are captured for tracking.
✔ API Enabled – Supports API integration for automation.
✔ Fee & Expense Breakdown – Law firms/vendors may be required to split out fees and expenses by PO line item, depending on client requirements.
How to Add a Multi-Line PO to a Matter
1. Navigate to the Matter
- Log in to Brightflag.
- Open the relevant Matter.
2. Access the Purchase Orders Section
- Click the "Purchase Orders" tab.
- Click "Add Purchase Order" to create a new PO.
3. Enter PO Details
- Enter the PO Number and press "Add new..."
- Select the currency
- Select the Vendor.
4. Enter Purchase Order Lines
- For each line item, enter:
- Line Number
- Line Description
- Dates
- Amount
- To add additional lines click "Add Line".
- Repeat for additional line items.
5. Save and Submit
- Click "Add +" to save the PO.
⚠ Troubleshooting & FAQs
🔹 Can I edit an existing Purchase Order to use the Multi-Line feature?
No, existing Purchase Orders cannot be modified to include the new Multi-Line feature. This functionality is only available when creating a new PO.
🔹 What should I do if I need an existing PO to have multiple lines?
If updating an existing PO to a Multi-Line PO is business-critical, you can Submit a Request to the Brightflag customer support team.
🔹 What information do I need to provide in my support request?
When submitting your request, include the following details:
- Purchase Order Number
- Matter Reference
- Vendor Name
- New PO Line Number
- New PO Line Amount
- New PO Line Description ("Short Text" on SAP PO request form)
- New PO Line Start Date
- New PO Line End Date
🏛️ Vendor/Law Firm Users & Multi-Line PO Invoicing
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If a Vendor/Law Firm user is uploading an invoice for a client that has the Multi-Line PO feature enabled, they will:
- ✅ See the Multi-Line PO capability in Brightflag.
- ✂️ Be able to split out fees and expenses according to PO line items.
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If a Vendor/Law Firm user is uploading an invoice for a client that does not have Multi-Line PO enabled:
- ❌ The Multi-Line PO capability will not be visible.
- 📄 Vendors will upload invoices without splitting fees and expenses by PO line item.