Creating a new line item in the PO Details section

This article covers the creating of a new line item in the PO details grid under a Client's PO.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Work to expand the corresponding menu.
  3. From the Work menu items, click Clients.
  4. From the Clients List page select the Client name to access the Client Edit page.
  5. Upon the Client Edit page displaying, click the POs tab.
  6. Click a PO that requires editing.
  7. From the PO Line Items section click New.

  8. Enter the Name, and the Amount the PO line item.

    Enter the field information

  9. View the line item, which automatically saves upon entering a corresponding Amount. Note that the Total amount is updated to reflect the newly created Line item.

    View the saved line item