Associating a PO amount to a Project

This article covers the associating of a PO amount to a Project..

  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. Click the Add button corresponding to PO line item.

    Create a new line item in the PO Details grid

  8. Select and enter the information

    1. Click the Project box to select a project and associate it the given PO line item.
    2. If required, enter the Amount for the corresponding indented row. Click here to view the article on the mandatory field definitions to associate a PO amount to a Project.
    3. Select the invoiced entry type(s) the PO can be Used by:
      • Time
      • Expense
      • Charge
      • Product

      Select and enter the field information

  9. View the saved Project association.

    View the saved project association