Managing PM Purchase Orders

PM Purchase Orders are essential for managing and tracking the procurement of materials and services for projects. They all purchases are documented, approved, and integrated with the job cost and purchase order modules, facilitating accurate financial tracking and vendor management.

Before you start

• Cost type estimates for materials are imported and available in the system.
• Vendor numbers must be available and assigned to the relevant phases and cost types.

Steps

1. Navigate to thePM Material Detailform to start the purchase order process.
2. Assign vendor numbers to the relevant phases and cost types listed.
3. Click the 'Initialize' button to assign purchase order numbers and items.
4. Proceed to thePM Purchase Orderform to view and manage the created purchase orders.
5. Approve the purchase orders by checking the 'Approved' box.
6. Use thePM Interfaceform to send the approved purchase orders to the job cost and purchase order modules.

Notes

• The correct vendor is assigned to each purchase order to avoid processing errors.
• Double-check purchase order details before approval to prevent discrepancies.