Customer POs

Customer POs are funding documents for projects or purchases. Customer POs may be associated with a project then assigned to the project billing rules for the tracking of balances. There may be one or more POs associated with a project. As such, customer POs are created for a specific customer. A customer PO may encompass multiple projects. A customer PO can be used in conjunction with Agreements, independent of agreements, or not at all. A customer PO can be set on a billing rule, so that charges are charged against a specific Customer PO. to set a Customer PO on the billing rule, you must first associate it with the project record on the project Properties form.

To create a Customer PO:

1. Go to Administration > Application Settings > Invoices > Customer POs.

2. Select New Customer PO from the Create Button.

3. Enter the Name of the customer PO and then select the Customer from the drop-down list. Enter the customer's PO Number specified on the document (if available) as well as the Date it was created.

4. In the Amount (money) field, enter the total value of the customer PO and select the Currency if multi-currency has been enabled.

5. Input any Notes for this customer PO, if appropriate. Customer POs are a standard reporting field and can provide the remaining balance on the customer PO and the charges incurred to date.

6. Click Save.

Customer POs can be renamed to your company's terminology. See Interface: Terminology.