Purchase to Project

The Purchase to Project SuiteApp lets project managers create and manage purchase transactions related to projects and project tasks. This SuiteApp provides a unified project purchasing experience and gives insight into project purchases. Using this SuiteApp, project managers can have better control over project spending and cash flow for project-related purchases.

Project managers can do the following using this SuiteApp:

• View purchase orders and vendor bills entered for a project or project task.

• Initiate purchase orders from a project or project task.

• Allow or prevent creation of purchase orders and vendor bills for a project or project task.

• Find and distinguish approved project vendors.

• View the total invoiced amount from billable items and expenses for a project.

This SuiteApp is available in all languages that NetSuite supports. For more information, read Configuring Multiple Languages and Choosing a Language for Your NetSuite User Interface.

Read the following to know more about this SuiteApp:

• Prerequisites for Purchase to Project

• Installing the Purchase to Project SuiteApp

• Setting Up the Purchase to Project SuiteApp

  • Purchase to Project SuiteApp Roles and Permissions

  • Setting Purchase Order and Vendor Bill Preferences for Projects

• Tagging a Vendor as a Project Vendor

• Entering Purchase Orders for Projects and Project Tasks

• Associating Purchase Orders and Vendor Bills to a Project or Project Task

• Viewing Project Procurement Transactions

  • Viewing the Total Invoiced Amount From Billable Items and Expenses for a Project

  • Viewing Purchase Orders and Vendor Bills Entered for a Project

  • Viewing Purchase Orders and Vendor Bills Entered for a Project Task

• Best Practices in Using the Purchase to Project SuiteApp

• Limitations in Using the Purchase to Project SuiteApp

Availability

Purchase to Project is a public and managed SuiteApp. As a managed SuiteApp, it is automatically updated when enhancements or new features are added.

For instructions on installing this SuiteApp, see Installing the Purchase to Project SuiteApp.

General Notices