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

When using the Purchase to Project SuiteApp, you must associate the items and expenses in a purchase order or vendor bill to a project or project task. This is to establish connection to the project or project task and to display the purchase orders and vendor bills in the Procurement subtab of the project record or project task record.

To associate purchase orders and vendor bills to a project or project task:

1. Enter a purchase order or vendor bill.

   For instructions, see Entering a Purchase Order and Vendor Bills.

2. When entering items or expenses in the purchase order or vendor bill, do the following:

   • To associate the purchase order or vendor bill to a project, select the project name in the Customer column.

   • To associate the purchase order or vendor bill to a project task, select the task name in the Project Task column.

3. Click Save.

Related Topics

• Purchase to Project
• Prerequisites for Purchase to Project
• Installing the Purchase to Project SuiteApp
• Setting Up the Purchase to Project SuiteApp
• Tagging a Vendor as a Project Vendor
• Entering Purchase Orders for Projects and Project Tasks
• Viewing Project Procurement Transactions
• Best Practices in Using the Purchase to Project SuiteApp
• Limitations in Using the Purchase to Project SuiteApp

General Notices