Overview

Agencies may solicit the services of vendors to complete work on project activities.  As work is awarded to vendors, the agency issues one or more purchase orders to authorize the work.  As work is performed, vendors may submit invoices for payment which are tracked as payables.  When payments are made, they are tracked against the payable.

Working with Purchase Orders

Purchase are displayed on the the Purchase Order tab of the related Environmental Project.  From this tab, users may add new purchase orders and payables to the project.

Controls

The following table lists the fields displayed on the Purchase Order tab:

Field	Description
Add Purchase Order	Opens a new page to create a new purchase order.
Add Payable	Opens a new page to create a new payable.  A purchase order to which the payable will be associated must already exist.
Project Activity P.O. Total	Displays the total amount of all purchase orders for the project.
Payable Total	Displays the total amount of all payables for the project.
Outstanding Payables	Displays the payables that have not been satisfied (paid).
Purchase Order List List Items:	The purchase order list contains all purchase orders and payables for the project.  Payables are nested under the purchase order record and may be viewed by expanding/collapsing the parent purchase order record by clicking the the expand

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Number	The designated number given for the purchase order or payable.
Description	Description for the purchase order or payable.
Payee Name	The payee designated on the purchase order.
Date	The date of the purchase order, or the receipt date of the payable.
Amount	The amount of the purchase order, or the amount of the payable invoice.
Balance	The unpaid amount remaining on the purchase order, or the unpaid amount on the payable.
Open	Opens the detail of the corresponding purchase order or the payable.
Trash (icon)	Deletes the corresponding payable or purchase order.  Note that purchase orders with payables, or paid payables may not be deleted.

Adding a Purchase Order 

To add a new purchase order to a project

• Click the Add Purchase Order button
• Enter required fields
  • Purchase Order Number
  • Purchase Order Date
  • Purchase Order Amount
• Click the Save button

Adding a Payable 

To add a new purchase order to a project

• Click the Add Payable button
• Enter / select required fields
  • Purchase Order - the payable must be associated with an existing purchase order
  • Payable Receipt date
  • Payable Invoice Date
  • Payable Number
  • Description
• Click the Save button
• The payable screen is displayed.  From this screen payable items (invoices) and payments may be recorded against the payable.

Use of Macros

Code Block

Use the "Code Block" macro when including sample of code in the help documentation. 

<<foreach [ permit in permits.OrderBy(e => e.permitNum)]>><</foreach>>

Tables

Use tables to organize lists and columns of data.

Info Macro

Tip Macro