About purchase orders (Payables)

This help article is related to Payables

In Wrapbook, production accountants and administrators can manage POs using either Payables or the Production Accounting Suite.

• Click here to see how POs work with PAS

A purchase order (PO) is a document created by a buyer that represents a commitment to purchase goods or services from a vendor.

In Wrapbook, POs serve two key functions:

1. Acts as an agreement between production and the vendor, stating the agreed-upon amount before an invoice or payment is submitted

2. Communicates the cost to the system, acting as a holding area to track money that has been committed but not yet spent

Access project POs

POs are permission based

To access POs in Wrapbook, your account must have one of the following roles enabled:

• Role: Company Admin, Company Manager, or Project Coordinator

• Custom role with:

  • Accounting & Cost Tracking / Purchase orders - Full access, Manage, Approve only, or View only

To access a project’s POs:

1. From the left-side navigation, click the dropdown menu

2. Select the name of the project that you want to see purchase orders for

3. In the project dashboard’s Purchase orders overview, click View POs

View and sort project POs

Use the search bar at the top of the page to find specific vendors. You can search for vendors by name and by PO#.

Beneath the search bar, is a table listing every PO that’s been added to the project along with the following details: PO#, Vendor, Description, Date issued, Amount, W-9, Invoice, Payment, Department, Created by, and Approval status

You can click on the following column headers to sort the list alphabetically or numerically by:

• Vendor

• Date issued

• Amount

• Invoice

• Payment

Purchase order options

When managing purchase orders, you can do the following:

• Create a PO

• Duplicate, email, or void a PO

• Generate a PO number with Quick Create

• Allow workers to create POs

• Update POs

• Update PO invoices

• Mark a PO invoice as paid

• Export POs