Add a purchase order (PAS)

  • Updated on Aug 5, 2025
  • Published on Mar 17, 2025
  • 2 minute(s) read
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This help article is related to the Production Accounting Suite (PAS)

In Wrapbook, production accountants and administrators can manage POs using either the Production Accounting Suite or Cost tracking. To understand the differences, click here.

Access to POs in PAS is permission based

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

  • Role: Company Admin, Accountant

  • Custom role with: Accounting & Cost Tracking / Purchase orders - Full access, Manage

There are two ways to add a PO:

  • Create a PO from scratch

  • Duplicate an existing PO

Create a PO from scratch (PAS)

To create a PO from scratch:

  1. Make sure Production Accounting has been enabled for your company’s account

  2. In the left-side navigation, click the dropdown menu

  3. In the dropdown menu, select the project that you want to add a PO to

  4. In the left-side navigation Accounting menu, click Purchase orders

  5. On the Purchase orders dashboard, click the Create PO button

  6. On the new PO page, enter the PO details and then click the Save button

Overview of purchase orders with details on vendors, amounts, and statuses.

Select a project, click Purchase orders, and then click the Create PO button

Purchase order form displaying vendor, description, and status fields for management.

Enter the details for the PO and then click the Save button

You can also create a PO by duplicating a PO that already exists for the project.

When you duplicate a PO in Wrapbook, it will copy over the header and detail information into a new PO with the following exceptions:

  • If you use approval workflows for POs, the status will be set to Draft/Unapproved

  • If auto-numbering is turned on, the PO will be auto-assigned the next number

  • If auto-numbering is turned off, you’ll be prompted to enter a number

To duplicate an existing PO:

  1. In the left-side navigation, click the dropdown menu and select the project that the PO is part of

  2. In the left-side navigation, expand the ACCOUNTING menu and then click Purchase Orders

  3. Use the search bar and filters to find the PO that you want to duplicate

  4. Click the PO # to open the PO page

  5. Click the More button, then select Duplicate


Select the project, expand the ACCOUNTING menu, then click Purchase orders.  Click the PO# for the PO you want to duplicate.

image-1749166904094.png

Click the More button, then select Duplicate

Create a purchase order from an AP invoice (PAS)

If you receive an AP invoice without a corresponding PO, you can create a new PO directly from the invoice.

  1. On the project’s AP invoices dashboard, click the TRX# for the unposted transaction that you want to create a PO for

  2. In the AP transaction, click Relieve open POs for this vendor, then under No open purchase orders for this vendor, click here

  3. A new PO creation form will appear, pre-populated with vendor information from the AP invoice

  4. Enter the PO details

  5. Click the Save button

  6. The system will automatically link the AP invoice to the newly created PO

Overview of AP invoices with details on amounts, vendors, and statuses.

On the AP invoices dashboard, click on the TRX # for the unposted transaction that you want to add a PO to

Invoice details for HERC Rentals, including payment and purchase order information.

In the AP transaction, click Relieve open POs for this vendor, then under No open purchase orders for this vendor, click here

Purchase order form with vendor details, dates, and save option highlighted.

Enter the required details and then click the Save button

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