Access to purchase orders (PO) in Production Accounting (PAS) is permission based
To access POs in PAS, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: Purchase orders - Full access, Manage
To view a PO in Production Accounting:
Make sure Production Accounting has been enabled for your company’s account
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the project that you want to access POs for
In the left-side navigation Accounting menu, click Purchase orders
Click on the PO# that you want to view
To make changes to the PO:
To attach a document, click the Attach files button, then select a file from your computer that you want to add to the PO
To update the vendor details, click the Edit button
To make changes to the PO details, click the fields and make your selections/enter the updated information, then click the Save button
To email the PO or Void it, click the More button
Select a project, and then click Purchase orders
Click the Attach files button to add documentation to the PO
Click the Edit button to update the vendor details
Click on any of the fields to update the PO details. Click the Save button when you’re done.
Click the More button to Email the PO or Void it