Add a purchase order (PAS)

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.  Click here to see how POs work with Cost tracking.

Adding purchase orders (PO) in Production Accounting (PAS) is permission based

To add 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

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

Duplicating an existing PO (PAS)

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