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.
Overview
A purchase order (PO) in production accounting is a formal commitment to purchase goods or services from a vendor that impacts a project's budget and requires approval before the goods/services can be rendered.
With Wrapbook's Production Accounting Suite (PAS):
Real-time POs are tracked in real time and managed directly from the platform
All POs are timestamped and tied to their creator
Workers can create and submit POs through a customizable approval process. Once approved, these POs are automatically registered in the accounting system. Contact your Wrapbook Customer Success Manager to learn how to enable this feature.
PO history and effective dates
Wrapbook retains PO history so supported reports can show PO information as it existed on a selected effective date. When a PO is created, relieved, or updated over time, a report run for an earlier effective date can reflect the PO state that applied at that point in time rather than only the PO's current state.
PO history tracking began on July 24, 2026. For effective dates before that point, reports show the PO status as open or closed based on the status on July 23, 2026. If you need to interpret a report for an earlier date, contact your Wrapbook Customer Success Manager or the Support Team.
Access POs in PAS
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, View only
To access POs in PAS:
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
Purchase orders dashboard
On a project’s Purchase orders dashboard you can:
See the Total, Balance, In progress, and Relieved PO amounts
Search for POs, and filter by Status
View of all the project’s POs and details including Transaction #, PO #, Date issued, Vendor, Description, Balance, In progress, Relieved, and Status
Click on a PO# to see the PO details
Click the gear icon on the top-right of the screen to choose whether you want PO numbers to be manually entered by production or automatically generated, and whether a Department is required to save a new PO
What does PO permanence mean?
PO permanence means Wrapbook retains PO history so supported reports can show PO information as it existed on a selected effective date. This helps historical reports reflect the PO state applicable to the period or date being reviewed instead of silently replacing earlier information with the PO's current state.