Create a PO (Cost tracking)

This help article is related to Cost tracking

In Wrapbook, production accountants and administrators can manage POs using either Cost tracking or the Production Accounting Suite.  Click here to see how POs work with PAS.

Purchase orders (POs) are permission based

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

• Role: Company Admin, Company Manager, Project Coordinator

• Custom role with: Purchase orders - Full access, Manage

There are two ways to create a PO:

• Create a PO from scratch

• Duplicate an existing PO

Creating a PO from scratch

To create a PO from scratch

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

4. On the Purchase Orders page, click the + Add Purchase Order button

5. In the New Purchase Order popup begin typing the Vendor name to choose a vendor from your company’s list

6. Click on the vendor name to select them, then click the Continue to PO button

7. On the new purchase order’s page, enter the details

8. When you’re finished, click the Save button

If you’re using an accounting software integration with Wrapbook, vendors will be automatically added for use when adding POs.

Duplicating an existing PO

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 Cost tracking 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