Create a purchase order from an estimate and automatically generate a purchase order code

  1. Open the Create PO from Estimate screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Project field, do one of the following:

    • Enter the code of the project for the purchase order and press Tab.

    • Click to select the project for the purchase order from a lookup list.

  4. Select the Generate New Number checkbox to indicate that ProContractor will automatically generate a purchase order code.
  5. On the General tab, complete the fields and select the estimate jobs for the purchase order as described on the Create PO from Estimate Screen Field Reference .
  6. Click Retrieve Items.
  7. On the Select Items tab, select the items for the purchase order.
  8. On the Omitted Items tab, review and change the status (as needed) of any omitted items.
  9. On the Additional tab, provide details about the purchase order.
  10. On the Lien Notices tab, review and change the action (as needed) of any lien notices.
  11. Do one of the following:
    • To save the data on this screen without creating the purchase order, click Save Selections.
    • To create the purchase order, click Create PO.
    • To create the purchase order and open it on the Enter Purchase Order screen, click Create & Open PO and click Yes.
    Note:
    • If you click Save Selections, ProContractor saves the data entered on the screen without creating a purchase order. Until you click Create PO or Create & Open PO or Create & Open PO to actually create the purchase order, you cannot use the selected project to create another purchase order from an estimate.
    • After you click Create PO or Create & Open PO to create the purchase order, you can no longer access the purchase order on this screen. You can modify the purchase order using the Enter Purchase Order screen.
    Note: If the Lien Management Review Required checkbox for this screen is selected on the Lien Management Settings screen, you must view the Lien Notices tab before saving the entry.