Enter a purchase order for equipment by copying an existing purchase order and manually assigning a purchase order code

  1. Open the Enter Purchase Order screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Profit Center Type field, click and select Equipment.
  4. Press Tab.
  5. In the Profit Center field, do one of the following:

    • Enter the code for the equipment item for the purchase order.

    • Click to select the equipment item for the purchase order from a Lookup List.

  6. In the Purchase Order field, enter a code of up to 16 alphanumeric characters to identify the purchase order.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote. In addition, the code cannot begin or end with a space.
  7. Click Copy PO Options.
  8. In the Copy From field of the Copy Purchase Order Options popup window, enter the code of the purchase order you want to copy or click to select the purchase order you want to copy from a Lookup List.
  9. Select or deselect the Reduce order quantities by quantities already received checkbox as needed to indicate how order quantities from the original purchase will be treated.
  10. Click OK.
  11. Complete the fields as described on the Enter Purchase Order Screen Field Reference.

    • In the On Save of Document section, select from the following options to specify the actions to perform when you save the record:

      • Select the Create PDF checkbox to create a PDF file from the document form.

      • Select the View checkbox to view the PDF file.

      • Select the Print checkbox to print the PDF file.

      • Select the E-mail checkbox to attach the PDF file to an e-mail.

        Note: The Create PDF checkbox and at least one other checkbox must be selected.
        Note: You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment. All contacts on the Contacts/Routing tab with a value for the E-mail As field are included as addressees on the e-mail.
        Note: You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it.
  12. Click Save PO.
    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.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out of ProContractor until all background tasks are complete.