Enter a purchase order for a project and automatically generate a purchase order code

ProContractor can automatically generate purchase order numbers. If the purchase order is associated with a project, ProContractor uses the code of the project as a prefix followed by a sequential, eight-digit number.

  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 Project.
  4. Press Tab.
  5. In the Profit Center field, do one of the following:

    • Enter the code for the project for the purchase order.

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

    • Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen or User Groups screen for details.
  6. Select the Generate New Number checkbox to indicate that ProContractor will automatically generate a purchase order code.
  7. Press Tab.
  8. 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.
  9. 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.