Accounting - PO (Purchase Order) - Payment Schedules & Progress Draws

Navigation: Accounting > Purchase Orders
Purpose: Create Purchase Orders with approval levels, billing information, description of goods/services, and additional notes

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Navigate to the Purchase Orders module,

Once the form opens, select the Vendor, Bill To, and Ship To if required.  The "Ship To" is typically used when directing a vendor to a unit.  You will need to fill out the Description Of Service, Account, and Amount.  Other fields are optional to fill out.

You do have print options that you can also select from.

Progress Draw allows you to create the PO without accruing.

Once everything is filled out you can Save the PO.

Save & Payment Schedule allows you to enter a payment schedule that accrues based on the dates of the payment schedule.  Use the wizard to assist in setting the start and end date and the amount.

Be sure to click Save when complete.