Purchase Order Types

Purchase order (PO) types can be used for grouping and filtering the record list and when printing log reports. Unlike Bill Types, PO Types do not impact AccountingLink utilities so they can be setup anyway.

Example PO Types based on Material Type

• Framing
• Doors
• Electrical
• Lumber
• Plumbing
• Windows

View And Add PO Types

1. Log in to Sage Construction Management as an Admin.
2. Click Settings (Gear Icon).
3. Click Feature Settings | Procurement.
4. Navigate to the PO Types section.
5. To add a PO Type option, click the Add button above the grid.
6. Navigate to the grid footer and enter the PO Type.
7. Click the Save button below the grid.

Note: An option cannot be deleted if it is referenced on a project record.