Copy a purchase order (PO)

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select POs in the Procurement section.
3. Select Actions > Copy PO.
4. Optionally, update the source Project as needed.
5. select the Prime Contract, Supplier Company, and original PO # from the dropdowns.
6. Select Next.
7. In the PO Line section, do the following:
   1. Select one or more items from the list as needed.
   2. Optionally, for each selected item update the Description, Quantity, Units, Unit Price, Cost Code, Tax, or Resource as needed.
      If the selected project for the new bill does not have the specified cost codes, they’ll be created automatically.
8. In the New PO Information section, enter the following information:
   1. Optionally, update the Project number as needed.
   2. Select the Prime Contract.
   3. Optionally, update the PO # as needed.

      Sage Construction Management automatically assigns the next number in sequence, based on the existing records and the default format.

   4. Optionally, update the Issue Date.

      The default value is today's date.

   5. Optionally, update the Subject.

      The original PO’s subject is used by default.

   6. Optionally, update the Status as needed.

      The status is set to Pending by default and can be updated later, unless a transaction workflow is in effect.

   7. Optionally, update the Status Date as needed.
   8. Optionally, select to Link Related Files to the new PO.
9. Select Finish..