Add a subcontract or purchase order (PO) from the project directory

1. Go to Projects and select the appropriate project in the Quick Select section.

2. On the Project Home page, select PO or Subcontract in the Procurement section.
3. Select Actions > Add From Project Directory.
4. Optionally, update the Project number.

   Sage Construction Management displays the companies listed in the project directory, along with a summary of any existing POs and subcontracts assigned to each company.

5. Select one or more vendors to issue a new PO or subcontract.
6. Select Next.
7. Optionally, update the Prime Contract number and Status Date of the new PO and/or subcontract.
8. For each vendor, select the Transaction Type and Cost Code.
9. Optionally, enter the Amount.
10. Select Finish.
    Newly created POs and subcontracts will be marked as Pending by default and will require approval before they can be processed further.