On the Project menu, under Procurement, select Procurement Overview.
Navigate to the POs, Subcontracts or SCOs row in the Stats section.
Click the 'Actions' button on the far right.
Click 'Add From WO' option from the drop-down menu.
Within the Wizards form, the Project # should be selected already but can be changed.
Select the Prime Contract #. This will be used as a secondary filter when listing Work Orders.
Select the Supplier or Subcontractor.
Select the type of transaction to be created: PO, Subcontract, or SCO. The latter will only be available if the vendor has already been issued a Subcontract.
Select the WOs in the list to be merged into the new PO, Subcontract or SCO. Note: The WO's Actual Cost Rates will be used when creating the PO, Subcontract or SCO.
Click the 'Next' button at the bottom.
The next available PO, Subcontract or SCO # will be set automatically but can be changed.
Enter or select the Issue Date. The current date will be set as the default.
Enter a Subject. Typically, the selected WO numbers would be listed in the Subject field (eg. WO # 002, 003).
Optional: Select the Supplier or Subcontractor Contact.
Status will be set to Pending by default but can be changed aftewards unless Transaction Workflow applies.
Enter or select the Status Date.
Optional: Link the related uploaded WO files to the new transaction.