Add PO Charges as Items
When you add a charge to a purchase order you can be asked if you want to add the charge as an item to that project. The benefit of this is that on the Item List View you can see all the charges and confirm that they have all been invoiced.
Before your firm can use this feature, your System Admin will need to turn it on in the System Settings. The switch is located on the Purchase Orders sub-tab on the Paperwork main tab. Click here for more information.
Step 1:
Add the charge to the PO as you normally would and click the Save button.
Step 2:
You will then be prompted as shown below.
Step 3:
If you click Yes you will see the charge added as an item in your project.
If you click NO to the prompt you will see the + Add to Project button as shown below. You can click it anytime to add the charge to the items.
Item Detail View of PO charge
Below is how the PO charge will be added as item. The invoice pricing amount is set to the PO charge, but the markup is not calculated for various reasons.
If your firm adds a markup to any PO charges and you want to add these charges as POs, then please contact DesignSmart as customization will be required to make this work correctly.
