About purchase orders

A purchase order lists the materials needed from a specific vendor for a specific job. You can create purchase orders manually for each vendor, or export data from the takeoff to create purchase orders automatically for each vendor. In addition, you can create purchase orders for the subcontractors on a given project.

With large projects, you can create master purchase orders. A master contains all the parts needed from a vendor, but allows you to create smaller purchase orders to help schedule the flow of materials to the job site. For example, you can stagger the purchase and delivery of framing materials to better coincide with the different phases of construction.

After creating purchase orders, you can generate job cost reports to determine committed costs. As you receive shipments of materials, employees can enter the quantities of materials received using the 12-4 Purchase Order Receipts window, which creates a payable invoice with status 2-Review. When you receive the payable invoice from the vendor, you can review the invoice record and make any necessary adjustments.

Use the Remove Closed Purchase Orders option to remove purchase orders with a Closed status and no job number.