Send purchase orders in a Classic project
- Oksana Vishchuk
- Damian Rozmiarkowski
Owned by Oksana Vishchuk
Open the Classic project in question.
Go to the Project display > Documents tab > Jobs section.
If you want to send POs only for selected jobs, check the boxes next to those jobs or related tasks or vendors.
(Optional) To preview a PO before sending, click the icon in the Edit and Send column. The E-mail Test pop-up window appears where you can edit the e-mail sent to the vendor along with a PO.
Provide the necessary changes.
Click the Send button.
To send separate POs for each job, click the Send Documents for Selected Jobs button.
To send one PO with all the selected jobs for each vendor, click the Send One Purchase Order for Multiple Jobs button.
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