Purchase Orders > Adding Charges to POs | Add PO Charges as Items

Add PO Charges as Items

When you add a charge to an 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 Items 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 Administrator will need to turn it on in the System Preferences. 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 by clicking on the Save button.

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Step 2 You will then be prompted as shown below.

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Step 3 If you click Yes you will see the following:

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Step 3a

If you click NO to the prompt then you will see the "+ Add to Project" button as shown. You can click it anytime to add the charge to the items.

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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 The Smart Designer as customization will be required to make this work correctly.

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