Entering a PO

1. Starting from the sidebar navigation, click > Planner > Calendar or > Budget and navigate to the line of the activity for which you want to enter a PO.

2. Double click on the activity.

   The detailed view opens.

3. Go to the Orders tab.

4. Click Add.

   The Add Order dialog box opens.

5. Enter the name of the PO.

6. Specify what type of PO it is: Purchase, Blanket or Release. For more information, see chapter Purchase Orders (POs) .

7. If you are creating a release order: Select the associated blanket order.

8. Enter the value. If it is a blanket order, enter the maximum value of the blanket order.

9. Set the accounting date.

10. If necessary, enter more properties. For more detailed information, see chapter Purchase Orders (POs) .

11. Click Save.

The PO has been created. The entered value is automatically entered in the corresponding cells of the Committed columns, where the accounting date determines the annual budget and the monthly budget. If there are several orders set in the same time period, the individual values are added together.