InEight Contract - PO Creation

TRANSCRIPT

Before creating your PO, you must have supporting documents attached, including the executed contract, and they must be approved by your appropriate management. Open your contract and check to make sure all of your supporting documents have been approved by clicking the supporting documents tab along the top. Note that all your documents have been approved. Keep in mind that if your company has enabled workflow assignments, your contract will need to be approved before creating the PO.

With your line items created and your supporting documents uploaded, you can create a purchase order for this contract. To do this, select the header tab so you can see your contract details. Click the contract status dropdown and change it from draft to executed. With your contract executed, to create purchase order button is now enabled.

Click create purchase order. Note that the vendor and invoice plan fields are no longer editable on the header tab and on the line items tab, you can no longer edit the item type, product category, or account distribution selection. All other fields are editable and the purchase order can be updated as needed.