Turn on this setting when a cost linked to a purchase order must have every valued line allocated to a PO line before approval.
Turn on the allocation requirement
Open Settings → Features.
Select the Finance tab.
Find Require purchase order allocation before approving a cost.
Switch the setting on.
The allocation requirement is switched off in this example. Turn it on to require allocation before approval.
What the requirement checks
When a cost is linked to a PO, every valued line must draw down on a purchase order line before the cost can be approved. This is an allocation requirement; it does not mean that line descriptions must be identical.
For example, on a $3,000 supplier bill linked to a PO, you cannot allocate $2,000 against PO lines, leave $1,000 unallocated, and then approve the cost. Allocate the remaining valued lines before approval.
What is unaffected
Costs with no PO link: the setting does not affect them.
Imports: imports are not blocked by this setting.
Switch the setting off if you do not want this particular approval requirement enforced.
Related finance feature
Allow PO integration for project costs is a separate switch on the Finance tab. It allows Drum costs to integrate with purchase orders in third-party finance software. Supported integrations include Xero and MYOB; QuickBooks support is planned.
Check the setting
Confirm the switch is on. Before approving a PO-linked cost, check that every valued line has a purchase order allocation.