How-to Guides
Set up purchase orders and complete everyday purchasing and cost-allocation tasks.
By Ben1 author6 articles
- How to create a purchase orderCreate a supplier purchase order, add line items, and submit it for approval.
- How to update a purchase orderEdit purchase order details and draft lines, and understand the limits on approved orders.
- How to allocate costs against a purchase orderUse any of three starting points to link supplier costs to PO lines and check the remaining commitment.
- How to configure purchase order number rulesChoose whether Drum generates PO numbers, then configure the format and check its preview.
- How to configure purchase order approval flowsRoute PO approval to a project role and choose any additional roles that may approve.
- How to require PO allocation before approving a costRequire every valued line on a PO-linked cost to draw down on a purchase order line before approval.