Purchase Order Setup
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Configure your purchase order settings to match your building's needs. All settings covered in this article are managed from the Purchase Order General Setup page and will be applied to all PDFs generated for Purchase Orders. In this article we will discuss: editing shipping and billing addresses editing instructions and terms and conditions managing signature settings purchase order approval notifications Edit Shipping and Billing Addresses Ship To Address: Where vendors should mail their purchase order materials. Bill To Address: The address vendors should bill or invoice to. Edit Instructions and Terms and Conditions Additional PO Language: Add any instructions, terms & conditions or other language you would like to include on all Purchase Orders, such as: legal language, special instructions for shipping orders, etc. Manage signature settings Manage whether or not approver and vendor signatures should be required on Purchase Orders. To require approver signatures, click the Approver Signature box To require vendor signatures, click the Vendor Signature box Purchase Order Approval Notifications When a purchase order is created and needs approval, these emails will receive a notification. Separate each with a comma. The email will include key details and a direct link to the purchase order for quick review and approval. Please note: Engineer Managers will currently need to select the Purchase Order highlighted in Blue text in order to change the approval status of the purchase order.
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