iLab Help > Core Admin > Billing & Invoicies
 

how do i Enter in a Customer's purchase order for Tracking charges against that PO?

On the Core’s Purchase Order (PO) tab.

STEP 1: Click Add new PO.

From the core’s homepage, click on the PO tab, then the Add new PO link. (Figure 1) 

Figure 1: Add new PO.

STEP 2: Select the person for whom you'd like to create the purchase order record.

Then click Proceed. (Figure 2) 

Figure 2: Select the owner of the PO.

STEP 3: Enter PO Information.

Enter PO number, initial amount, and expiration date for the PO. Then select a PO to upload. Click Save purchase order. (Figure 3) 845

Figure 3: Enter PO information.

The newly created PO record will now display on the purchase order list view. (Figure 4) 

Figure 4: New PO now displays on the PO tab list view.

Once the PO is entered, it will be available for the user to select when adding service requests, charges and reservations into the system. 


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