Create Subcontractor Purchase Order on Allocation

Prerequisite

The 'Send PO' checkbox should be checked against the selected Subcontractor.

Create Subcontractor Purchase Order on Allocation

If the option is set a Subcontractor Purchase Order will be created as you allocate a Subcontractor to a Job. To do this an additional screen is displayed, after you click the 'Allocate button, where you can define the Purchase Order value and the Work Instructions.

Once the 'Save' button is clicked the Job will be Allocated to the Subcontractor and the Subcontractor Purchase Order will be automatically emailed.

NOTE: The 'Estimated Value' field can be left at 0.00 if the Subcontractor is billing you on a Time & Materials basis.