Purchase Orders
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      1. ConstructionOnline Knowledge Base
      2. Purchasing
      3. Purchase Orders

      Designate Purchase Order Type

      Identify the type of Purchase Order being logged in ConstructionOnline's OnCost™ Purchasing

      BACKGROUND

      As a part of ConstructionOnline's powerful financials toolkit, construction companies are provided with cutting-edge financial transaction tools allowing them to manage detailed, cloud-based purchase orders from procurement to payment. One of the 20+ data points available within ConstructionOnline™ Purchase Orders is PO Type—a custom field companies can use to identify what type of Purchase Order they are logging (i.e. is it for materials, labor, a service, etc.). PO Type can be used to maximize the clarity and detail of construction documentation as well as to organize Purchase Orders within the Group By View for ultimate visibility and insight. 

      STEPS TO DESIGNATE PURCHASE ORDER TYPE 

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Financials tab and choose the Purchasing category. 
      3. Within the "Purchasing" pane, locate the Purchase Order you wish to update the Type Unit of. 
      4. Right-click on the Purchase Order, and select "Edit" from the dropdown menu.
      5. Within the blade extension, navigate to the "Details" tab and locate the "PO Type" field. 
      6. Assign or update the Purchase Order's Type by clicking into the "PO Type" field and selecting the desired option from the dropdown menu. 
        1. ConstructionOnline provides five preloaded options: Material, Labor, Material & Labor, Service, and Other. 
        2. The "None" option is selected for this field by default and appears first within the dropdown menu.
        3. Other PO Type Units fall below the dotted line and, when selected, immediately populate to the PO Type field. 
        4. PO Type Units can be customized by clicking the gear icon ⚙️ at the top right corner of the dropdown menu. 
      7. Finalize the newly designated PO Type by clicking the blue "Save" button.

      ⭐ Prefer to work spreadsheet-style? Certain Purchase Order details can be edited directly within OnCost Purchasing's powerful dynamic table. Simply click into the desired cell on the table and make your modifications. 

      ⭐ Need to quickly identify your Purchase Orders based on their assigned Type? The PO Type field can be used to organize Purchase Orders within the Group By View! 

      ADDITIONAL INFORMATION

      • Subscription Level: ConstructionOnline's Purchasing module is available for companies with current ConstructionOnline subscriptions at the Team, Business, and Enterprise levels.
      • Permissions: ConstructionOnline Company Users must have Purchase Orders, Bills, and Payments permissions set to "Can Create & Edit" or "Can Create, Edit & Delete" to edit Purchase Order details, including the PO Type field. 
        • Purchase Orders, Bills, & Payments permissions are set and managed at the Company level. For more information on editing Company-Level permissions, visit this FAQ.
      • ClientLink™/TeamLink™ Access: ClientLink and TeamLink Users do not have access to the Purchasing feature via the Project Portal.
      • CO™ Mobile App: The Purchasing feature is exclusively available via browser access to ConstructionOnline. 
        • The Purchasing feature cannot be accessed through the CO Mobile App.

      HAVE MORE QUESTIONS? 

      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.