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Create a Purchase Order Report

OBJECTIVE

To create a Purchase Order in ConstructionOnline

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

STEPS TO CREATE A PURCHASE ORDER

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Financial Reports category
  4. Hover over the Purchase Order & click Create

    1. This will open the Purchase Order window
    1. Select the level of detail to include on the Report
    2. Click Create
      1. The Report will open in a new tab
    3. You can Share, Save, Download, Edit, or Print the Report from this tab

    ALTERNATIVE ACCESS POINT

    • Purchase Orders can also be created from the Estimating Toolbar within OnCost™ Estimating by using the following steps:
      • Navigate to the desired Project via the Left Sidebar.
      • Click the Financials tab which will automatically open the Estimating category. 
      • Within the desired Estimate, open the Estimating Toolbar by clicking the brick icon at the top right of the Estimate
      • Choose the Quickbooks tab and click the "Create PO" option.

        createpooption

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.