Create PO and Insert Lines from Descriptions

Use the Description submodule to create purchase orders and insert lines from descriptions of selected jobs.

To use the Description submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To create a purchase order and insert lines from a job description:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job for which you want to create a purchase order with lines from the description.
3. On the side toolbar, click Description.
4. On the grid toolbar, use the drop-down list to select the description with the lines that you want to copy to the purchase order.
5. Click the Description tab.
6. Click Create purchase order and insert lines from current description .
7. In the confirmation dialog box, click Yes.
   WorkBook opens the Purchase Order card.