Workflow of PO

How workflow of PO works

-    Enter/Create PO / estimated Cost (can be a job po, inventory po, or ‘other’ po)

-    When PO bill from your vendor comes in, put in actual cost on the PO.

-    Approve PO based on security rights (requires security levels for overages, type of PO, etc.) 

-    Easiest way to do quickly approve Pos is on the portal where you can click in the grid to approve it

-    If using CP Books, an unapproved Bill will be automatically created for the PO and post to your chart of accounts and increase A/P, etc. 

-    If using CP Books, someone with security rights approves bills to be paid to help manage cash flow as far as which ones get paid this week (or next week)

-    If using CP Books, pay bill