Add a PO Listing

Configure a purchase order that is used to track spend at the client or the requisition level.
  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Select Requisition > Funds Tracking on the left navigation menu.
  4. Click the PO Listing tab.
  5. Click .
  6. In the PO Number field, enter a unique identifier for the PO.
  7. From the Currency drop down, select the currency for the PO.
  8. In the Date Active field, enter the date that the PO becomes active.
    You can click the calendar icon to select the date from a pop up.
  9. Optionally, in the Date Inactive field, enter the date that the PO becomes inactive.
  10. For each configured list item, in the Additional Fund Amount field, enter the initial PO amount.
    These amounts are combined in the Initial Amount field for the PO number. For a new PO, the amount is also the Available Amount.
  11. Click .