Purchase Order Numbers (PO#'s) are often required in order to track expenditures.
A small amount of configuration will enable PO#'s to be assigned to Budget Requests:
- Go to the "App Administration" screen by using the link in the left Quick Launch menu from the home page of the app (you will need Administrator or site owner permissions).
- Go to the "Departments" list.
- Add a new item with the title "Procurement" (case sensitive!), and enter a user in the "User" field.
- Now when a Budget Request (AR) becomes completely approved, it will notify the person specified for Procurement that they have to assign a PO#. Once this is done, the AR Status is updated to "Active".