KB14106: Assigning PO Numbers

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:

  1. 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).
  2. Go to the "Departments" list.
  3. Add a new item with the title "Procurement" (case sensitive!), and enter a user in the "User" field.
  4. 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".