For a single line item on an Estimate, you can create a Purchase Order from the ellipses to the right. You can also choose to add the line item to an existing Purchase Order.
To create a Purchase Order for multiple line items, select the line items you would like to include using the checkboxes to the left of each line item. Once selected, you can create a Purchase Order using the Checked Actions drop-down. You can also choose to add the line items to an existing Purchase Order.
This will open up the Line Items To Purchase Orders window. Add the Assignee (who you'll be paying) or leave unassigned for now. Click Continue to proceed.
Here you can update the Title of the Purchase Order and review the information. Click Finish to complete the process.
Once a Purchase Order has been created for a line item on an Estimate, some additional options will become unavailable.
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