Creating commitments and purchase orders

Commitments and Purchase Orders record agreed vendor costs.

Best for: Project managers and contract administrators · Requires: Commitment write access.

From Commitments:

1. Select Add Commitment, or open the dropdown and choose Add Purchase Order.
2. Choose the vendor company.
3. Enter the contract number, title, dates, and scope.
4. Build the SOV and confirm retention.
5. Add attachments or contract documents.

Use search to find a record by company, contract name, number, or type. Filter by Commitment or Purchase Order when the index contains both.

A Purchase Order is stored as a Commitment subtype and defaults to zero retention. It cannot be the Prime Contract.

Back to Financials Help