Create Purchase Orders

  • In order to create a purchase and synchronize it with Sage 300 Construction and Real Estate, the supplier should be set up as an Accounts Payable vendor and synchronized with Sage Construction Project Center. 

 

  • This job aid shows you how to set up a purchase order. If the purchase order covers cost codes and categories that have not been set up for the job in Job Cost, you can add them when you enter purchase order lines. The cost codes and categories must already be set up as standard cost codes and standard categories in Job Cost in order to select them for the purchase order.

 

  • Go to Cost Management > Commitment Info. Notice that the Workflow Maintenance list lets you set up automated workflow routing for commitments.


            Cost Management Cost folder • Estimate Info Pencil Commitment Eænts • Info • Contract E Ents Commitment I f • Summacv Info

 

  • Click New Commitment in the top ribbon bar

 

You are here: Home \ Cost Management Home Print/Reports New Commitment Edit Options Show Events Navigate

 

  • Enter a commitment number and select the P.O. check box. Notice that when you select this check box, a new row of fields appears below.  You’ll fill in these fields after ordering the materials.
  • Next to Subcontractor, select the supplier, and then click Save Changes
  • The Subcontractor field changes to Vendor, because you have marked this commitment as a purchase order
  • Enter the remaining information and click Save Changes again

 Save Changes Edit ons NEW COMMITMENT INFORMATION SCPC Training Company Attention ri ptio n : Additional Info: COMMITMENT DATES Start Date: P.O. INFORMATION By P.O. •J Retain a g To Requiæd Date Ship Via Days: F.O.B.

 

  • This makes the Workflow Actions and the Commitment Cost Codes area available. Scroll down and click Add New Commitment Item


 You are here: Home \ Cost Management \ Commitment Info Home Print/Reports Save Changes Edit Options Create Change Order Navigation Options Send O poon s COMMITMENT INFORMATION Atte n De«riptiom Excl SCPC Training Company example commitment Additional Info: COMMITMENT DATES Start Date : Commitment Cost Codes Extras Category Cost Code Days Adjustment: Description Date uploaded Company Total D av Ve n Cod æ Reta i Re By: Adjustment: Approved Commitment Total To Stephanie Adams Amount Amount Change Orders No records to display. Add New Commitment Item Attachments u File Name No records to display. Add New Attachment Commitment Transmittals Delete Selected Commitment Items uploaded By Delete Selected Attachments @ To Excel Description @ To Excel Date Transmitted Commitment Invoiced Refresh Refresh Transmittal Description This Cost Event has not been transmitted.

 

if the cost code you need has not yet been set up for the job in Job Cost, click Show Standard Cost Codes.

 

Add New Commitment Cost Code Show Standan± Codes 01-0102 (Site Project Manager) Site Project Manager Co st Code Categ Reta i (L) Labor Cancel

 

  • This lets you select from the list of standard cost codes and categories.  
  • The button changes to Show Project Cost Codes
  • Select the extra (if applicable), cost code, and category for the commitment item
  • Because this is a purchase order, you can enter the Units, UoM, and Unit Cost. (Units of measure can be added in List Management.
  • Enter the information, and then click Save
  • Continue adding purchase order items as needed
  • Attachments can be added to the purchase order

 

  • Scroll up to the purchase order header and select the Release to Accounting check box, then click Save Changes in the top ribbon bar


COMMITMENT INFORMATION Atte n De«riptiom Excl SCPC Training Company example Commitment Additional Info: COMMITMENT DATES Start Date : Commitment Cost Codes Extras Category Cost Code 01-0102 (Site Project Manager) Site Project Manager Days Adjustment: Description working and stuff Total Relea Ve Cod æ Reta i Adjustment: Approved Commitment Total To Bond Stephanie Adams Amount Change Amount $78,349.00 Commitment Invoiced Orders $0.00 $78,349.00 $78,349.00 $0.00 $78,349.00 $0.00

 

  • In the commitment list, notice that:
  • You can click Request Synchronization to synchronize the purchase order immediately with the back office. (Otherwise, it will be sent at the next regular synchronization time.)
  • You can see the last synchronization time for the project in the green bar.
  • You can see the last synchronization time for each commitment in the Last Sync Time column

 

  • When the purchase order is synchronized, you’ll be able to open it in Job Cost.