Projetex Operations > Managing Purchase Orders

New/Edit PO window contains the following data:

Date Sent — date when purchase order has been sent to freelancer. Payment terms of freelancer may refer to this date when determining paid status of the PO.

Code — also called "Freelancer-specific" code, generated automatically. "PO" characters indicate that this is a purchase order code, letters afterwards represent code of the freelancer, and the number is the value of PO counter for this freelancer. Each freelancer has independent counter for this code.

Global Code — global code is generated automatically. Outlay of global PO code can be configured in the Codes section of Projetex Server Administrator Corporate Settings tab. The non-configurable portion of the code (digits) represent the global PO counter value.

Approved — once a PO assignment has been approved by project manager, its freelance jobs become locked and cannot be edited unless this checkbox is cleared.

Freelance Jobs — list of freelance jobs added to this PO. Right-click this list and select Customize columns to configure displayed data.

Discount/Markup — POs can have up to 2 discounts and markups. These are applied as positive (markup) or negative (discount) percentage to PO subtotal. To configure discounts and markups, on the Settings menu click Corporate and select Discounts/Markups section.

Tax — each PO can have up to 2 taxes. Taxes are applied as percentage to PO subtotals plus discounts/markups. To configure taxes, on Settings menu click Corporate and select Taxes section.

Note: After some discount/markup or tax has been selected for a PO of some freelancer, this discount/markup or tax will be remembered and applied as the default for the appropriate freelancer. All next POs will include this discount/markup or tax. The default discount/markup or tax can be changed in any time, choosing another value during a PO creation.

If freelancer currency differs from your base currency, Currency Exchange Rate button will be available. By clicking this button, you may change the currency exchange rate used in this PO. Note that this button does not change general exchange rate stored in your Projetex database. To change exchange rate for all future POs, go to Exchange Rates tab of the Corporate Settings.

Expert Invoice — you can enter freelancer's invoice data for future reference. POs can be filtered by their invoiced status

Adjustment — adjustments added to PO totals. Discounts and taxes are not applied to adjustments.

Linked with Payments — to settle a PO, link it with your payments to freelancer. PO can also be settled by creating "phantom payment". By adding phantom payment you link all unlinked sum of this PO to a virtual payment (will not be shown on the Payments tab of Freelancer window).

Notes — any additional notes which your PO must include, can be added on this tab.

Custom Fields - custom information can be entered or selected in proper custom fields on this tab. Custom database fields can be added in Projetex Server Administrator.

PO folder — folder of purchase order can be created only after the PO has been added to database. Click Apply button to enable PO folders options.