How To Assign A Project Manager To A Purchase Order
Specifying a Project Manager on a Purchase Order allows a user to filter the Receipts table by Project Manager name during the Vendor Invoice review process.
When a Purchase Order is created, select a name from the Project Manager dropdown during step 1 of creating a Purchase Order.
A Project Manager can also be assigned on the Purchase Order page by editing the Purchase Order and selecting a Project Manager.
How To Upload A Vendor Invoice to a Purchase Order Receipt
When a user generates a Purchase Order Receipt from the Purchase Order page, there is an option to Add A Receipt Attachment
Click “ADD ATTACHMENT” (left side of page).
Select Vendor Invoice and update the approval status to “Review Needed”.
Fill out the remaining fields on the Receipt before clicking “GENERATE RECEIPT”.
Reviewing a Vendor Invoice can be done from both the Receipts table or the Receipt page in BuildOps web.
How To Approve A Vendor Invoice From the Receipt Page
To approve a Vendor Invoice from the Receipt page, simply click
APPROVE (upper left corner).
To manually change the Approval Status, click on the status at the top of the page and choose an option.
Since the Receipt State Machine rollout, every receipt also has a separate Post → Export (or Bypass) step that must happen before the invoice is reflected in your accounting system.