Projector supports Purchase Orders (POs) at multiple levels throughout the product. POs are billing constructs in Projector. When you go to create invoices, Projector will make one invoice for each unique PO number in the system. POs can be associated with the following entities.
- Clients
- Engagements
- Contract Line Items
- Projects
- Roles
- Tasks
When you create invoices, Projector looks at an engagement's invoicing scope. Your choices are:
- Client
- PO
- Engagement
- Project
On creation, we retrieve a PO # in different ways based on the scope.
- Client - we get it from the Client Editor
- Engagement - we get it from the Engagement Billing Tab
- Project - we get it from the Project Info Tab
- PO - Projector searches for all PO numbers that match across clients, engagements, contract line items, projects, roles, and tasks. It gathers all billable items that matched and puts them onto a single invoice. The created invoices acts a client level invoice internally. Because of this you can manually pull time and cost cards from any other PO # onto the invoice after creation. You'll be warned that there is a PO mismatch.