Introduction to Purchase Orders
Types of Purchase Orders
Normal Purchase Order (Dollar Amount) - issued to your every day supplier.
Normal Purchase Orders (Percentage) - issued to your everyday supplier. These POs do not have a dollar amount.
Performing Artist Talent PO - usually issued to a talent agent.
Media Purchase orders - used for media suppliers
Where to create Purchase Orders
Purchase order tab in a job
This is most often used. Purchase orders from this location will have job-related data pre-filled to save you some time.
Costings menu
has worklists and such, so many things to input, nothing saved from the job.
How to Navigate to > JobBag > Costings > Purchase Orders
- Right click on job
Privilege
This is where you decide who can and cannot process and approve the three types of POs. Additional privileges include creating and approval limits etc. Turning these on for users will allow them to view, create, modify and approve.
Privileges
How to Navigate to > File > Administration > User maintenance
Settings
Settings
Set limits
Processes
Navigate to: Costing > Purchase Orders
There are 13 processing functions that may be accessed once the Purchase Orders menu option is selected.
Refer to PO Listing Window Glossary for more detailed info on each of the icons.
The Purchase order processes are:
Find Purchase Orders
Use PO numbers, Job numbers, date range etc criteria to find purchase orders.
Create PO
Create PO for Normal suppliers
Create PO using Percentage
Create Talent PO
Edit PO
Edit an existing Purchase Order
Clone
Duplicate an existing purchase order including filled information. This will save you some time.
Cancel a PO
This is only possible if there are no suppliers against it.
Request Approval
This is available when a user can create a purchase order, but not mark it as Approved.
Approve
This is available if the user has the privilege to approve purchase orders created by others.
Complete
When Supplier invoice amount is equal to the Purchase Order amount, JobBag marks the PO as complete. This option is useful if the supplier invoice is less than the PO amount - the PO will be marked incomplete.
Create Invoice
Click to create supplier invoice. Doing this from the PO saves time as the supplier invoice form is pre-filled with known data.
Print
Print individual Purchase orders, a list of purchase orders or selected purchase orders.
Print Purchase Order Reports.
Save them as PDFs or email direct to suppliers.
History
See an activity or transaction log of when a PO was created, edited, and by whom.
Settings
Default rules for processing POs.
Set privileges for your organisation's user groups.
Limits
Set dollar limits for creating POs and approval limits
Reports
Purchase Order Reports
Window Explained /Feature Glossary
PO Listing window glossary
PO Ordinary window glossary
PO Talent window glossary
New more help?
Please contact support call 02 8115 8090 or email support@jobbag.com