How do I find a Purchase Order that was created from a Proposal?

There are several ways to locate a Purchase Order that was created from a Proposal.

1. Navigate to Proposal > Details of the Proposal the Purchase Order was created from and expand “Line Items”. Click on the “Purchase Order” tab. The Purchase Order’s number is listed next to each line item that is on the Purchase Order. Clicking on this number will take you directly to the Purchase Order.

2. Navigate to Manage > Contacts. Search and select the Contact that the Purchase Order was created for. Click on the “Purchase Orders” tab. Click on the Purchase Order and you will be taken directly to the Purchase Order.

3. Navigate to Manage > Contacts. Search and select the Vendor that is assigned to the Purchase Order. Click on the “Purchase Orders” tab. Click on the Purchase Order and you will be taken directly to the Purchase Order.

4. Navigate to Manage > Purchase Orders. Use the Search or record navigation options to locate the Purchase Order. Click on the Purchase Order and you will be taken directly to the Purchase Order.

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