Creating purchase orders

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Purchase orders (or Pos) in Projetex 7.0 are formal orders to a freelance expert requesting them to perform certain freelance jobs for certain fee.

Purchase orders can be created from the following locations:

Edit Freelance Job window — Create PO button

Pos tab of the Project window. New button.

Note: Alternatively Pos can be created by clicking the Mass Pos button on the Pos to Freelancers window. For more information please refer to Mass Action topic.

New PO window

Date Sent — date when purchase order has been sent to freelancer. This date is considered PO issue date (no matter when the purchase order has actually been created) when applying payment terms. See Payment Terms of Freelancer topic for details.

Code — also called "Freelancer-specific" code, generated automatically. "PO" characters indicate that this is a PO 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 check box is cleared.

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

Adjustment — adjustments are added to invoice 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.

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.

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 click menu Settings > Corporate and select Discounts/Markups section. For more information on adding or editing discounts and markups please see Discounts/Markups topic.

Tax — each PO can have up to 2 taxes. Taxes are applied as percentage to PO subtotals plus discounts/markups. To configure taxes click menu Settings > Corporate and select Taxes section. For more information on adding or editing discounts and markups please see Taxes topic.

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

Printing PO

To save purchase order as an RTF document, first apply changes made to this PO by clicking Apply button. Once the purchase order has been saved in database, RTF template controls for it will become active.

Use RTF Templates drop-down list to select the template which must be used for saving this PO in an RTF file.

Note: You can choose to save the output file in PDF or DOC format by selecting this format in Save As window with the help of Save as type drop-down list.

To edit templates for Pos click menu Settings > Current user and select Templates. Templates for Pos are located at \...\Projetex 7.0\Projetex Workstation\Templates\EXPERTS\FREELANCE\Pos folder.