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You can create a PO from a number of places in Chase, depending on your user rights.

A PO can be added from:

  • the Cost Sheet
    Creating a PO for a job using the cost sheet option allows you to capture all external costs on the cost sheet as a Purchase Order.  Clients will use this most often when the entire Cost Sheet (or a significant portion of it) will be ordered from a single supplier, as you can select multiple lines from the Cost Sheet to be included in the Purchase Order. You can also order 

    Creating a PO directly from a Cost Sheet will directly link the two documents.

  • a specific line item on the CE where an external cost is expected.
    If you just want to quickly create a PO for a single item in the cost sheet, you can use the Create a Purchase Order based on this line option.
    This button only shows on external items as these are, by definition, items that you would want a Supplier to provide. 

    You are also able to order above the CE, however, there are production rights which control this. In Chase Config > Lookup codes > Production Rights, you may find that the only person who can order more than what you estimated is a Finance User or Administrator. 
  • the Add New button
    Creating a purchase order for a job using the Add New option creates an order that is not related to a Cost Sheet.  This is not ideal for most agencies, where they need to keep track of what they billed clients for, compared to the costs that they incurred.  You cannot link the items together or report accurately if you do not create a PO from the CE.


Find out how to:

Step-by-step guide



  1. Open the Job Bag for which you want to raise a PO.

     Adding a PO from a cost sheet


    Here's a visual demonstration for adding a PO from a Cost Sheet

    1. Navigate to the relevant CE, click the Shortcut Menu and select Purchase Order.



    2. On the Create Purchase Order dialog, click the drop down arrow in the first field and select how the items will be ordered.

      The dialog will open with all External line items on the CE.

    3. Select the order date in the Date and optionally adjust the amount To Be Ordered.

    4. Once satisfied, click the Create button to create the PO.



    5. To complete this process follow on from step 2 below.


     Adding a PO for a single line item


    Here's a visual demonstration for adding a PO for a single line item


    1. Navigate to the relevant CE, click the Create a Purchase Order based on this line button located next to the external line item that you want to order.


    2. On the Create Purchase Order dialog, click the drop down arrow in the first field and select how the items will be ordered.

    3. Select the order date in the Date and optionally adjust the amount To Be Ordered.

    4. Once satisfied, click the Create button to create the PO.



      To complete this process follow on from step 2 below.
     Adding a PO from the Add New button


    Here's a visual demonstration for adding a PO from the Add New button


    1. Click the Add New button on the Ribbon.

    2. On the Add New dialog, select PO from the Document Types section and click the Create button.



    3. The new PO screen appears. Add line items to be ordered by clicking the Add Line button to add Work Types and their related costs. 

      To complete this process follow on from step 2 below.

  2. Enter the remaining information. 
    1. Select the supplier from the drop down arrow on the Supplier field.
    2. Click the drop down arrow in the Attention field, and select the contact to whom the purchase order will be sent. 
    3. In the Details field, enter a brief summary of the order requirements.
    4. Select a delivery date and time using the Deliver By fields.



  3. When satisfied with your changes, click the Save button on the Toolbar.



  4. Print or send the PO to the supplier via email.