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When a PO has been raised on the wrong Job or Cost Estimate, it can be moved to a different job, or to a different Cost Estimate on the same job.

Here's a visual demonstration for moving POs between Jobs

Below are steps to show you how to move POs between jobs.

Step-by-step guide

  1. Click the Move Costs button on the Ribbon.

  2. Click on the Select an Action field, and select Move Purchase Orders between Jobs.

    Notice that there are two groups on this screen, the From and To group. 

  3. In the From group:

    1.  Select the Job from which the PO must be moved.

    2. Click the Purchase Orders field, and select the document to be moved.

  4. In the To group:

    1. Click on the Job field and select the Job to which the document must be moved.

    2. Optionally select the CE to which the PO will be linked. 

  5. Click the Move button.

    It is confirmed that the Purchase Order has been moved.