Export a Purchase Order or Subcontract to DOCX or PDF

Background

You can export a commitment to the DOCX or PDF file format. This is useful when you want to to print out a paper copy of your purchase order or subcontract either to review or to obtain a wet signature. 

Things to Consider

• Required User Permissions:
  • To export any purchase order or subcontract with its Schedule of Values:
    • 'Admin' level permissions or higher on the project's Commitments tool. 
      OR
    • 'Standard' level permissions on the project's Commitments tool and you must be added to the 'Privacy' drop-down list and the 'Allow Users to see SOV Items' check box must be enabled on the purchase order or subcontract. 
• Supported File Formats:
  • Microsoft Word Open XML Document (DOCX)
  • Portable Document File (PDF)
• Additional Information:
  • If you want to export a list of purchase orders and subcontracts from the project's Commitments tool, see Export Commitments.

Prerequisites

• Create a Purchase Order
  OR
• Create a Subcontract

Steps

1. Navigate to the project's Commitments tool.
2. Locate the purchase order or subcontract that you want to export in one of these tabs:
   • Summary. 
   • Detailed.
   • Recycle Bin. 
3. Click View next to the purchase order or subcontract that you want to export. 
4. In the top-right corner, choose one of these options:
   • Export > PDF. Generates a PDF copy of the commitment and opens it in a separate browser window. You can then save the PDF to your web browser's Download location or send the document to a printer. 
   • Export > DOCX. Downloads a DOCX copy of the commitment to your web browser's specified download location. 
     

See Also

• Export Commitments