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Procore

Create a Purchase Order (iOS)

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Objective

To create a commitment that is a purchase order on an iOS mobile device.

Things to Consider

  • Required User Permission:
    • To create a purchase order, 'Admin' level permission on the project's Commitments tool.
      OR
    • To create a purchase order as a user with 'Standard' or 'Read Only' level permission to the Commitments tool, the 'Create Purchase Order' granular permission must be enabled on the permission template associated with your user account on the project. See "Grant Granular Permissions in a Permission Template" in the See Also section below. 

Steps

  1. Navigate to the Commitments tool on an iOS mobile device.
  2. Tap the Purchase Orders subtab.
  3. Tap the plus icon (+).
  4. Enter the following information:
    • Title: Provide a descriptive name for the commitment. 
    • Status: Specify the status of the commitment. (Default: Draft) Purchase Orders with the status set to Draft, or Closed will not be reflected on the budget. Purchase Orders with the status Processing, Submitted, Partially Received, and Received will be listed in the Pending Cost column. Purchase Orders with the status Approved will be listed in the Committed Cost column on the Budget. 
    • Private: Slide the toggle to the ON position to mark the purchase order as 'Private'.
    • Executed: Slide the toggle to the ON position to indicate that the purchase order has been executed.
    • Contract Company: Select the vendor/company who will provide the purchased materials (e.g., American Construction Co.). This vendor/company must exist in Procore's Project Directory. See "Add a Company to the Project Directory" in the See Also section below.
    • Bill To: Enter information about the company responsible for paying the invoice. The subcontracting company will use this information to send its invoice to the correct company and address.
      Note: This field will auto-populate with the data entered in the most recently created purchase order.
    • Ship to: Enter the address where the materials should be delivered. In some cases you may want to specify a different location than the actual job site.
      Note: This field will auto-populate with the data entered in the most recently created purchase order.
    • Default Retainage: Specify the percent of payment retainage that will be withheld (e.g., 10).
    • Description: Provide additional information, as necessary.
    • Delivery Date: Specify the date when the purchased goods are to be delivered to the location specified in the 'Ship To' field.
    • Payment Terms: Specify relevant payment conditions, if applicable.
    • Ship Via: Enter the shipping/transport method for materials (e.g., freight, FedEx, etc.).
    • Add Attachment: Tap this link to add any relevant files or photos.
  5. Tap Save.

See Also

 

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