How to Associate a PO with a Bill

Streamline your bill payment process by easily linking purchase orders (POs) to their corresponding bills. This quick guide will walk you through the simple steps to ensure accurate payments and efficient record-keeping.

  1. Create a new bill under Bills and Adjustments.
  2. Select “Add PO” from the details section.
  3. Choose the purchase order to be paid from the “Add PO Order” table that pops up.
  4. Add & Close
  5. Review the Quantity column and adjust as needed. Type in the quantity of the items received if it is different than the quantity listed on the PO. You will be able to pay the remainder on subsequent bills by following the same process.
  6. Review the unit cost against the original bill and update if needed.
  7. Release the bill.