Step 1 - Project Manager Sends Purchase Order

Modified on Fri, 30 Nov, 2018 at 1:45 PM

The Project Manager opens the Job Bag, approves the cost and click Purchase Order.



  • It is important to tick Require Supplier to confirm delivery. Click Create and email, and hit Send. This triggers the P2P workflow. 

  • The job bag will now display a truck icon, indicating that this order is awaiting delivery.




Go to Step 2 - Supplier Confirms Delivery



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