Associating a Purchase Order with a Job or Visit

Purchase Orders can be associated with Jobs or Visits in SingleOps in order to track costing or add a billable expense to an invoice. Whether associating a Purchase Order to a Job or Visit, the Purchase Order appears the same from the QuickBook's perspective after they've synced. However, they differ within SingleOps.

Purchase Order - Visit Association

To make a Purchase Order Line Item billable (it will appear on the client's invoice), the Purchase Order must be associated with the Visit.

Associating a purchase order to a visit does affect the job costing inside SingleOps, and it will appear in the Expenses table on the job's page once the purchase order has been approved.

On Purchase Order Create/Edit Page:

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On Visit Detail Page:

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Purchase Order - Job Association

Associating a purchase order to a job only affects job costing inside SingleOps; it will not affect Visit Costing (as viewed on the Visit Profit Margin Report).  A Purchase Order associated with a Job will also appear on the Purchase Order table on the Job detail page.

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Subcontracted Work

If you would like to track accurate costing of subcontracted work as a Purchase Order:

1. Create or Edit the Item which is subcontracted. In the Advanced Tab, select the checkbox for Subcontracted as shown below. mceclip0.png

2. Enter the Item onto a Job as usual. The cost entered at this point is an estimate.

3. When the bill from the Subcontractor arrives, enter it as a Purchase Order with the following settings.

  • Associated With: Job must be selected, then choose the applicable Job from the dropdown menu
  • PO Details: enter the Item(s) which were subcontracted. These must match the Items entered on the Job so that the cost will replace the estimated amount on the Job's line item.

4. Approve the Purchase Order. Then use the Job Profit Margin Report (in Reports > Expenses & Job Costing) to view accurate Profit Margins using the Purchase Order's data for the subcontracted work.

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