<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- How to Link Purchase Orders to Projects</strong></p><p><br></p><p><br></p><p><span style="font-size: 11pt;">You can enable the ability to link purchase orders raised for products associated with the project to the project ticket. This allows the project ticket to automatically be updated when these products are received/the purchase order has been fulfilled. </span></p><p><br></p><p><span style="font-size: 11pt;"><em><strong>Note: This functionality is only compatible with projects that have been created from sales orders</strong></em></span></p><p><br></p><p><span style="font-size: 11pt;">To enable this functionality head to configuration > sales orders and enable 'Link Purchase Orders created via line Actions to the Project on the line'. </span></p><p><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk1NWY1Y2ZjLWUxMzUtNDY4Zi1iMTJkLTI3OTFhODUyYWQ3NSJ9.HQ5KwiA9fsdO_ldHB3kEnBm_5LC92OlEzj4a9cfwdSI" class="fr-fic fr-fil fr-dib" width="701" style="width: 703px; height: 319.21px;" height="319"></span></p><p><strong>Fig 1. Setting to allow purchase orders to be linked to project tickets</strong></p><p><br></p><p>Now this is enabled let's walk through how this works. </p><p><br></p><p>In the figure 2 example a sales order has been raised to complete an infrastructure upgrade project. The project ticket has already been created from this sales order. As part of the project some ethernet cables will need to be ordered so I have added these to my sales order. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZhNzRlOGY5LTJiNmMtNGU1NS1hNTA4LTZmNjQ2OGViNTE1MiJ9.tiAt6Fre8s8eGxQPoEANJ-nFV7VTtCl67BIt4wZTAdg" class="fr-fic fr-fil fr-dib" width="1213" style="width: 1215px; height: 590.874px;" height="591"></p><p><strong>Fig 2. Sales order containing project items</strong></p><p><br></p><p><br></p><p>Before a PO is raised for the cables they first need to be added to the project using the 'add to project and create child' action. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFiMjg3Mjc1LWI3NWQtNDAxOC04YzU0LWNmZTk3YWUzMDcxNiJ9.CFDyTam9Rw9aHGNaC2rhQ3VGM_7jd4KcmDom8I6yS24" class="fr-fic fr-fil fr-dib" width="576" style="width: 578px; height: 295.21px;" height="295"></p><p><strong>Fig 3. Add items to project </strong></p><p><br></p><p><br></p><p><br></p><p><span style="font-size: 11pt;">Once added, these items will appear in the project ticket under the 'Products' tab. </span></p><p><br></p><p><span style="font-size: 11pt;">Now, when I raise a PO for these items (from the sales order), a link to the purchase order will become available in the project ticket (under the ticket details). </span></p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU2NjkyNDdhLTFjY2UtNGY0ZC05MDg0LWMzYWM0YjU1MDA4MCJ9.HCSbNEY3stq-IQXU76vZtacc509xLGzPH2qrjOyjgeU" class="fr-fic fr-fil fr-dib" width="973" style="width: 975px; height: 547.46px;" height="547"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 4. Link to PO from ticket</span></strong></p><p><strong><br></strong></p><p>Now this link is established, when the PO has been fulfilled (all items have been consigned) the project ticket will be updated.</p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc3Mzk3YzhkLTg1MTctNDg5NS1hMjBhLTc0NmVjM2QwYzRhNyJ9.ekYifK1Wl1rcJoyDUTjEKhQS2VmN0VsPP-NjGWO7MCo" class="fr-fic fr-fil fr-dib" width="971" style="width: 973px; height: 457.617px;" height="458"></strong></p><p><strong><span style="font-size: 10pt;">Fig 5. Ticket updated following Po fulfilment</span></strong></p><p><br></p><p>This allows you to leave the ticket on SLA hold until the products you need have been received. Automatically updating the ticket for you without you having to check the purchase order.</p><p><strong><br></strong></p><p><strong><em>Note: The ticket will only be updated when all the items on the PO have been received. Therefore it is best to raise a PO specific to the project to ensure the project ticket is updated once all the items needed have been received. </em></strong></p>
