Creating commitments and purchase orders

Commitments and Purchase Orders record costs agreed with subcontractors and other vendors.

Best for: Project managers and contract administrators · Requires: Commitment write access.

From Commitments:

1. Select Add Commitment, or open the dropdown and choose Add Purchase Order.
2. Choose the vendor company.
3. Enter the contract number, title, dates, and scope.
4. Build the SOV and confirm retention.
5. Add attachments or contract documents so the agreement and its supporting files stay together.

Use search to find a record by company, contract name, number, or type. If the list contains both record types, filter by Commitment or Purchase Order.

A Purchase Order is stored as a Commitment subtype and defaults to zero retention. It cannot be the Prime Contract.

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