Purchase Orders: Link a Contract to a PO
Contract Insight allows permitted users to create a link between existing purchase orders and contract records.
To Link a Contract Record to a Purchase Order
1. Navigate to the Contract Details screen of the contract record to which a Purchase Order is to be linked.
2. Scroll down the Contract Details screen to the Purchase Orders section and click Link to PO.
![](/images/2018 Screenshots/PO/06. PO and Contracts/03. Link to Contract/1. Link.PNG)
3. The Link Record screen displays. Select a Purchase Order Details field by which to search.
![](/images/2018%20Screenshots/PO/06.%20PO%20and%20Contracts/03.%20Link%20to%20Contract/2.%20Select%20Field.PNG)
4. Upon selecting the PO Details field, select or enter (depending on the type of field selected) the value by which to search and then click Search.
![](/images/2018%20Screenshots/PO/06.%20PO%20and%20Contracts/03.%20Link%20to%20Contract/3.%20Search.PNG)
Note: To change the field by which searching is performed, click Start Over to refresh the search drop-down.
5. A results grid of Purchase Orders existing in the application that meet the specified criteria displays.
![](/images/2018%20Screenshots/PO/06.%20PO%20and%20Contracts/03.%20Link%20to%20Contract/4.%20Link.PNG)
6. Click Link for the Purchase Order line to create a link to for the Contract Record.
![](/images/2018%20Screenshots/PO/06.%20PO%20and%20Contracts/03.%20Link%20to%20Contract/5.%20Reason.PNG)
7. Optionally, enter a note/reason for creating the link. Click Save Link to save the link and return to the Contract Details' Purchase Orders section.
|