Generate your external expense form as normal - hovering over Expenses in the main navigation bar and choosing External > Add Expense is a quick way to get to the form you'll need. If you have estimated for the expense, you can also easily get to this form via the Job Financials tab.

Please review this article to learn more about external expenses: Filling Out External Expenses

Once on the form, enter the information for your side. Required fields are marked in blue:

1. Enter the name (or part of the name) of the vendor, supplier, partner or freelancer.  Note that in order for a company to pull to the Supplier field, they must have a Company Type (on their Company Details page) of either Vendor, ,Supplier, Freelance or Partner.
2. Enter the date of the expense.
3. Enter the memo description. This description is for your internal use, and will not pull to the printout, or invoice.
4. Choose your expense or purchase order terms. Add/ edit these terms via the Admin area > System Set Up > List Maintenance. The list item name is PO Disclaimer.
5. The reference # can be anything you want - many of our users enter the number on the Invoice they receive from the vendor here.  Note that you can only use the same reference number once per vendor/ supplier. If you are using the Quickbooks Integration, this field MUST have a unique number entered in it.
6. Choose an AP account from your Chart of Accounts.

Next, we want to fill in information about the associated job for this PO/ RFQ:

1. Enter the dollar value that was quoted by the vendor if this is a PO. There will need to be a dollar value here, in order for a dollar value to show on the PO or RFQ printout.
2. Enter the Job, Service Group and Expense Type information for this expense. Note that the Service Group options are populating based on what is in your estimate/ job, and the Expense Type options are pulling from what you have listed in Admin > Manage Services & Expenses > External Expenses (% Mark Up)
3. Choose the appropriate COGS/ Quickbooks account from your system.

Last but not least, add the description of the expense that you do want to show on the PO or RFQ printout.

Note that the remaining fields will be filled in later - once we select a vendor, get back their invoice, and determine what we'll bill to our client.

Click Save in the bottom right.

You can now print the expense as an RFQ or PO.

Click Print - you will see an option to print a standard RFQ or PO. And note that you can customize these printouts via Admin > System Set Up > Printing Preferences.

Learn more about printing in these articles:

Add a Printout - The Basics

The standard version of the PO printout appears as above.

The standard version of the RFQ printout appears as above.

Once you select a vendor, and they complete their work and invoice you, you can come back into this expense to Edit it.

Input as much information as you have available - you may use more or less of the fields, depending on the content of the invoice your vendor provided.

1. Into the gold row, enter any information from the invoice from your supplier or vendor ie. quantity, discount percentage, subtotal.
2. Into the blue row, enter any mark-ups from your side, and an override amount as needed.

Click Save when done.

In many client scenarios, you would then charge for this expense on your next invoice to this client. You may also follow a routine whereby you would mark this expense as Posted, and then Export it to your accounting software.

We hope you find creating POs and RFQs straightforward and easy to use. We welcome your questions or concerns: support@functionpoint.com