Understanding Purchase Orders
A Purchase Order is a contract between a client and their customer that sets parameters around what services are being requested and how much of each service they can allocate in the form of budget, hours, expiration dates, etc. 's Purchase Order feature ensures contracts between you and your customers are accurately tracked to maintain strong business relationships.
Benefits of Using Purchase Orders
Benefits of using Purchase Orders include:
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Associate one or many Purchase Orders to a Placement and select the correct Purchase Order during time entry.
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Track Purchase Orders through Bill Transactions, with invoices split, grouped, or summarized by Purchase Order.
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Access Purchase Order data through Bullhorn Reporting, Data Replication, the API. See Purchase Order Burn Report to learn more about Purchase Orders and Bullhorn Reporting.
Actions You Can Take on Purchase Orders
You must have the appropriate entitlements to work with Purchase Orders. Contact Bullhorn Support to update your access.
You can take the following action on Purchase Orders:
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Adding Purchase Orders to Company Records: Purchase Orders are first created under a Company Record.
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Adding Purchase Orders to Customer Required Fields: Adding Purchase Orders to Customer Required Fields allows the Purchase Orders to be assigned as options at the Placement level.
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Editing Purchase Order Type Customer Required Fields on Client Records: It is possible to make edits after the Purchase Order has been created.
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Assigning a Purchase Order Type Customer Required Field to a Placement: Assigning a Purchase Order type Customer Required Field to a Placement allows the client to decide which Purchase Orders are visible to the Candidate at time entry and allows the Candidate to select which Purchase Order their time is associated with.
See Managing Purchase Orders to learn more about how to perform these actions.