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Push an item from a PO to a job/sales order

When an item is added directly to a PO it can be pushed up to the linked job/sales order

If the job/sales order is not already linked, this will not work. See point 7 on how to link it then come back to point 1.

Add the item to the job

1. Click on the menu for that item

Purchase order Items tab with the Menu button highlighted on the second line item, item code AX45-3BG

2. Click "Add to Job"

Purchase order Items tab with a line item's action menu open and the "Add to Job" option highlighted

3. This lists the job(s) that are linked to the PO

Push Item to Job dialog listing a linked draft job, with the + expand button highlighted at the start of the row

4. Insert the item into the appropriate section

Push Item to Job dialog with a job's Section 1 expanded and the Push button highlighted to insert the item into that section

5. Click "×"

Push Item to Job dialog with "Item successfully pushed to Job" message, close × button highlighted in the top right

Link the PO to a job

6. Click on the Links tab

Purchase order screen with the Links R:1 tab highlighted in the tab row above the line items table

7. If the job is not linked, click "Link To..."

Purchase order linked records area with the Link To... dropdown button highlighted above the Jobs and RFQs tables

8. Click "Jobs"

Purchase order Link To dropdown open below the Items tab, with the Jobs option highlighted among Quotations and Invoices

9. Click on the job to link to

Jobs selection window listing jobs with a Link button on each row, the Link button for job JB1560 highlighted

10. Click "×"

Jobs pop-up listing jobs with Link buttons, with the close "×" button highlighted in the top-right corner
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