Purchase Order

A. There may be instances when you need to select more than one employee from the list. Rather than requiring you to click the pop-up icon again, CurrentTrack keeps the box open on your screen.

A. Either you aren't set up to receive automatic notification or you weren't listed in the document cc: field. In order to receive automatic notification, your name must appear in the Notifications list (Administration -- System Administration -- Manage Notifications). With regard to the cc: field, your name can be entered manually or chosen from the employee pop-up box.

A. A Purchase Order (P.O.) is entered for printing (e.g. $100), without the Tax box checked. The figure flows into the [job] Financial Report, with P.O. Gross calculated according to the Markup figure (e.g. 1.50) entered either in the Client's Spec Sheet (i.e. "the default Markup rate") or the P.O. itself (i.e. "the overwrite Markup"). A separate, catch-all P.O. is created in the same job folder; Subject = Applicable Sales Tax, Vendor = The State of [YOUR STATE].

As each additional P.O. is entered against the job (e.g. more printing, stock photos, color outputs, etc.), the Applicable Sales Tax is added to the second, catch-all P.O. This ensures what's billed to the agency by the Vendor and billed to the Client by the agency, both appear in the [job] Financial Report. Additionally, the Manage Purchase Orders interface (Administration -- Agency Administration -- Manage Purchase Orders) enables the agency to see "how much sales tax has been paid to the state of Kentucky," for example.