---
title: "Create a PO from a Contract Record"
slug: "create-a-po-from-a-contract-record"
updated: 2024-01-30T19:57:28Z
published: 2024-01-30T19:57:28Z
canonical: "wiki.cobblestonesoftware.com/create-a-po-from-a-contract-record"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a PO from a Contract Record

### **Create a PO from a Contract Record**

**Purchase Orders: Creation from a Contract Record**

The optional Purchase Order module add-on can be used in concert with the contract module to create a purchase order directly from an existing contract in the system.

**To Create a Purchase Order from a Contract Record** 1. Navigate to the **Contract Details** screen for the Contract Record you would like to create a PO for and click **Create Purchase Order** on the side menu.

![Navigate to a Contract Record and Click Create Purchase Order from the side menu under Create New Records](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Create%20Purchase%20Order.png)

2. The **Add Purchase Order** screen displays. Enter all required and necessary information about the Purchase Order to be submitted.

![Add New Purchase Order Add Screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20Purchase%20Order(1).png)

- All fields that have a **red asterisk** (*****) to the left of the field means they are required to be populated.
- To add a new Company to the Company list, provided proper permissions are assigned, click **Add Company** at the top of the page to quickly add a new Company name for it to appear in the Vendor/Customer drop down to be selected for this PO.

**Notes:**

Once as new company via **Add Company**, after the PO has been completed, go to the new Company's Company Details screen to fill out any additional information about the Company that should be recorded. Please see the [**View and Edit Company/Vendor**](https://wiki.cobblestonesoftware.com/docs/02-view-and-edit-companyvendor) Wiki page for more information about navigating to and editing the Company Details screen.

The fields displayed on the **Add Purchase Order** screen can be added to and modified by a System Administrator or an Administrator with the proper permissions. Please see the [**Manage PO Fields (PO Details Screen)**](https://wiki.cobblestonesoftware.com/docs/manage-po-fields-po-details-screen) Wiki page for more information about managing fields on the PO Details screen.

3. Once all required and necessary information has been entered, click **Save & Continue** to save the new PO. The PO's Details screen displays.

![PO Details screen with populated fields from our entered values](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/create-a-po-from-a-contract-record-image-bcewsdcg.png)

4. At the bottom of the Purchase Order Details screen, the Contract Record from which the PO was created is automatically linked and displayed in the **Linked and Associated Contracts** section of the screen.

![Linked and Associated Contracts displays the Contract Record this was created from](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Linked%20Contracts(1).png)