Page 35 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

LESSON 4 ASSIGNMENTS AND VENDOR INVOICING

Learning Objectives

• Examine the use of Purchase Order assignments to create Vendor Invoices
using matched transactions

Introduction

A Purchase Order (PO) is used to control the purchasing of products and services (e.g.,
labor) from external vendors. A PO is intended to represent a binding contract between
the organization issuing the PO and the Vendor. Purchase Order Assigners can assign
time and expense users to work on the labor and expense detail lines on the PO Details
page. A user must also have a project assignment created for them in Unanet. These
assignments (PO and project) allow the VI User to create Vendor Invoices in the portal
from matched transactions (timesheets/expense reports).

Lesson 4 Overview Video (for SDL only)

Purchase Orders (PO)

Navigate: Portal > Dashboard > Purchase Orders (left side menu)

The Purchase Orders screen provides access to see the list of Purchase Orders (POs)
created in Unanet for a given Vendor Organization and any Assignments made for labor
and expense users. This is available for the Unanet roles of Purchase Order Viewer,
Purchase Order Assigner. These roles will only be able to access POs with the same
Organization Access.

The following PO fields are provided (some fields can be used to Search and Filter):
PO Field: Description:
PO# Value assigned in Unanet when PO was created
PO Begin/End Dates Value entered in Unanet when PO was created
Total Amount Amounts from the original PO and modifications
Balance Amount as a result of Total Amount minus all posted Vendor
Invoices against this PO
Status Open, Closed
Project Value entered in Unanet when PO was created
Description Value entered in Unanet when PO was created
Assignments Count of distinct labor or expense PO assignments

Purchase Order Details – select the PO line to view the DETAILS, SUMMARY,
ASSIGNMENTS, and ATTACHMENTS.

LESSON 4 ASSIGNMENTS AND VENDOR INVOICING
©2023 Unanet. All rights reserved.
35