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How to Link a PO to a Contract

Updated in the last hour


Contracts and POs can be linked using the Contracts feature or during Purchase order creation/revision.

Using the Contracts Feature

  1. Navigate to Procure → Contracts

  2. Select the applicable contract

  3. Scroll down to the Purchase Orders and Bills section and click + Link PO

  4. Use the pop-up to select the applicable POs

    • The list will only display POs with the same Vendor and currency as the Contracts.

  5. Click Update Linked POs

The Contract will be updated to display the current spend against the contract value total

When creating/editing a PO

A contract can also be linked when creating or revising a PO. Use the Linked Contract drop-down menu on the right to select the Contract. The drop-down list will only display contracts with the same Vendor and currency as the PO.

Note: The Purchase Order and contract currency must match, otherwise a Purchase order will not be linked to a contract

The Linked Contract will be displayed in the upper right of the PO


Understanding Purchase Order (PO) and Contract Updates

When you make changes to the amount on a Purchase Order (PO) line item, those updates are automatically reflected in the associated contract. This ensures your contract always mirrors the latest agreed-upon spending.

Important Note for Blanket POs: Currently, Blanket Purchase Orders cannot be modified once they've been created in the system. This means any revisions to a Blanket PO are not supported after its initial creation. Please ensure all details are accurate when setting up a Blanket PO.

Additional Information:

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