Purchase Orders (POs) and invoices are required when purchasing most items and services needed for daily operations and capital improvements. The following high-level steps provide an overview of the purchasing process, followed by additional, more detailed procedures for creating POs and invoices.
- Obtain proposal or bid from approved vendor.
- Create PO from templates or create a new PO.
- Attach scanned PO to the newly-created PO in ResMan. Purchase order will be submitted for approval to management.
- Send PO to vendor for purchase, once approved.
- After products or services arrive or are completed, and you have an invoice, create an invoice in ResMan by converting the PO to an invoice, making sure it ties back to the PO.
- Attach the scanned invoice to the newly-created invoice under the Documents section of the invoice in ResMan.
- Management will review and approve/unapprove invoice for payment.
For more detailed procedures for detailed procedures for entering POs and processing Invoices, access the Elmstone Group Property Management Employee Portal. Access these procedures by clicking Operations, Financial Reporting, Purchase Orders and/or Invoices:
See the following Help documents in ResMan for additional procedures:
Purchase Order Templates for Recurring Purchase Orders
New Purchase Order.
Attach Scanned Document to an Invoice or Purchase Order
Convert a Purchase Order into an Invoice
Attach Scanned Document to an Invoice or Purchase Order