Contracts, templates and signatures

Link a purchase contract to a purchase order

Choose the related purchase order.

Audience: Purchasing staffPermission: purchase_contracts capabilityModule v1.7.9

Exact navigationAdmin Area → Purchase → Contracts → New/Edit → Purchase Order

Before you begin

Use an account with purchase_contracts capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Choose the related purchase order. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

Open Admin Area → Purchase → Contracts → New/Edit → Purchase Order.
Select the exact record or option described in this guide.
Complete the displayed fields or action using the rules below.
Save or submit once and resolve any validation response.
Verify the resulting record, status, file, notification or integration effect.

Fields, choices and supported possibilities

Order headerOrder name/number, vendor, linked request/quotation, department, project, type, buyer and optional linked clients/sales invoices.

Commercial dataCurrency/rate, items, tax, discount type/value, shipping fee, days owed and totals.

Delivery dataShipping address/country, Incoterm, vendor note, terms, delivery date/status, files and payments.

Contract headerContract name, vendor, purchase order, project, department and service category.

Commercial termsPayment terms, payment amount, payment cycle, contract value, notes and description/content.

SigningSigner, email, signed status, drawn/uploaded signature, send recipients, attach-PDF choice and SMS option where enabled.

Code-backed validations and workflow rules

Purchase-order status changes require the dedicated purchase_order status capability.
Delivery states include Undelivered, Pending delivered, Partially delivered and Completely delivered.
Project can be mandatory when pur_order_project_required_condition is enabled.
Contract actions are governed by purchase_contracts capabilities.
Signature/send flows depend on the stored signer/email and configured email/SMS services.

Expected result and verification

The supported link a purchase contract to a purchase order flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.