How do I link a purchase order to work and complete its messages?

Link a purchase to a task or service request when it should also appear alongside that work. First confirm the correct work item and vendor section.

1. Open the inquiry or purchase order.
2. Add related tasks or service requests in their selection fields.
3. Add necessary comments and attachments.
4. Check which details go to the vendor and which remain internal.
5. Select Save all sections before leaving.

Edit message templates in purchasing email templates. Create or open a template, enter its content and save. Select a suitable template for the vendor section before sending an inquiry or order.

Linking helps track the purchase, but warehouse receipt remains a separate action. Check attachments when sending too: internal comments and vendor-facing details serve different purposes.

When copying a vendor section or order, recheck work links, recipient and message before sending.