Who this is for: Anyone requesting a subcontractor Purchase Order, and the accounting reviewers who approve them and generate the PO in NetSuite.

The whole flow: submit the work order → reviewer picks the exact NetSuite vendor and approves → a PO is generated in NetSuite → the row shows the PO number. If auto-generation fails, the reviewer reconciles a hand-created PO.

📚 Related guides

• Forms Tab — Overview & Access
• New Vendor Request — the vendor must exist before you can cut a PO

At a glance

1. Forms tab → New Work Order. Fill in project, vendor, scope, and quote.
2. Submit → it lands in Work Orders → New.
3. A reviewer opens it, picks the exact NetSuite vendor, sets the PO dimensions, and clicks Approve & Generate PO.
4. The row moves to Approved (PO), showing “PO pending” until NetSuite returns a number — then it becomes a green PO link.
5. If the automatic PO fails, the reviewer uses Record the PO # to reconcile a PO they created by hand.

Step 1 — Submit the work order

From the Forms tab, click + New Work Order. Any signed-in user can submit. Fields marked \* are required.

• Requestor — name, role, email.
• Project — Project ID (Sunrise / NetSuite), optional name/address, region, class.
• Vendor & Scope — Vendor name, contact info, Work class, Category, Quote amount, and the Scope of work. Optionally attach the quote.

A completed New Work Order.

The vendor name you type here is just a label. The reviewer maps it to the real NetSuite vendor at approval (Step 3) — so a rough name like “EquipmentShare” is fine.