Back-Linking Purchase Orders in Rave Using the Super Admin Feature

Please note this is a permission-based feature - if you do not have access to this, please contact your Rave system administrator or reach out to Rave customer support.


In day-to-day processing, Purchase Orders may occasionally be created without being linked to the correct Bill, Quote or Client Invoice. When Purchase Orders are left unlinked, it can affect the accuracy of back-costing reporting and overall project visibility.

This feature provides the ability to:

• Back-link existing Purchase Orders to Quotes
• Edit the original source document when required

Common Use Cases

1.Purchase Order Created Without a Quote  Linked

A Purchase Order may be created from scratch without selecting the appropriate quote to Link to.

Using this feature, the Purchase Order can later be linked to the correct documents on a line-item basis.

2. Purchase Order Linked to the Wrong Document

A Purchase Order has been associated with an incorrect Quote Line; administrators can update the linkage to ensure costs are allocated to the correct document.

3. Changes Required to the Source Document

In some situations, the quote itself may need to be adjusted where the quantities on the Purchase Order have been entered incorrectly. This feature also allows editing of the source document where necessary.

How to Link a Purchase Order to a Quote where the PO has been loaded manually 

• Click on the Invoice and find the arrow icon beside the qty 
• Click the + Line item source
• Select the quote you wish to link to this PO
• Select the source line item and then update the quantity to match
• In this case, the quote was for two different lines, so you select one at a time to link to.
• Once you save, you'll now see the Purchase Order has been linked to the Quote.
• The Purchase Order has now been fully ordered against the quote, so the Quote will drop off the Quotes ready to convert tab on the Purchase Order page. 

How to fix the wrong source document being loaded

If the Purcahse Order has been created against the wrong Quote:

• Click the Purchase order to open and find the arrow icon next to the quantity 
• Click the trash can icon to remove the link between the wrong Quote.  
• Click the + Line item source
• Select  Quote as the type, and then select the right document you wish to link to this Purchase Order.
• Select the source line item and then update the quantity to match
• You will now see the correct document type and number added under the Associations when you click into it.