When you need this
You are entering a purchase request or purchase order for a Greentree-connected billable company and each line must show the Greentree account that will post (activity on job lines, GL on non-job lines).
LIVE: Purchase Type coding on the PR/PO form. Automatically syncing the PO to Greentree is not a live how-to here.
Before you start
Greentree is connected for the bill-to company.
Purchase Types have activity and/or GL codes mapped (see Map Greentree Purchase Types).
Steps
Open the purchase request or purchase order.
On each line, set the Purchase Type (account code) column.
If the line has a job: the list shows unique Greentree activity codes (code + name). Department locks to the job’s primary department.
If the line has no job: the list shows GL code + purchase type name. Search if the list is paged.
Save the document. Do not expect this save to create a Greentree PO — that path is not documented as live.
What success looks like
Job lines show an activity code; non-job lines show a GL code.
A later supplier-bill push can resolve Activity vs GL from this purchase type (see Push a supplier invoice).
If it fails
Empty dropdown → map Purchase Types, or confirm Greentree is connected for this bill-to.
Wrong style of code (GL on a job line) → set or clear the job on the line so the list switches to activity vs GL.
Supplier unmapped → you may see the full bill-to list; still pick the code you intend to post.