Working on a Purchase Order
The purchase order can be edited after it is created and you can receive the shipments against the purchase order.
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- Navigate to Purchase Orders.
- From the list, click a purchase order to edit and the purchase order details screen displays.
This screen consists of the following areas:
- (A) Purchase Order Summary
- (B) Purchase Order Toolbar
- (C) Line Items tab
- (D) Receiving tab
- (E) Purchase Order footer
- (F) Save and Status buttons
Purchase Order Summary
| Area | Description |
|---|---|
| Status | This displays the status of the purchase order, such as New. |
| PO# | This displays the purchase order number. |
| Date | Date of the purchase order. |
| Total Cost | Displays the total cost and click the information icon to display the purchase order summary. |
| Budget | Displays the budget assigned to the purchase order. |
| Warehouse | Displays the warehouse assigned to the purchase order. |
| Entity (Site) | Displays the site assigned to the purchase order. |
| Sales Tax 1 | Displays the sales tax. |
| Sales Tax 2 | Displays the sales tax. |
| Ship To | From the Ship To drop-down, select the site and then the details display below. |
| Vendor | Select the vendor. |
Purchase Order Toolbar
| Icon | Description |
|---|---|
| Details | Click the icon to display the Details form. |
| Linked Work Orders | Click the icon to display the Linked Work Orders form. |
| You can print the purchase order. |
Line Items tab
This displays the line items in the purchase order, see Working on the Purchase Order Line Items and you may see the Receive Shipment button, learn about how to receive a batch in Receive Parts (Purchase Order).
Receiving tab
- Click the Receiving tab to display the details. Learn about how to receive a batch in Receive Parts (Purchase Order).
Purchase Order footer
The footer contains a menu with the following:
- Options menu contains the menu items Delete, and Copy.
- History menu contains the menu items Status History.
Save and Status buttons
As you complete the tasks and update the purchase order, remember to click the Save button to save your updates. When you are ready, click the Status button to move the purchase order to the desired status.
The status workflow is set up in the settings, see Set up the Workflow for Purchase Orders.