The PO Adjustment Tracking tab is used for sending out and tracking Purchase Order adjustment requests. The fields at the top perform special functions when PO Adjustment Request notifications are sent. The tracking grid below keeps a record of all requests that have been sent from the current Project Purchase Order.
Field Name |
Function |
PO Adjustment Request |
This field is used by the PO Adjustment Request notification. Fill in the numerical adjustment that should be made to the PO. This can either be a positive or negative number. |
Adjustment Reason |
This field is used by the PO Adjustment Request notification. Enter a reason for the adjustment. |
Tracking Grid
The tracking grid keeps a record of all requests that have been sent from the Project Purchase Order. It contains a grid which has this header bar. The records in the grid can be sorted by clicking on a column header (below a sort arrow is highlighted in orange).
The columns display the following information:
Tracked Item : Notes that the item was an email.
Description : States whether the email is Queued, Sent, or Failed.
PO Adjustment Request: States the amount of adjustment requested on the PO.
Adjustment Reason : States the given reason for the adjustment to the PO.
By : References which user, by login ID, sent the email.
Date : The date the email was sent
Time : The time the email was sent.
Note: Emails that are Queued successfully are stored in the database and will be sent based on settings in the Lucity Administration Tool.
For more information on sending PO Adjustment Notifications email notifications please go here.