General Tab

This tab stores general information for the PO: status, account, shopping cart no., funding source, start and end dates. There are several fields to calculate the payment status of the purchase orders. There is also Change Orders grid that can be used to track changes to the PO. Finally there is a Linked Work Order grid that shows work orders that are linked to the PO.

Field Names	Special Functions
Invoiced	The sum of all invoices related to this PO
Paid	The sum of all invoices paid related to this PO
Remaining	The difference between the sum of money invoiced to this PO and paid out.

Change Orders grid

This grid can be used to keep track of changes that are made to the PO. When the PO is create a record is added to this grid. After that it must be manually updated.

A sample of the grid appear below. Sort records in a grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

Right-click in the grid to Add Record.
Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
Double-click on an existing record to open it.

How To Add a Record

Linked Work Order grid

This grid shows a list of work orders that are linked to the PO.

A sample of the grid appear below. Sort records in a grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

Right-click on an existing record to get a menu with options to Go to Linked Work Order, Link to Existing Work Order, Remove WO Link.

How to Link to Existing Work Order