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.
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.
How To Add a Record
