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.

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

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

Right click in the grid and select Add Record. The following Popup will appear:
Enter the Change Order. This is required to save and must be unique for this PO.
Fill out other desired fields and click save.