The Purchase Orders area is used to view all job purchase orders that have been imported from an external estimation system.
The views available from the Weekly Progress sidebar include:
Summary View
Notifications View
Current Job View (default)
Orders Sidebar
The Orders sidebar contains the following options:
Action Group
Action | Description |
|---|---|
New | Add a new purchase order. |
Edit | Modify the details of a purchase order. |
Link | Link logistics programme items to purchase orders. This will also update unknown suppliers, where possible. |
Call Up | Calls the selected item. Opens the Create New Item tab of the Notifications Call Up Wizard dialog. |
Call Off | Calls off the selected item. |
View Group
View | Description |
|---|---|
Summary | Opens the Summary view |
Notifications | Opens the Notifications view |
Current Job | Opens the Current Job view |
Filter Group
Filter | Description |
|---|---|
Active | When bold, displays only active purchase orders. |
Cancelled | When bold, displays only cancelled purchase orders. |
Approved | When bold, displays only approved purchase orders. |
Unapproved | When bold, displays only unapproved purchase orders. |
Original | When bold, displays only original purchase orders. |
Extras | When bold, displays only purchase orders that have been added via Framework Logistics. |
Summary View
NO CONTENT
Notifications View
NO CONTENT
Current Job View
Current Job List
Column | Description |
|---|---|
Sort | Tap to open the Items view of the Purchase Order dialog. |
# | Purchase order number. Tap to open the Items view of the Purchase Order dialog. |
Cost Centre | Cost centre details. Tap to open the Items view of the Purchase Order dialog. |
Load | Load number. Tap to open the Items view of the Purchase Order dialog. |
Supplier | Supplier name. Tap to open the Items view of the Purchase Order dialog. |
Ordered | Date the item was ordered. Tap to open the Items view of the Purchase Order dialog. |
LP Item # | Logistics programme item number. Tap to open the Items view of the Purchase Order dialog. |
Called | Called date. Tap to open the Items view of the Purchase Order dialog. |
Called For | Called for date. Tap to open the Items view of the Purchase Order dialog. |
Complete | Complete date. Tap to open the Items view of the Purchase Order dialog. |
Payment Approval 1? | Tap to approve a purchase order payment. |
Payment Approval 2? | Tap to approve a purchase order payment. |
Checklist | Tap to open the Items view of the Purchase Order dialog. |