To view and edit Purchase Orders across all projects go to: Start > Corporate Management > Job Cost Docs > Purchase Orders.
Project
Select a specific Project or the status of the Projects to which you wish to limit the Purchase Order display.
PO Number
Enter a Purchase Order number for which you wish to limit the Purchase Order display.
Vendor Name
Enter a vendor name for which you wish to limit the Purchase Order display.
Status
Select a status for which you wish to limit the Purchase Order display.
Click the Search For... button to view the Purchase Order display for the selected Project and other criteria.
Group By...
Select to group the Purchase Order by project or not.
Click the Enter PO on... button to immediately navigate to the selected Projects' Enter Purchase Order page.
Log
Action
Displays various Action Icons that allow you to manage an existing COR.
Click to edit the associated Purchase Order.
Click to attach files to the associated Purchase Order.
Click to email the associated Purchase Order.
Click to view the associated Purchase Order.
Click to set a Microsoft Outlook™ reminder for the associated Purchase Order.
Click to bath edit the associated Purchase Order lines.
Glossary:
PO Number - Displays the Purchase Order's number for the specified Project.
Lines - Displays the Purchase Order's number of lines for the specified Project.
Date - Displays the Purchase Order's date for the specified Project.
PO Total - Displays the Purchase Order's total price for the specified Project.
Rec'd In Full - Displays the Purchase Order's received in full status for the specified Project.
Status - Displays the Purchase Order's status for the specified Project.
Buyer Notes - Displays the Purchase Order's buyer notes for the specified Project.
Export PO Details:
To view all of your Purchase Orders by line item, utilize the Corporate Management PO Export. To access this report go to: Start > Corporate Management > Job Cost Docs > Purchase Orders > Export Purchase Orders.
You can select the date range to export and choose to include All Projects and All Project Statuses, or selectively export particular projects or statuses.
Start > Corporate Management > Job Cost Docs > Purchase Orders > Export Purchase Orders.
The export will download an Excel CSV file and will also be saved in the Export Actions log for future reference. The export includes the Project Number, Project Name, PO Status, Vendor, and each PO line item with its associated details -allowing users to sort and filter as needed for greater insight into their cost breakdowns.
Notes
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Projects marked as training Projects on the Add Project and Edit Project pages are not included in the Corporate Management results.
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