Description

The Purchase Order Detail tab under Purchasing>Purchase Orders>Detail aggregates all line item information entered in Purchase Orders. You can use this tab to filter and review the contents of Purchase Orders all together in one place:

Columns

Many of the columns of the Purchase Order Detail page reference the Purchase Order that the line item falls under:

  • Number - Unique identifier for the Purchase Order
  • Item - The Item/Kit/Description for the Purchase Order (see icons below to determine between them)
  • Vendor - Vendor of Purchase Order
  • Location - Location of Purchase Order
  • Warehouse - Warehouse to receive items to of Purchase Order
  • Cost Center - Cost Center associated with Purchase Order (if any)
  • Product - Product associated with Purchase Order (if any)
  • Job - Job associated with Purchase Order (if any)
  • Custom Dimensions - Custom Dimension associated with Purchase Order (if any)
  • Amount - Price per Description/Item/Kit
  • Quantity - Number of Description/Item/Kit
  • Tax - Tax entered manually or from a Tax Code (if any)
  • Total - Quantity * Amount + Tax Amount

The Items column can be either a Description/Item/Kit:

  • The clipboard icon indicates a Description for the line item
  • The box icon indicates an Item for the line item
  • The multi-box icon indicates a kit

Actions

  • Click the blue highlight text under the Number column to bring up the original Purchase Order for the line item
  • Click the blue highlight text of the Item or Kit in the Item column to bring up the Item/Kit details
  • Click the blue highlight text of the Vendor to bring up the full Vendor details
  • Click the blue highlight text of the Warehouse to bring up the full Warehouse details
  • Filter across the columns by Type to Filter (e.g. Vendor) or Date Ranges
  • Sort most columns in ascending or descending order
  • Adjust columns and number of rows presented through the column selector icon in the top right above the table, and click Save Table Settings to always have that view when returning (this is on a per user basis)
  • Export Visible Columns - Export the current view of the table from the icons at the top right of the table
  • Export All Columns - Export all column information from the icons at the top right of the table

Did this answer your question?