Purchase Order Record
The purchase order record stores all the information about the purchase order you need to track and manage. When you access a purchase order, general information about the purchase order appears at the top of the page. This includes the order date, PO total, PO type, and the PO status.
Note: From the purchaser order, you can add alerts. For more information about alerts, see Alerts.
Additional information about the purchase order appears in the tiles on the record. You can open and close these tiles to view or hide the information, and you can drag and drop the tiles to the location you want on the page. Move the tiles using the anchor in the top right corner .
Each purchase order tile is described below.
The Line items tile displays all the line items for the purchase order.
The Order details tile displays all the shipping and receiving details, such as the vendor address, terms FOB, ship to address, and buyer.
The Receipts tile displays the total amount receipted for the purchase order, the remaining PO amount, and receipts not invoiced. You can also view receipt line items and create invoices from receipts from this tile. For more information about receipts, see Purchase Order Receipts.
Note: This tile is not available for Blanket and Template purchase orders.
The Notes tile displays any notes you've created for the purchase order.
The History tile displays all the changes made to the purchase order, including date, what changed, and who changed it.
The Custom fields tile displays any custom fields you've created for the purchase order.