Purchase Orders Tab (In Account Window)

Content was last updated in 06.23.07-00

Revision History

Version No.	Reference No.	Changes
06.23.07-00	None	Content relevant to Purchase Order added as sub-topic.

Purchase Order tab displays the Purchase Order list for the selected vendor, with which you can track the status of the purchase order.

You can also open any of the listed Purchase Order by double-clicking on it.

Features

Vendor : if selected, R2 will display all the purchase orders created for the selected vendor.
Contact : if selected, R2 will display the purchase order history based on the contract selected.

Filter Option	Description
New	Selecting this option will display all the purchase order which are in 'New' status for the selected vendor.
Pending Approval	Selecting this option will display all the purchase order which are in 'Open' status for the selected vendor.
Approved	Selecting this option will display all the purchase order which are in 'Open' status for the selected vendor.
Rejected	Selecting this option will display all the purchase order which are in 'Open' status for the selected vendor.
Open	Selecting this option will display all the purchase order which are in 'Open' status for the selected vendor.
Received	Selecting this option will display all the purchase order which are in 'Received' status for the selected vendor.
Void	Selecting this option will display all the purchase order which are in 'Void' status for the selected vendor.
Closed	Selecting this option will display all the purchase order which are in 'Closed' status for the selected vendor.

On selecting the required display option, click on the Refresh Icon to update the purchase order tab view.

Column	Description
Type	Type field displays the Purchase Order type definition. Available definitions are Inventory, Sub-Rent, or Misc .
Status	Displays the status of purchase order. New : Indicates that the purchase order is created and not released. Open : Indicates that the purchase order is released and is ready for approval. Void : Indicates that purchase order is cancelled. Closed : Indicates that the Purchase Order is closed. Received : Indicates that the Purchase Order is approved and the Items has been received and added to stock.
PO #	Displays the purchase order ID.
Description	Displays the purchase order description.
Date Created	Displays the date on which the purchase order is created.
Order ID	If the purchase order is created for any order, then respective order id will be displayed. If purchase orders are created independent of any order, then the field will be blank.
Customer	If the purchase order is created for any order, then customer in the order will be reflected in this column.