Purchase Order Records

From Payables, Purchase orders, you can view and manage purchase order records. You can track activity including type, status, order date, order total, and total receipted. You can also quickly add or edit alerts.

To print a purchase order form, select Generate (or More actions, Generate), then choose to generate an existing form or add a new one. After the form generates, you can print or export. For more information, see Generate Purchase Order Forms.

Tip: You can’t print Purchase orders with an “Open” status. If you don’t see the Generate button, or if you receive “No records meet specified criteria,” you will need to update the Purchase order status. To update the Purchase order status, go to the Purchase order list page and select Edit next to the Purchase Order you want to change. Locate the Status field and select “Unprinted purchase order,” or “Reprint order.”

Line items displays the line items associated with the purchase order and their information. To update line item details, including line item distributions, select Edit. Line item distributions contain account distribution information such as debit and credit accounts, the amount to distribute, and whether to classify distributions using projects or transaction codes. For more information, see Line Items and Line Item Distributions.

Receipts displays the total amount receipted for the purchase order, the remaining purchase order amount, and receipts not invoiced. You can also view this information from the Receipts tab at the top of the purchase order record. For more information about receipts, see Purchase Order Receipts.

Order details displays all the shipping and receiving details, such as the vendor address, terms FOB, ship to address, and buyer.

History displays all the changes made to the purchase order, including date, what changed, and who changed it.

Notes displays the notes you've created for the purchase order. For more information, see Notes.

Custom fields displays any custom fields you've created for the purchase order. For information, see Custom Fields.