The Purchase Order orders list is where you can view all of the purchase orders in WorkBook. This is a useful tool to see whether you should expect more creditor invoices.
Go to: Finance & Administration module > Creditors sub menu > select Purchase Orders
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NAVIGATION
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Number | Functionality |
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1 | Enter a search term - this can relate to a job number, supplier, activity type etc. |
2 | Select which status you want to view - one at a time or click ALL to view all Purchase Orders in WorkBook |
3 | Filtering options: Delivery date until Responsible Supplier Project Manager External reference
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4 | Cost detail tab
This breaks down the line items related to the purchase order by the activity, amount, remaining balances etc. |
5 | Supplier invoices tab
Once the supplier invoice/s have been applied to the purchase order, you’ll be able to see them here. You can also see the status of the creditor invoice. |
6 | Accrued creditor invoices
Depending on your system settings, if a purchase order is accrued, you can see the information here. See our Purchase Order article. |
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Related articles
| Filter by label (Content by label) |
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| showLabels | false |
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| maxCheckbox | false |
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| showSpace | false |
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| reverse | false |
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| cql | label in ( "creditor-invoices" , "purchase-order-settings" )= "purchase-orders" and space = currentSpace ( ) and title !~ "\"Purchase Order Summary\"" |
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