Creditors > Purchase Order Summary

Creditors > Purchase Order Summary

The Purchase 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


NAVIGATION

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Number

Functionality

Number

Functionality

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

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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