The Purchase Order Summary page allows you to view purchase order details.

Use this page to view the workflow status bar, add and message participants, upload relevant documents, and more.

Tabs

General Tab

This tab displays general information about the purchase order.

Note

When all lines have the same "Ship To" address, that section displays that address.

When the lines have different "Ship To" addresses, that section displays “Multiple destinations” and every row in the Lines section has a button that displays the address.

If the order is part of a transfer order, you can view the Ship To warehouse ID on the General tab.

Participants

Depending on your configuration and status, you may see the Participants option on the General tab.

Click the envelope icon to open the Contact Participants pop-up window.

Add recipients who want to receive notifications for this business transaction.

You can also select an attached document(s) to send to the selected recipients (see Documents Tab).

Attributes Tab

This tab displays tender attribute information, if applicable.

Event Log Tab

This tab displays Event Log details.

The download icon is enabled if you are using a workflow connector to send information back to a host system.

Messages Tab

This tab displays messages tied to the shipment.

New or Edit Message

Click New to create a message. Click Edit to edit a message.

This opens a pop-up window where you can add a message and choose whether to notify all participants linked to the business transaction.

Delete Message

Select the desired message and click Delete.

Click OK on the confirmation pop-up window to confirm the deletion.

Note

You can only edit or delete messages that you created.

Purchase Order Lines Tab

This tab displays purchase order line details.

Expand a line to view all child business transactions, if applicable.

If the order is part of a transfer order, you can view the Production Item Number on the Purchase Order Lines tab.

Shipments Tab

This tab displays shipment details, if applicable.

Overview Tab

This tab displays overview details, including dates.

See Generic Dates for information on creating custom date fields.

Documents Tab

This tab allows you to maintain all documents for the business transaction.

You can upload new documents or download or view current documents.

Click New to attach a document.

Select a document type and then select the file you wish to attach.

Click Save to return to the summary page.

See General Tab for information on sending attached documents to selected recipients.

Custom Reports Tab

This tab displays attached reports, if applicable.

You can view and/or download reports from this tab.

See Custom Reports for more information.

Buttons

These options vary depending on your Workflow configurations, Roles, and the purchase order status.

BUTTON	DESCRIPTION
Edit	Click this button to edit the purchase order.
Delete	Click this button to delete the purchase order.