PO Dashboard Fields
The following table provides descriptions for the fields shown on the Purchase Order Dashboard.
|Record Type||Filter by record type on the left hand side of the header menu. Each
record type displays different fields. Select one of the following
|Item Type||Filter POs by their item type:|
Note: Choose a record type of Processed Purchase Orders or PO Requisitions & Reserved POs to view this field.
|Status||Filter Processed POs by their status:
Note: Choose a record type of Processed Purchase Order to view this field.
|Search||Type anything to filter for specific POs.|
|Search By Job||Select a specific job (listed by JCCo), or filter by Items
that I've submitted.
Note: Choose a record type of Processed Purchase Orders, PO Requisitions & Reserved POs, or Pending Purchase Orders to view this field.
|New Item||Select this button to see the following list of options determined by
your permissions: |
|Export to Excel||Select this button to create an Excel file of the Purchase Orders currently in the list.|
|PO Details||Select More
access the following options: |