PO Dashboard Fields

The following table provides descriptions for the fields shown on the Purchase Order Dashboard.

Field Descriptions
Record TypeFilter by record type on the left hand side of the header menu. Each record type displays different fields. Select one of the following record types:
  • Processed Purchase Orders
  • PO Requisitions and Reserved PO's
  • Pending Purchase Orders
    Note: Select Pending Purchase Orders to see all Purchase Orders and their statuses created through Pending PO that either you submitted or you are on the approval workflow for.
  • Material Orders
Item TypeFilter POs by their item type:
  • Job
  • Inventory
  • Expense
  • Equipment
  • Work Order
  • SM Work Order
  • Items that I've submitted
Note: Choose a record type of Processed Purchase Orders or PO Requisitions & Reserved POs to view this field.
StatusFilter Processed POs by their status:
  • All
  • Open
  • Complete
  • Closed
Note: Choose a record type of Processed Purchase Order to view this field.
SearchType anything to filter for specific POs.
Search By JobSelect 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 ItemSelect this button to see the following list of options determined by your permissions:
  • New Purchase Order
  • Quick Create PO
  • New PO Requisition
  • New Material Order
  • New SM Purchase Order
  • New Pending PO
Export to ExcelSelect this button to create an Excel file of the Purchase Orders currently in the list.
PO Details Select More to access the following options:
  • View Item Detail: Select to view cost details imported from Vista, and additional PO header and item notes.
  • Print (PDF): Select to download the POs in a .pdf file format.
  • Print (DOC): Select to download the POs in a Word .doc file format.
  • Attachments: Displays only if the PO has attachments.
  • Close PO: Select to close the PO.