Viewing Purchase Orders and Vendor Bills Entered for a Project
You can view purchase orders and vendor bills entered for a project from the project record. Only purchase orders and vendor bills that are associated with the project are displayed. For more information, see Associating Purchase Orders and Vendor Bills to a Project or Project Task.
To view purchase orders and vendor bills entered for a project:
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Go to Lists > Relationships > Projects.
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Click View next to the project with purchase orders or vendor bills you want to view.
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On the project record, click the Procurement subtab.
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Click the Purchase Orders subtab to display the purchase orders entered for the project.
The Purchase Orders subtab contains a table with the following information:
Column
Description
Edit | View
Click Edit to open the purchase order in edit mode. Click View to open the purchase order in view mode.
Date
This column displays the purchase order date.
PO #
This column displays the purchase order number.
Vendor
This column displays the vendor name in the purchase order.
Click the vendor name to open the vendor record.
Amount
This column displays the purchase order amount in the project’s primary currency.
Note:The amount shown does not include taxes. Open the transaction record to see the full transaction amount, including taxes.
Status
This column displays the status of the purchase order.
Receive By
This column displays the date when the items in the purchase order are needed. The value is from the Receive By date field in the purchase order form.
Project Tasks
This column displays the project tasks that are associated with the purchase order.
Only a maximum of 300 characters or around ten project tasks can be displayed in this column. You can view all project tasks in the Schedule subtab of the project record
Note:This column is only available when the Job Costing and Project Budgeting feature is enabled.
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Click the Vendor Bills subtab to display the vendor bills entered for the project.
Note:The amounts shown do not include taxes. Open the transaction record to see the full transaction amount, including taxes.
The Vendor Bills subtab contains a table with the following information:
Column
Description
Date
This column displays the vendor bill date.
Transaction Number
This column displays the vendor bill transaction number.
Click the transaction number to open the vendor bill record.
PO #
This column displays the purchase order number of purchase orders related to the vendor bill.
Only a maximum 300 characters or around ten purchase orders can be displayed in this column. You can view all purchase orders related to the vendor bill in the Related Records subtab of the vendor bill record or project record.
Vendor
This column displays the vendor name in the vendor bill.
Click the vendor name to open the vendor record.
Amount
This column displays the vendor bill amount in the project’s primary currency.
Invoiced Amount
This column displays the amount invoiced to the customer in the project’s primary currency.
Note:Only the amounts from billable items and expenses are included in the computation.
Status
This column displays the status of the vendor bill.
Project Tasks
This column displays the project tasks associated with the vendor bill.
Only a maximum of 300 characters or around ten project tasks can be displayed in this column. You can view all project tasks in the Schedule subtab of the project record.
Note:This column is only available when the Job Costing and Project Budgeting feature is enabled.
Customer Invoices
This column displays the customer invoices created for billable items and expenses in the vendor bill.
Only a maximum of 300 characters or around ten customer invoices can be displayed in this column. You can view all customer invoices in the Related Records subtab of the project record.