Viewing purchase orders

The purchase-order list is where buyers browse and act on orders; the detail view is where you verify everything about one order in a single place.

The PO list

The list shows your orders, scoped to the active business unit, with:

• PO number, reference, supplier/vendor, receiving warehouse
• Currency and total value (in the PO currency, with the equivalent in your base currency)
• Raised date and expected date
• Status, approval status and three-way-match status, shown as clear badges

How it works:

1. Sort on any column and page through results, sorting and paging are handled on the server so large lists stay fast.
2. Use the filter row to narrow by status, vendor, warehouse, approval state and PO type.
3. Expand a row to reveal its line items and totals without leaving the list, or click through to the full detail.
4. Export the current filtered set to Excel or CSV for reporting.

Cancelled/soft-deleted orders never appear, and an empty list offers a create-PO shortcut.

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Add a screenshot here: the PO list with its columns and status badges, the filter row, and one row expanded to show its line items.

The PO detail view

The detail page is the buyer’s working surface for a single order. It brings together:

• Header: vendor, dates, terms, currency and applied tax rates.
• Lines: with per-line tax, and a tax breakup in the footer. Multi-warehouse line routing and any landed-cost allocations are visible. Drop-ship orders show the ship-to address.
• Approval status and history: current approver, comments and the full chain.
• Linked documents: goods receipts (with received vs ordered quantities per line), vendor invoices (with three-way-match status) and debit notes.
• Amendments, attachments and the audit log.

You can generate a PDF of the order to send to a vendor on demand.

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Add a screenshot here: the PO detail view with the header, line items with tax breakup, the approval chain, and the linked goods receipts / vendor invoices / debit notes sections.

Action affordances are gated by status:

• The Edit option disappears once the order is approved or has any goods receipt, you use the amendment flow instead (see Editing, cancelling and amendments).
• The Cancel option disappears once any goods receipt exists.