Expand – Purchase Order Header Detail Panel

When a valid purchase order is selected in the All Purchase Orders for a Sales Order Lookup program and the Expand option is selected, the system activates the Purchase Order Header Detail Panel and it loads the panel with the header information for the selected purchase order.

The Purchase Order Header Detail Panel allows you to view the detailed information that is stored by the system in each Purchase Order Header record.  PO header information is information that is common to the entire purchase order and includes the Purchase Order Number, the PO document type, the Vendor used for the Purchase Order, and the Division, Department and Warehouse location that the PO was issued for.

The Purchase Order Header Detail Panel also allows you to

      View and edit any comments that are associated with the selected purchase order header. The Comment Button on the Cove Standard Toolbar can be used to view and edit any existing comment records for the order header or to add a comment to the order header.

      View and edit any Image records that are associated with the selected purchase order header. The Images Button on the Cove Standard Toolbar allow you to view any existing image records that are associated with the order and it also allows you to associate a new image record with the order.

      Print a copy of the selected PO.  The Print Button (located on the Cove Standard Toolbar) allows you to print a copy of the selected PO to your screen or printer.

      Email a copy of the selected PO.  The Email Button (located on the Cove Standard Toolbar) allows you to send a copy of the selected PO via email.  When you press the Email Button, the system creates a PDF version of the Purchase Order and it activates the Email object with the PDF version of the PO saved as an attachment.  You can then enter the email address to which the PO will be sent and send the email directly from the system.

      Access File and Field Level Help - The Field Help Option in the Purchase Order Header Detail panel (located on the Cove Standard Toolbar) allows you to access the Data Dictionary Field Help program which can be used to display the File and Field definitions for each of the fields displayed in the panel.

      View any Data Change History that has been recorded for the selected order header. The Record Data Change history option – which is available using the More menu, allows you to activate the Changes Viewer program – which displays the data change history (order edit information) for the order header.

Please note: You may display the field definitions for each of the database fields displayed in the Purchase Order Header Detail panel by using the Help Button that is located on the Cove Standard Toolbar to access the Data Dictionary Field Help program.

The Purchase Order Header Detail Panel is completely described in another section of this document.  You may obtain more information about the program by activating it and using the Help key to display the primary help documentation for the program.

More:

Comment Button - View/Edit PO Comment