Purchase Order Fields

Purchase Order Name - Autonumber used to identify the individual Purchase Order record

Total - Total of all the Purchase Order Lines

Type - Picklist used to denote the type of the Purchase Order:

  • Standard
  • Drop Shipment

Purchase Order Format - Lookup to the Purchase Order Format record to be used to generate the PDF file to send to the vendor.

Order Date - Date field, often used to indicate date the Purchase Order was sent to the vendor

Status - Picklist used to track the status of your Purchase Order, this is typically used to mirror a business process

Vendor - Lookup to the vendor Account record

Vendor Contact - Lookup to the Contact record representing the vendor purchasing representative

Vendor Address fields - Used to support additional billing addresses from that listed on the vendor Account record:

  • Vendor Street
  • Vendor City
  • Vendor State
  • Vendor Postal Code
  • Vendor Country

Shipping Address fields - Used to support additional billing addresses from that listed on the vendor Account record:

  • Shipping Street
  • Shipping City
  • Shipping State
  • Shipping Postal Code
  • Shipping Country

Comment - Text field often used for additional instructions for the vendor

Line Count - Number of Purchase Order Lines for each Purchase Order record, this is typically used for reporting or business process logic, and not shown on the default page layout

Purchase Order Line Fields 

Purchase Order Line Name - Autonumber used to identify the individual Purchase Order Line record

Purchase Order - Lookup to the Purchase Order record

Product - Lookup to the specific Product record referenced on the Purchase Order Line

Unit Price - Price of the Product referenced on the Purchase Order Line

Quantity - Number of individual units ordered

Total - Price of the individual Purchase Order Line, calculated by Unit Price x Quantity

Quantity Received - Number of items received from the vendor on this Purchase Order Line

Quantity Unreceived - Number of items un-received on this Purchase Order Line, calculated by Quantity - Quantity Received

GL Accounting Variables - Lookups to the specific GL Account Variables to track business segments:

  • GL Account Variable 1
  • GL Account Variable 2
  • GL Account Variable 3
  • GL Account Variable 4

Project - Lookup to the specific Project this Purchase Order Line is related to

Project Task - Lookup to the specific Project Task this Purchase Order Line is related to

Comment - Text field for additional information

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.