View Purchase Order Details
Role Required: SDAdmin, SDGuest, Technicians with View permission for Purchase
After raising a purchase order, you can track its updates, approval status, invoice, payment, related conversations, and more from the purchase order details page.
To view the details page of a purchase order, go to the Purchases module and click the name of a purchase order to open it. Ensure you have selected the respective customer from the filter in the header.
The purchase order details page is divided into two: the canvas and the right panel.
The right panel highlights the critical details of the purchase order, such as status, created date, requester name, attachments, service request associations, and vendor currency, along with its exchange rate if the vendor currency is different from the base currency.
The primary section on the left is the canvas, which contains in-depth information about the purchase, which you can access using the tabs provided.
The following tabs are displayed in the canvas on the purchase order details page:
- Purchase Order: View the purchase order details, general information, remarks, terms, and more.
- Approvals: Configure and track approvals. Learn more.
- Invoice: View invoice details such as invoice ID, received date, payment due date, creator name, and invoice comments.
- Payment: Track payments you have made for the purchase order.
- Received Items: View the received items of the purchase order.
- Conversations: Track communication related to purchase orders, including user emails and system notifications.
- History: Monitor all purchase order-related activities. You can choose a time frame and then filter the records based on operations and fields.
The Actions button lets you do the following:
- View PO in Base Currency: View the purchase order in the currency that is configured for your organization.
- Duplicate Purchase Order: Make a copy of the purchase order.
- Submit for Approval: Submit the purchase order for approval. The items in the purchase order can only be ordered after approval.
- Approve this PO: Approve the purchase order for the items to be purchased.
- Reject this PO: Reject the purchase order.
- Cancel this PO: Cancel the purchase order.
- Email the Owner: Email the owner of the purchase order item.
- Add Invoice: Add invoice details to the purchase order.
- Add Payment: Add payment details for the purchase order.
- Email the Vendor: Email the vendor supplying the items in the purchase order.
- Order this PO: After the purchase is approved, place the order by clicking this.
- Receive items: Receive purchased items from the vendor.
- Receive with barcode/QR code: Generate barcodes or QR codes for the items you have received from the vendor. Learn more.
- Reconcile: Merge two workstations that were duplicated.
- Payment Done: Send the payment completion notification.
The Order this PO, Add Invoice, Add Payment, Email the Vendor, Order this PO, and Receive items, Receive with barcode/QR code options will only appear under the Actions button after the purchase order is approved.
The Reconcile option will be available only if the items are received from the vendor.
The Payment Done option will appear only after the payment is finished and the items are received.
To edit or print the purchase order, click the respective buttons displayed on the top-left of the purchase order details page.
Use the navigation arrows 
on the top right to move between purchase orders.
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