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This functionality is new as of version 4.0.

Excerpt
nameView Purchase Order Log

A list of Events, Comments, and Alerts

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for a Purchase Order can be viewed on the ‘Purchase Order Details’ screen → ‘Purchase Order Log’ tab.

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To View the Purchase Order

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Log:

  1. Navigate to the ‘Purchase Order Details'

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  1. screen → ‘Purchase Order Log’ tab.

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The user-defined Alert Type must include the 'Purchase Order' Alert Category.

To Add Comments and/or Alerts to a Purchase Order:

  1. Navigate to the 'Purchase Order Details' screen → 'Purchase Order Log' tab.

  2. Click the ‘Add’ button.

  3. Type the Comment/Alert text in the 'Comment' field.

  4. Select the 'Alert' checkbox to create an Alert.

    Select an Alert Type from the 'Alert Type' dropdown list.

    'Purchase Order Details' screen - 'Purchase Order Log' tab - 'Add Purchase Order Comments and Alerts' dialogImage Removed

    'Purchase Order Details' screen - 'Purchase Order Log' tab - View Purchase Order LogsImage Added

  5. Captured Events can include:

    • When the Purchase Order Status changed.

    • When Deliveries were created, deleted, or stocked.

    • When Purchase Order Items were cancelled.

    • When the Unit Cost of a Purchase Order Item was changed.

  6. To add a Comment or Alert, refer to Add Purchase Order Comments & Alerts.