| Info |
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This functionality is new as of version 4.0. |
| Excerpt | ||
|---|---|---|
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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
...
Log:
Navigate to the ‘Purchase Order Details'
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screen → ‘Purchase Order Log’ tab.
| Note |
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In order for an Alert Type to appear in the 'Alert Type' drop-down list on the 'Add Purchase Order Comment / Alert' dialog, it must include the 'Purchase Order' Alert Category. |
To Add Comments and/or Alerts to a Purchase Order:
Navigate to the 'Purchase Order Details' screen → 'Purchase Order Log' tab.
Click the ‘Add’ button.
Type the Comment/Alert text in the 'Comment' field.
Select the 'Alert' checkbox to create an Alert.
Select an Alert Type from the 'Alert Type' dropdown list.
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.
To add a Comment or Alert, refer to Add Purchase Order Comments & Alerts.
Refer to Configure Purchase Order Alert Types.
