The subject "Purchase Orders" of the navigation tree holds the orders and contracts which a project has placed with suppliers. In the demonstration database the node shows "Purchase Orders (50+)": at least fifty rows, such as `Plein-1070-A1 - Arcadis @ 15000`, which are named after the project, the cost type, the contract and the supplier, followed by the amount. ## List Selecting the node shows the purchase orders as a [[Invantive Estate/Screens/Lists|list]]: ![[20261025-estate-purchase-orders-list.png]] The list has the following columns, in the order shown: - "Project" - "Cost Type" - "Contract" - "Cost Type Description" - "Organisation" - "Amount" - "Contract Financial Status Amount Open" ## Summary Expanding the node lists the purchase orders as child rows. Selecting a row opens its [[Invantive Estate/Screens/Summaries|summary]] on the right, here for the purchase order `Plein-1070-A1 - Arcadis @ 15000`: ![[20261025-estate-purchase-orders-summary.png]] The first tab, "Purchase Order", holds the fields of the order in three sections: "General", "Workflow" and "Cash Flow". The summary strip offers the following tabs: - "Purchase Order": the fields of the order itself, in the sections "General", "Workflow" and "Cash Flow". - "Invoice Lines (-)": the invoice lines booked against the order; empty for this order. - "Budget": the budget of the cost type of the order. - "Supplier": the organisation which supplies. - "Condition": the condition agreed with the supplier. - "Documents (-)": the documents of the order; empty for this order. - "Messages (-)": the messages about the order; empty for this order. The tab "Budget" shows the budget of the cost type, what remains of it, the expected maturity and the explanation: ![[20261025-estate-purchase-orders-tab-budget.png]] The tab "Supplier" shows the complete organisation which supplies, with its own toolbar, such as "Send message", "Make a Call" and "Reports": ![[20261025-estate-purchase-orders-tab-supplier.png]] The tab "Condition" shows the code, the description, the payment condition and the price list of the condition: ![[20261025-estate-purchase-orders-tab-condition.png]] On the tabs "Budget", "Supplier" and "Condition" the toolbar belongs to the subject of the tab: "Edit" there opens the budget, the organisation or the condition rather than the purchase order. ## Edit Screen With the tab "Purchase Order" selected, "Edit" opens the purchase order in an [[Invantive Estate/Screens/Edit Screens|edit screen]] of its own: ![[20261025-estate-purchase-orders-edit.png]] The edit screen has the following sections and fields, in the order shown: - "General": "Project", "Supplier Reference", "Cost Type", "Planned Delivery Date", "Supplier", "Delivery date", "Contract", "Points", "Amount", "Condition", "Granted at", "Charged by Hour", "Contact" and "Explanation". - "Workflow": "Process". - "Cash Flow": "Planned Invoice Date", "Expected Maturity", "Expected Maturity End" and "Distribution Method Indicator". "Add" on the list opens the same screen with empty fields, apart from "Granted at", which starts at the current date. Closing an edit screen with "Cancel" asks whether the changes are to be saved. ## Toolbar The toolbar of the list offers: - "Add" - "Audit" - "History" - "Refresh" - "Export" - "Help" - "Design Mode" The toolbar of the summary of a purchase order offers: - "Open" - "Edit" - "Copy" - "Delete" - "Audit" - "History" - "Refresh" - "Design Mode" - "Compare" - "Help" ## See Also - [[Invantive Estate/Concepts/Orders and Contracts|Orders and Contracts]] - [[Invantive Estate/Subjects/Budget Control/Orders|Orders]] - [[Invantive Estate/Screens/Lists|Lists]] - [[Invantive Estate/Screens/Summaries|Summaries]] - [[Invantive Estate/Screens/Edit Screens|Edit Screens]]