Specifications Tab

This section describes the fields and actions on the Specifications tab of the Purchase Orders workspace.

Tab Fields

Field Description
Job No. Enter the number of a job.
Job Name This field displays the name of the job specified in the Job No. field on the selected line.
Task For lines with a job number, enter or select a task from the drop-down list.

If you enter a value in the field, Maconomy checks that a task list has been assigned to the job and that the listing contains the specified task.

Employee Enter or select from the drop-down list the number and name of the employee assigned to the PO line.
Quantity Enter the quantity of services or items ordered.
Unit Price Enter the unit price of the item. Maconomy checks that the amount is positive. The amount must be exclusive of tax.
Price Enter the price of the PO line.

The amount is calculated as quantity times unit price less any discount. If you manually enter an amount in this field, Maconomy recalculates the unit price based on the total amount in this field.

Line Remarks Enter any remarks you wish to add to the PO line.

This is printed on the PO.

Description Enter a description of the PO line.
Delivery Date Select the delivery date.
Approval Status Details This field displays the approval status of the current line.

Tab Actions

Button Description
The Row Tools icon allows you to add lines/information to the lines of a record.

For lines in the Specifications tab, choose from the following actions:

  • Insert Purchase Order Line
  • Delete Purchase Order Line
+ Add Purchase Order Line Click this action to add another entry line to the bottom of the purchase order.
Click this icon to export the rows from the current table to a spreadsheet.

Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.

Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.

Click this icon to maximize the table view.

Click this icon to restore the default display size of the table.

Click this icon to open the Customize Columns window.