Use the fields in the Purchases tab grid to view and set purchase line information.
The columns described in the following table are the default columns. You can select the columns that you want to see on the grid using the Column Selector Profiles pop-up.
| Field | Description |
|---|
|
Click to display the Column Selector Profiles pop-up, which you can use to customize the grid.
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#
|
This column displays the row number.
|
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Description
|
This field displays the purchase description. Click in a field to add or edit the description.
|
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Note
|
Click on the Note icon in this column to display the Notes pop-up where you can view/add additional notes about the job. This field can contain formatted text, html code, and hyperlinks.
|
|
Charge Band
|
This column displays the charge band. This is the category for the purchase as set up in the Admin area. Use the drop-down list to change the charge band.
|
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Supplier
|
This column displays the name of the supplier. This field is only populated after a purchase order has been created.
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Qty
|
This column displays the number of items in the order. Click in a field to edit the value.
|
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Cost (£)
|
This column displays the cost per item. Click in a field to edit the value.
|
Estimates
| Field | Description |
|---|
|
Markup %
|
This column displays the estimated markup in percentage. Click in a field to edit the value.
|
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Price (£)
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This column displays the estimate price. Click in a field to edit the value.
|
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Total (£)
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This column displays the estimated total. Click in a field to edit the value.
|
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Purch. Curr.
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This column displays the currency in which the purchase will be ordered.
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Actuals
| Field | Description |
|---|
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Tender #
|
This column displays the tender number. Click to link to a tender number.
|
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PO #
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This column displays the purchase order number. Click to link to a purchase order number.
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Order Status
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This column displays the order status of the purchase.
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Due Date
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This column displays the purchase due date.
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Act.Vs.Est (£)
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This column displays the actual amount invoiced by the supplier versus the estimated purchase amount.
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+ -
|
Click to add or remove a purchase line.
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