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Creating Reporting Purchase Order Widgets

Not available in ajeraCore or ajeraCore + add-ons

To create a reporting purchase order widget

  1. Click > to open Design mode, and click the tab you want the purchase order widgets to be on.
  2. In the Tab Properties area, click Add Widget.
  3. Under Widget type > Reporting > Table, select Purchase Order.
Note: Use search to find and add additional columns to the widget.
  1. Click to save the widget.

To create a reporting purchase order detail widget

  1. Click > to open Design mode, and click the tab you want the purchase order widgets to be on.
  2. In the Tab Properties area, click Add Widget.
  3. Under Widget type > Reporting > Table, select Purchase Order Detail.
Note: Use search to find and add additional columns to the widget.
  1. Click to save the widget.

Concepts

About Purchase Orders

Tasks

Turning on purchase orders

Setting up Manage menu security

Setting up reports security

Designing Purchase Order Task Widgets

Creating a purchase order

Adding optional columns in the Purchase Order Manage menu task

Editing a purchase order

Approving a purchase order

Copy a purchase order

Voiding a purchase order

Unapproving a purchase order

Closing a purchase order

Reopening a closed purchase order

Creating a change order

Printing purchase order

Purchase Orders

Assigning roles and employees to tabs

References

Purchase Order Base

Purchase Order Detail Base

 

 

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