There are several different ways you can access the View Purchase Order pop-up window in MobiWork.
The following sections demonstrate some common methods of how to access the View Purchase Order pop-up window from your MobiWork web platform.
Purchase Order List Page
The easiest way to access the View Purchase Order pop-up window is through the Purchase Orders feature page. For more information on how to access the Purchase Orders feature page, please see the Purchase Order List page.
Once you are on the Purchase Orders feature page, there are four different ways to access the View Purchase Order pop-up window:
Select the desired purchase order ID.
Right-click on the selected purchase order and click on the "View" option from the drop-down.
Select the View icon under the "Actions" column.
Click on the "View" option from the Individual Actions drop-down.
Inventory View
To view the purchase orders for parts or products, you can also access the "Inventory" tab from the View Part pop-up window.
For more information on how to access this tab, please see the View Part page. Once you have accessed this pop-up window, you can click on the purchase order ID from the "Quantity in PO" subsection:
Once you open the View Purchase Order pop-up window, you will be automatically directed to the "Summary" tab:
These features are available in all three tabs and in both, the pop-up window and the full-size view:
Please note that if you would like to easily close this pop-up window, you can click on the esc button from your keyboard.
Purchase Order Full-Size View
By clicking on the upwards arrow in the left-hand corner, you can expand the View Purchase Order pop-up window so that it is full-size:
The full-size View Purchase Order pop-up window can be seen below. All the tabs, buttons, and features are identical to how they would appear in the pop-up window:
Purchase Order Tabs
There are three tabs in all for the View Purchase Order pop-up window; each tab displays different information regarding the purchase order:
You can navigate to other tabs by clicking on the desired tab.
Purchase Order ID and Status
The purchase order's name and the status will be displayed towards the top of the View Purchase Order pop-up window:
You can quickly change the status of the purchase order by clicking on the status and selecting the desired new status.
The statuses that are available are:
"Open"- The purchase order is active but has not yet been sent to the vendor for processing.
"Sent to Vendor"- The purchase order has been forwarded to the vendor for requisition and is awaiting fulfillment.
"Shipment Received"- The requested parts or products have been delivered and received by your company.
"Cancelled"- The purchase order has been canceled before the shipment was fulfilled or processed by the vendor.
Upper Right Corner Actions
The Purchase Order's Upper Right Corner Actions can be found in the top-right corner of the View Purchase Order pop-up window. These actions are located in this section, regardless of the tab you are on:
The Upper Right Corner Actions section includes:
The Pencil button will allow you to edit the purchase order.
The Individual Actions button will allow you to perform various actions.
The Question Mark button which will direct you to the respective MobiWork Features page.
The X button will close out of the View Purchase Order pop-up window.
After clicking on the vertical three dots in the top-right corner, the Individual Actions drop-down menu will appear:
From the Individual Actions drop-down menu, you can select various actions that will help manage the specified purchase order.
The complete list of actions found in the Individual Actions drop-down menu are defined below:
| Name: | Description: |
|---|---|
| "Edit" | Allows the user to edit the specified purchase order. |
| "Edit Status" | Allows the user to edit the purchase order's status. |
| "Send to Vendor" | Sends the purchase order to the specified vendor for requisition. |
| "Delete" | Deletes the purchase order. |
| "Export to PDF" | Allows you to export the purchase order PDF. |
| "Shipment Received" | The requested parts or products have been delivered and received by your company. |
The "Summary" tab is the default tab you will be directed to; it will display all the requisite information regarding a purchase order.
You will be able to view the name of the purchase order, where the purchase order is being shipped, the status, and more:
The "Line Items" subsection will list all the parts and products being requisitioned. You can also add notes pertaining to the purchase order in the "Notes" subsection.
The definitions for the terms found in the "Summary" tab are below:
| Name: | Description: |
|---|---|
| "Status" | The status of the purchase order. The status can be "Open," "Sent to Vendor," "Shipment Received," or "Cancelled." |
| "Shipment Received" | Indicates if the requested parts or products have been delivered and received by your company. |
| "PO Number" | The unique identification number assigned to the purchase order. |
| "Description" | The title or description associated with the purchase order. |
| "Ship To" | Indicates the method by which the shipment is being delivered and the recipient of the shipment. |
| "Shipping Address" | The destination address where the ordered parts or products are to be delivered (this can include your warehouse or the customer's address). |
| "Creation Date" | The date when the purchase order was initially created in the system. |
| "Needed by Date" | The required date by which the purchase order must be fulfilled. |
| "Fulfilled Date" | The date when the items requested in the purchase order were fully requisitioned. |
| "Vendor" | The vendor responsible for fulfilling the purchase order. |
| "Vendor Bill Reference" | The identifier or reference number associated with a bill or invoice issued by a vendor. |
| "Terms" | The payment terms for the purchase order. |
| "Reminders" | The "Reminders" panel will contain the scheduled reminders for the selected user(s). |
Line Items
The "Line Items" subsection will list all the parts and products that are being requisitioned by your company. You will be able to add additional parts by clicking on the Add Part button.
The total price for all the requisitioned parts and products can be found in the "Total Price" column. For more information on how to add, edit, or remove parts from the purchase order please see the following pages: the Add Purchase Order page, Edit Purchase Order page, or the Delete Purchase Order page.
The definitions for the terms found in the "Line Items" subsection are below:
| Name: | Description: |
|---|---|
| "Name" | The name of the part or service (this will also include the SKU information if available). |
| "Part Number" | When editing a generic part, you can assign or input a part number on a purchase order. This unique identifier helps classify, track, and manage generic parts within your inventory. |
| "Price" | The list price of the part or service; this is the price that the customer will be charged. |
| "Cost" | The cost of the part; this value represents the amount that your company has to spend on procuring the part or product. |
| "Quantity" | How much of a part is needed for the purchase order. |
| "Total" | The overall expense for the selected part or product, calculated based on its quantity and unit price. |
| "Total Cost" | The overall expense for the selected part or product. |
| "Actions" | Will allow you to edit or remove the specified part. |
Notes
The "Notes" subsection will contain any additional notes related to the purchase order. To add a note, click the Add Note button. To edit a note, click on the Individual Actions button and select the "Edit" option from the drop-down. If you would like to delete a note, select the "Delete" option from the Individual Actions drop-down.
The "Documents" tab will allow you to store purchase order-specific documentation (e.g., receipts, photos, etc.) for future use. This tab will also list the type of document file, the date it was uploaded, the user who uploaded it, and more.
To add a new document or file, you must click on the Plus Sign button and then drag & drop or choose a file to upload.
Only after you upload a file or document to this tab will you be able to access the Action options:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, download, or delete the document.
The Plus Sign will add a new document or file.
The topmost Individual Actions will allow you to add a new document, or refresh the tab.
The View icon will allow you to view the image file in a new tab, window, or allow you to download the document.
The Individual Actions (the three dots next to the View icon) are identical to the right-click actions and will allow you to view, edit, download, or delete the document.
The terms found in the "Documents" columns are defined below:
| Name: | Description: |
|---|---|
| "Name" | The name of the document. |
| "Date" | The date that the document or image file was uploaded. |
| "Type" | The type of document (e.g., PDF, Word, image, Excel, etc.). |
| "User" | The user who uploaded the document or file. |
| "Comment" | Any comments or notes associated with the document. |
| "Actions" | Allows you to view, edit, download, or delete the document. |
The "History" tab lists the historically recorded details of the purchase order including date, activity type, work order, description, and user:
Created and Last Modified Date
The "Created and Last Modified Date" panel will contain the "Created Date" and the "Last Modified Date" fields.
In the "Created Date" field the date when the purchase order was created will be displayed.
The "Last Modified Date" field will display the date when the customer profile was last updated.
The columns for the "Created and Last Modified Date" subsection are defined below:
| Name: | Description: |
|---|---|
| "Created Date" | The date that the purchase order was created. |
| "Completion Date" | The completed date of the purchase order. |
Status Events
The "Status Events" panel will display how long the customer profile has been in the designated status.
The columns for the "Status Events" subsection are defined below:
| Name: | Description: |
|---|---|
| "Custom Status" | The designated custom status of the purchase order. |
| "From" | The date that the custom status was assigned to the purchase order. |
| "To" | The date that the custom status was no longer assigned to the purchase order. |
| "Time Spent in Status" | The total time duration that the purchase order spent in the designated status. |
History
The "History" panel will display all the historical related data associated with the purchase order; this includes statuses and more.
The columns for the "History" tab are defined below:
| Name: | Description: |
|---|---|
| "Date" | The listed activity date indicates when the purchase order took place. |
| "Activity Type" | What kind of activity was performed on the purchase order. |
| "Description" | The description of the activity. |
| "User" | The user who performed the activity. |