The Purchase Order Details page displays by clicking a Purchase Order link or a Request link. Each different request type page includes unique details. For example:

1. Availability Request - Includes the Availability Request details.

2. Pricing Request - Includes the Pricing details and the Convert to Purchase Order button.

3. Quote Request - Includes the Quote details, the ability to Compare Quotes, and the Convert to Purchase Order button.

4. Purchase Order - Includes the Purchase Order details and Shipment options for Receive and Show.
   
   

Purchase Order Details

For all Request types, the Purchase Order Details page includes similar information. Some Purchase Order Details pages include special options.

Availability Request

The Availability Request Details page includes the Availability Request details.

Open

1. Supplier - The name of the supplier.

2. Supplier Contact - The name of the supplier contact.

3. Shipping Address - The Shipping Address is configured in the STRATUS admin and selected when the PO was created.

4. Activity - The Activity panel shows all Purchase Order request activity. Requests can be deleted by clicking the trash can icon.

Pricing Request (Ferguson Only)

The Pricing Request Details page includes the Pricing details and the Convert to Purchase Order button.

Open

Quote Request

The Quote Request Details page includes the Quote details, the ability to Compare Quotes, and the Convert to Purchase Order button.

1. Freight, Tax, Total Amount - The line item total is calculated and the supplier can provide Freight and Tax to the PO so that the Total Amount is calculated.

2. Date Required - The Date Required was set in the Package BOM or overridden when the PO was created.

3. Supplier - The name of the supplier.

4. Supplier Contact - The name of the supplier contact.

5. Shipping Address - The Shipping Address is configured in the STRATUS admin and selected when the PO was created.

6. Activity - The Activity panel shows all Purchase Order request activity. Requests can be deleted by clicking the trash can icon.

Compare Quotes

For any Purchase Order that includes more than one Quote:

1. In the Activity panel, check the Compare checkbox associated with the quotes to be compared. The Compare Requests panel will display.

    

   1. In this example, 2 different quotes display.

   2. Click the expander to view line item details like Backordered QTY or Notes.

2. Click the Clear Compared button to return to the selected Activity.

Convert to Purchase Order

The Convert to Purchase Order button will convert an existing Quote Request into a Purchase Order request.

1. Click the Convert to Purchase Order button.

    

2. The Convert to Purchase Order dialog will display.

    

3. Click the Save A Draft button to save the purchase order. A Purchase Order Activity will be generated which can be viewed on the Purchase Order Details page.

4. Edit the Purchase Order - To edit the Purchase Order, click the edit button associated with the Purchase Order Activity.

    

5. See the Purchase Order Activity for more information.

Purchase Order

The Purchase Order Details page includes the Purchase Order details and Shipment options for Receive and Show.

1. Freight, Tax, Total Amount - The line item total is calculated and the supplier can provide Freight and Tax to the PO so that the Total Amount is calculated.

2. Date Required - The Date Required was set in the Package BOM or overridden when the PO was created.

3. Supplier - The name of the supplier.

4. Supplier Contact - The name of the supplier contact.

5. Shipping Address - The Shipping Address is configured in the STRATUS admin and selected when the PO was created.

6. Activity - The Activity panel shows all Purchase Order request activity. Requests can be deleted by clicking the trash can icon.

7. Receive Shipment -

8. Show Shipments -

Report

Reports can be configured under Admin > Company > Reports and run here on the Purchase Order Details page. See the Reports (Admin) article for more information on creating a report. Note that when creating a report to display in Purchasing, the report Item Type selected will be Purchasing.