Purchase Order - General - General Information - Description/Notes
Updated
Suggested Prior Reading
New Purchase Order - General Component (Examples & Steps)
OR
Purchase Order - View/Maintain - General Component - Edit (Examples & Steps)
Description/Notes
Free-text detail about what is being purchased or done under the Purchase Order, such as scope, materials, quantities, or special instructions, that doesn't fit in the Title or the other structured fields.
Users that have Add, Edit or Admin permissions can enter, change or remove the Description/Notes.
The Description/Notes are visible to View Only users or external users.
For more information on where the Description/Notes is used, see Commitments - Fields - Usage and Configuration.
The Description/Notes is free form text.
How the Description/Notes display and is entered depends on Settings for Commitments. A user with permissions to change Settings for Commitments (See Permissions - System Features - Settings) can set whether the Description Notes are entered and display as plain text or rich text. This setting applies to all users and is on/off for all Purchase Orders and Subcontracts.
Plain Text contains no styling formatting like bolding, italics, colors, custom fonts. Rich text enables applying styling like bolding, italics, underlining, colors, custom font sizes, unordered lists, numbered lists, paragraph formatting (left, right, center, full, indent or out dent) and tables.
Click here for an example of the Description/Notes as plain text
The Description/Notes have just the label and the box to type in plain text.
Click here for an example of the Description/Notes as Rich text
The Description/Note have the label, the box to type in text and options to apply styling.
This help assumes the New Purchase Order form OR the Purchase Order - View/Maintain form is displayed with the General component selected (see Suggested Prior Reading above).
To Enter, Change or Remove the Description/Notes
Enter, change or remove the Description/Notes as required. The steps are the same for adding a new Purchase Order or editing an existing Purchase Order.
Click here for an example of entering or changing the Description/Notes in Plain Text
Text, numerics or special characters can be entered.
Click here for an example of entering or changing the Description/Notes in Rich Text
For further information on entering rich text, see Rich Text Information Entry.
Enter or Change Other Information in the General Section
Click here for entering or changing other information in the General Section
To change the Contracted Company, see Purchase Order - General - General Information - Contracted Company.
To enter, change or remove the Invoice Contact, see Purchase Order - General - General Information - Invoice Contact.
To enter, change or remove the Title, see Purchase Order - General - General Information - Title.
To change or remove the Purchase Order Number, see Purchase Order - General - General Information - Purchase Order Number.
To enter, change or remove the Default Work Retainage, see Purchase Order - General - General Information - Default Work Retainage.
To enter, change or remove the Default Material Retainage, see Purchase Order - General - General Information - Default Material Retainage.
To enter, change or remove the Terms, see Purchase Order - General - General Information - Terms.
To enter, change or remove the Internal Notes, see Purchase Order - General - General Information - Internal Notes.
To enter, change or remove the Payment Terms, see Purchase Order - General - General Information - Payment Terms.
Enter or Change Other Information or Save, Close or Save & Email the Purchase Order
Add, Edit or View other information for the Purchase Order, see More Information below.
OR
If available/applicable, click the Save 
button (at the top or bottom of the form) to save the Purchase Order and close the form.
Click here for more information on the Save function.
The Save function saves the Purchase Order including any information on the General, Schedule of Values and Financial Markups Components (if applicable).
The Purchase Order - View/Maintain form is closed and the list the function was invoked from displays. See Next Steps below.
OR
If available/applicable, click the Save & Email 
button (at the top or bottom of the form) to save the Purchase Order and email it.
Click here for more information on the Save and Email function.
The Save & Email button saves the Purchase Order including any information on the General, Schedule of Values and Financial Markup components (if applicable) and sends an email with a link to the Purchase Order in JobPlanner (and optionally include the Purchase Order as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Commitment form displays, see Email Commitment.
OR
Click the Close 
button (at the top or bottom of the form) to close the form.
Click here for more information on the Close function.
If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.
Click the Cancel
button to cancel the Close action and return to the Purchase Order - View/Maintain form (see the steps above)OR
Click the Don't Save
button to cancel changes to the Purchase Order. The list the function was invoked from displays, see Next Steps below.OR
Click the Save
button to save the Purchase including any information on the General, Schedule of Values or Financial Markups components (if applicable). The list the add or edit function was invoked from displays, see Next Steps below.More Information
When creating a new Purchase Order, see New Purchase Order (Overall Steps)
OR
When editing an existing Purchase Order, see Purchase Order - View/Maintain (Overall Steps)
