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Purchase Order - View/Maintain - General Component (Overview)

Updated 1 week ago by Customer Service

View and/or change General Purchase Order Information

When viewing or maintaining Purchase Order information, the Purchase Order - View/Maintain form displays. There are multiple components on the Purchase Order Form and the General component of the New Purchase Order form displays all the General Information about the Purchase Order.

From the General component:

All the general Purchase Order information can be viewed.
If the user has Edit or Admin permissions on Commitments, it is also where the general Purchase Order information can be entered and/or changed.

The General component is displayed by default when the View/Maintain function is initiated or it can be navigated to as required, see and Purchase Order – View/Maintain - Form Navigation for more information.

Display of the General Component

The display of the General component depends on various factors:

Purchase Order Core Fields visible	There are Core fields prebuilt into the system for Purchase Orders. All the Purchase Order Core Fields except for the Contracted Company can be turned on/off to display for the organization. This enables the organization to customize the Purchase Order form for their specific information. Therefore, not all Core Fields may display on the Purchase Order General Component. In addition, if a Core Field is visible, it can be set to be required or not for the organization (so may display with an asterisk). See Permissions - System Features - Settings for more information.
Purchase Order Custom Fields	Custom Fields specific to an Organization can also be added into the system. This enables the organization to customize the Purchase Order form for their specific information where there is not a Core Field to store that information. Therefore, the Purchase Order General component may display an Additional Information section where the custom fields can be entered. Users with permissions to change Settings for Commitments (see Permissions - System Features - Settings) can: In addition, a Custom Field can be set to be required or not, so it may display with an asterisk. See Permissions - System Features - Settings for more information.
User Permissions on Commitments	Users with different permissions will see different information and can edit different information. More information on this is described below.
Rich Text or Plain Text for Description/Notes, Inclusions or Exclusions	How the Description/Notes, Inclusions and Exclusions display 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, Inclusions or Exclusions are entered and display as plain text or rich text.

For more information, see Purchase Order – View/Maintain - Form Layout.

Sections on the General component and Permissions

On the General component there are different sections:

Section

Description

General Information

General information about the Purchase Order such as the Contracted Company, Invoice Contact, Title, Number, Description etc.

This section will always display.

The Contracted Company will always display in this section as it is a required field. However, all the other Core Fields in the General Information section can be set to be visible or not and required (see above).

Users with Edit permissions on Commitments can view all the information, but can not edit all the information.

Users with Admin permissions on Commitments can view and change all the information.

See Purchase Order - General - General Information for more details.

Contract Dates

Dates specific to the Purchase Order such as Delivery Date, Start Date, Contract Date etc.

All the Core Fields in the Contract Dates section for Purchase Orders can be set to be visible or not and required. REF:20260929-06a

Users with Admin or Edit permissions can view and change all the information.

See Purchase Order - General - Contract Dates.

Purchase Order Billing Info

Bill To and Ship To information for the Purchase Order.

There are multiple fields in both the Bill To and Ship To as well as function buttons to automatically populate the information.

The entire Bill To or Ship To section can be set to visible or not (not individual fields in each).

If both Bill To or Ship To are set to not be visible, this section does not display on the General Component.

Users with Admin or Edit permissions can view and change all the information.

See Purchase Order - General - Purchase Order Billing Info.

Purchase Order Details

This is the Shipping Info/Shipping Terms.

There is only one Core Field in this section that can be set to be visible or not and required. REF:20260929-06b

Users with Admin or Edit permissions can view and change all the information.

See Purchase Order - General - Purchase Order Details.

Additional Information

This section displays any Custom fields entered.

If no Custom fields are entered, this section does not display on the General Component.

Users with Admin or Edit permissions can view and change all the information.

See Purchase Order - General - Additional Information.

Other

For more information about all the other sections below, see Purchase Order - General - Other.

Attachments

These are documents such as supporting files that can be uploaded to the Purchase Order.