Purchase Order - View/Maintain - General Component - Edit (Examples & Steps)

Updated 2 weeks ago by Customer Service

Suggested Prior Reading

Commitment - View

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

Purchase Order - General Component - Edit

This help applies to Users who have Edit or Admin permissions on Commitments and are viewing the General component on the Purchase Order - View/Maintain form (see Commitment - View for more information).

Only users with Admin permissions can change all the fields on the form.

Users with only Edit permissions can not view and change all the information (see the first example below).

The following gives some different examples of how the General component looks in Edit mode only and Admin mode.

For more information on the overall layout of the Purchase Order form, see Purchase Order - View/Maintain - Form Layout.

Click here for an example of a User with Edit permissions and No Permissions on Commitment Change Orders and Payables Invoices

The following shows a User with Edit permissions but no permissions on Commitment Change Orders or Payable Invoices.

The Form Navigation Menu options show the General and Schedule of Values.

There is an Export button to export the Purchase Order to a PDF.

There is Save and Close buttons that appear at both the top and bottom of the form.

The Status, Invoice Contact and Terms are view only and not editable.

For Attachments, Certificate of Insurance, W9, Lien Waivers, Signed Documents and Affidavits, files can be uploaded, viewed or downloaded but they can not be deleted.

For Certificate of Insurance, W9, Lien Waivers, if they are required for payment, the status of any files uploaded can be viewed.

Executed Documents can only be viewed or downloaded.

Click here for an example of a User with Admin permissions and Admin permissions on Commitment Change Orders and Payables Invoices

The following shows a User with Admin permissions on Commitments as well as Commitment Change Orders and Payable Invoices.

The Form Navigation Menu options show the General, Schedule of Values, Change Orders, Invoices, Payments and Financial Markup components.
There is an Email button to email the Purchase Order.

There is an Export button to export the Purchase Order to a PDF.

There is Close , Save and Save & Email buttons that appear at both the top and bottom of the form.

All of the Core Fields are editable.

To view/change the information on the General Component

1. If the Purchase Order - View/Maintain form is not displayed, select the Purchase Order to view, see Commitment - View.
2. Ensure the General Component is selected, see Purchase Order - View/Maintain - Form Navigation.

To view the Information

1. Scroll up and down the form to view the information as required.
   For definitions of Purchase Order Core Fields, see Purchase Order - Fields - Definitions.

To change the Information

1. To change the General Information, see Purchase Order - General - General Information (Overview).
2. To change Contract Dates, see Purchase Order - General - Contract Dates.
3. To change Purchase Order Billing Info, see Purchase Order - General - Purchase Order Billing Info
4. To change Purchase Order Details, see Purchase Order - General - Purchase Order Details
5. To change all other information, see Purchase Order - General - Other

View/Maintain Other Information or Save, Close or Save & Email the Purchase Order

1. 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 re-save the Purchase Order and close the form.
   Click here for more information on the Save function.

   The Save button is only available if the user has Add, Edit, Edit SOV or Admin permissions on Commitments.
   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 is only available if the user has Admin permissions on Commitments.
   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 no information was changed or entered, the list the function was invoked from displays, see Next Steps below.
   
   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

Create or maintain the Purchase Order Schedule of Values, see Commitment - Schedule of Values (Overview).

Export the Purchase Order, see Purchase Order - View/Maintain - Export.

If the User has at least view access to Commitment Change Orders, view the list of Change Orders for the Purchase Order, see List of Change Orders for a specific Commitment.

If the User has at least view access to Payable Invoices:

• View the list of Invoices for the Purchase Order and any Change Orders, see List of Invoices for a specific Commitment.
• View the list of Payments for the Purchase Order and any Change Orders, see List of Payments for a specific Commitment.

If the user has Admin permissions:

• Create or maintain Purchase Order Financial Markups, see Commitment - Financial Markups (Overview).
• Email the Purchase Order, see Purchase Order - View/Maintain - Email.
• View History for the Purchase Order, see Purchase Order - View/Maintain - History.
• If the Purchase Order Status enables deleting, see Purchase Order - View/Maintain - Delete.

Next Steps

Commitments List - Overview

How did we do?