5.1. Purchase Order Detailed View:

When the subject of the purchase order is clicked from the purchase order homepage, it displays the detailed view of the purchase order. This detailed view reveals detailed information about the purchase order. The following table summarizes the information revealed on the purchase order detailed view page.

 

Purchase order information Detailed information about the purchase order
Custom information Custom information about the purchase order
Address information Address details for the purchase order
Terms and conditions Terms and conditions of the purchase order
Description information Description information of the purchase order
Item details Detail of items included in the purchase order
Activities List of activities associated with the purchase order
Documents List of documents associated with the purchase order
Activity history History of the activities associated with the purchase order.
Purchase order status history Previous record of the purchase order status

 

Along with revealing this information, you can also perform the following operations on purchase order from the detailed view page.

 

Edit Change the properties of purchase orders.
Delete Remove the purchase order from the TDS CRM.
Duplicate Create a new purchase order by duplicating and making changes in the existing record.
Add activities Add activities associated with the purchase order.
Select documents Associate existing documents with the purchase order,
Add documents Create new documents for associating with the purchase order.
Manage checklist Manage checklist of the purchase order
Export to PDF Create PDF of the purchase order.
Send email with PDF Send the purchase order PDF as an email attachment.