Viewing Purchase Orders and Vendor Bills Entered for a Project Task

You can view purchase orders and vendor bills entered for a project task from the project task record. Only purchase orders and vendor bills that are associated with the project where the project task belongs are displayed. For more information, see Associating Purchase Orders and Vendor Bills to a Project or Project Task.

To view purchase orders and vendor bills entered for a project task:

1. Go to Lists > Relationships > Projects.

2. Click View next to the project with the project task you want to view.

3. On the Schedule subtab, click the project task name.

4. On the project task record, click the Procurement subtab.

5. Click the Purchase Orders subtab to display the purchase orders entered for the project task.

   The Purchase Orders subtab contains a table with the following information:

   Column	Description
   Edit | View	Click Edit to open the purchase order in edit mode. Click View to open the purchase order in view mode.
   Date	This column displays the purchase order date.
   PO #	This column displays the purchase order number.
   Vendor	This column displays the vendor name in the purchase order. Click the vendor name to open the vendor record.
   Amount	This column displays the purchase order amount in the project’s primary currency. Note: The amount shown does not include taxes. Open the transaction record to see the full transaction amount, including taxes.
   Status	This column displays the status of the purchase order.
   Receive By	This column displays the date when the items in the purchase order are needed. The value is from the Receive By date field in the purchase order form.

6. Click the Vendor Bills subtab to display the vendor bills entered for the project task.

   The Vendor Bills subtab contains a table with the following information:

   Column	Description
   Date	This column displays the vendor bill date.
   Transaction Number	This column displays the vendor bill transaction number. Click the transaction number to open the vendor bill record.
   PO #	This column displays the purchase order number of purchase orders related to the vendor bill. Only a maximum of 300 characters or around ten purchase orders can be displayed in this column. You can view all purchase orders in the Related Records subtab of the of the vendor bill record or project record.
   Vendor	This column displays the vendor name in the vendor bill. Click the vendor name to open the vendor record.
   Amount	This column displays the vendor bill amount in the project’s primary currency. Note: The amount shown does not include taxes. Open the transaction record to see the full transaction amount, including taxes.
   Status	This column displays the status of the vendor bill.

Related Topics

Viewing Project Procurement Transactions

Viewing the Total Invoiced Amount From Billable Items and Expenses for a Project

Viewing Purchase Orders and Vendor Bills Entered for a Project

General Notices