Archive Purchase Orders
Users can archive purchase orders from the New
Purchase Orders tab, whether they
are issued, approved or cancelled. To access the currently-archived purchase
orders, click the Archived Purchase Orders
tab.
|
Notes |
After
logging into the Trade Portal for the first time, some older Purchase
Orders will automatically appear as archived (in the Archived
Purchase Orders tab). This is by design, and only the most recently-issued,
approved and cancelled purchase orders maintained by the builder's software
(BuilderMT's Workflow Management Suite version 4.5 and newer) will appear
in the New
Purchase Orders tab.
Change orders and variances created
by the builder in BuilderMT's Workflow Management Suite version 4.5 and
newer will appear as individual purchase orders viewable by the trade
user.
It is recommended that the trade's Purchasing user or Administrator
manually archive the appropriate purchase orders found in the New Purchase
Orders tab after logging into the Trade Portal for the first time. |
In the purchase order’s
row, single-click the Archive
icon.
|
Tip |
Hovering the mouse over the icon displays the status of the PO. |
The
Purchase Order screen refreshes
itself, and the archived PO no longer appears in the New
Purchase Orders tab.
The
newly-archived PO now displays in the Archived
Purchase Order tab, shown below.
If a user archived a purchase order, the date, time and user who archived
it appears in the Archive Date
and Archived By columns.
Related Topics:
Introduction to Purchase
Orders Screen
Navigating the Purchase
Orders Screen
Ordering, Sorting and Resizing
Columns
Filtering Purchase Orders
Archiving Purchase Orders
