View Materials Order Details

Background

The Commitments tool is used to create commitment change orders or purchase orders for materials.

To view details about the materials in the commitment in the Materials tool, you can navigate to the 'Orders' tab in the Materials tool.

Things to Consider

  • Required User Permissions

  • The expected delivery date for the order, and all its line items, are set in the commitment's 'Contract Dates' section. See Edit a Commitment.

  • Changes to orders must be made in the Commitments tool.

Prerequisites

On an active project, the Commitments tool was used to create a commitment change order or purchase order for materials, and includes the following information:

  • The status is Approved

  • The Schedule of Values (SOV) includes the following for each line item:

    • Description

    • Unit of Measure (UOM)

Steps

  1. Navigate to the project's Materials tool.

  2. Click the Orders tab.

  3. Click the purchase order to view its details.

    • Click the Overview tab to view order information and line items.

      Tip

      You can configure column data and order for line items.

    • Click the Attachments tab to view any attachments.

    • Click the Related Documents tab to view shipments and receipts related to the order.

    • Click the Change History tab to see changes made.

See Also

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