Viewing Purchase Orders and Document Attachments

Trades can view individual purchase orders by clicking the first icon in each row, which opens the corresponding .pdf document in a separate window. Once the PO is viewed by the trade, the Viewed By and View Date columns will indicate who viewed it and when it was viewed. PO document attachments are created by the builder once the PO is issued and sent to the supplier from the builder's Workflow Management Suite software.

 

  1. Click the purchase order's icon in the Status column.

 

  1. To view an attachment to a purchase order:

  1. In the Purchase Orders screen, click the appropriate purchase order's paper clip icon.

Note

For this version of the Trade Portal, every scheduled activity and purchase order will display with a document attachment icon that appears as a paper clip. However, each PO or schedule activity may not necessarily contain an attachment. Clicking the document attachment icon for POs and schedule activities without associated attachments will appear with the message, ”r;No records to display.”

 

  1. If a document attachment such as a floor plan, map, electrical spec, etc. is associated with the PO, it will appear in the next screen.

  2. Click the red arrow icon to open the attachment.

Tips

Pop-up blockers may prevent document attachments from opening.

To turn pop-up blockers off, see the section, Document Attachments and Pop-Up Blockers, found in the Schedule View topic.

 

 

Related Topics:

Navigating the Purchase Orders Screen

Ordering, Sorting, and Resizing Columns

Filtering Purchase Orders

Moving, Sorting and Resizing Columns

Archiving Purchase Orders

Schedule Views and Document Attachments