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Purchase document workspaces and enquiries

Use the purchase document workspaces and enquiries to investigate and find information about your purchase orders and returns and associated order lines. Depending on how complete the order is you view details such as requested goods and services, goods received for each order line, and matched invoices for each order line.

You can amend workspaces to display data to suit your business processes or current task. You can use the filter options and column selector to choose the data that is displayed.

You can use the Workspace Designer to change the content or to create your own workspaces. You can add or remove content and change the available actions, the reports, the columns and how they are displayed, the default filters used for the toolbar filter and so on.

In the desktop application, workspaces can be opened from the menu or from the drop-down list.

In the web browser, workspaces are opened from the drop-down list.

To open from the drop-down list, click the arrow next to the workspace title to open another workspace .

The following workspaces and enquiries are available in Purchase Order Processing.

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