Long Description

The Long Description tab allows the creator of the purchase order to add additional descriptions or comments to the selected purchase order. The description or comment can be viewed online or printed on the purchase order.

Long Description information can also be included on the printed/previewed purchase order by selecting the Print Long Description field on the Printing Parameters tab.

To open the Long Description tab, hover over a PO Number on the Purchase Orders screen and select Edit from the pop-up menu.
-or-
Click the Click here to add a purchase order link.

The Information fields on the Long Description tab are:

Information
Field Description
PO Number The purchase order number.
Type

The type of purchase order. Can be one of:

  • All—all types of items.

  • Miscellaneous—items that must be ordered and may be tied to a work order (optional). Some examples include coffee, printer paper, and sublet services.

  • Equipment—machines identified with stock numbers (typically with serial numbers).

  • Fixed Assets—items for the dealership that undergo scheduled depreciation.  Possible items include laptops or machines. Requires Feature 502 - Fixed Assets.

  • Equipment Replenishment—used to suggest machine stock orders for maintaining inventory via minimum order levels.
Status The current status of the purchase order.
Location The branch location where the purchase order was created.

Use these buttons to complete your work on the Long Description tab:

Button Function
Save

Saves changes made on the purchase order.

Note:  
Only the user who created the purchase order can save changes to a purchase order.
Close Closes the purchase order and returns to the Purchase Orders screen.

Data Source: POLD

Security: 603 - PO System

Revision: 2024.01