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Tracking the expected dates of individual PO items

Zigaflow allows you track track individual items on a PO and see these dates on the source Job/Sales Order

You can track the expected date of each item on a PO, and also see this on the linked Job/Sales Order.

Set expected dates on the PO

1. This uses the "Expected Date" column on the PO. If you can't see it, click on "Screen Options"

Purchase order line items section with the Screen Options button highlighted next to Collapse All, above the items table

2. Click on the toggle to make it visible

Choose which columns panel for the Items tab, search "ex" showing Expected Date with its Edit Page toggle highlighted

3. Click the edit icon.

Purchase order line items table with the edit icon highlighted on the first row, beside the Supplier Invoice Status column

4. You can now edit each item's expected date. When you change the expected date for the whole PO, you have the option of setting them all at once.

Purchase order line item with the Date Expected date picker open for April 2024, the 11th highlighted as the new date

5. Tick to confirm

Purchase order line item with a Date Expected entered and the checkmark button at the end of the row highlighted to confirm

View dates on the job or sales order

6. To view the dates on the linked Job/Sales Order, open that document (for example, using the icon at the top of the PO)

Purchase Order screen with the linked job tooltip "JB1341-1 Invoiced" highlighted beside the icon at the top of the PO

7. On the Job/Sales Order, click on "Screen Options" to add the fields to the grid. Note that these will not be shown if there are no PO(s) currently linked to the Job/Sales Order

Job/Sales Order page with the Screen Options button highlighted next to Collapse All, above the line items grid

8. Show the "PO Details" column

Choose which columns" panel filtered by "po", with the Edit Page toggle for the PO Details field highlighted

9. Click away from the pull-out to close it

Items tab column pull-out with "po" search showing PO Details field, orange circle marking the area outside to click and close

10. The "Expected Date" is now pulled through from the linked PO(s)

Job items table with Linked Purchase Orders columns, highlighting the Date Expected value pulled from the linked PO reference

Learn more: purchase orders in Zigaflow

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