ZigaForm version 5.3.5

PO Reimbursables CDV

By |2021-07-26T15:01:46-05:00February 23rd, 2021|Comments Off on PO Reimbursables CDV
Print Friendly, PDF & Email

Type: Custom Data View

Reports Included: No

Description: List of purchase order items with a customer selected on the line entries and associated purchasing and invoicing transactions. This CDV is good for making sure the items you have purchased for a specific job have been received and subsequently invoiced.  The use of the reimbursables feature on invoices is required to show the invoiced transactions.

Drill Down: Yes, opens purchase order.

Columns and data for the PO Reimbursables Custom Data View are outlined below:

 

Column Name Form Field Notes
Item Name Purchase Order Line Item Name
PO Item Qty Purchase Order Line Item Qty
PO Item Cost Purchase Order Line Item Rate
PO Item Amount Purchase Order Line Item Amount
Item Manufacturer Item Equipment Manufacturer
Item Equip Type Item Equipment Type
Item Type Item Type
PO Vendor Name Purchase Order Vendor
PO Number Purchase Order Number
PO Date Purchase Order Date
PO Expected Date Purchase Order Expected Date
PO Memo Purchase Order Memo
PO Closed? Purchase Order Header Closed
PO Vendor Address Purchase Order Vendor Address
PO Vendor Address2 Purchase Order Vendor Address 2
PO Vendor City/State/Zip Purchase Order Vendor City, State, Zip
PO Ship To Name Purchase Order Ship To Name
PO Ship To Address Purchase Order Ship To Address
PO Ship To Address2 Purchase Order Ship To Address
PO Ship To City/State/Zip Purchase Order Ship To City, State, Zip
Customer:Job Name Purchase Order Line Item Customer:Job Name
Customer:Job Display Purchase Order Line Item Customer:Job Full Name
PO Item Description Purchase Order Line Item Description
PO Line Item Order Purchase Order Line Item Order
PO Qty Rcvd Purchase Order Line Item Received Qty
PO Item Closed? Purchase Order Line Item Closed
Receipt Date Item Receipt/ Bill / Check /Credit Card Charge Receipt Date
Receipt Type Item Receipt/ Bill / Check /Credit Card Charge Receipt Transaction Type
Receipt Ref # Item Receipt/ Bill / Check /Credit Card Charge Receipt Reference #
Receipt Qty item Receipt/ Bill / Check /Credit Card Charge Receipt Qty
Receipt Warehouse Item Receipt/ Bill / Check /Credit Card Charge Line Warehouse
Receipt Serial Number Item Receipt/ Bill / Check /Credit Card Charge Reference Number
PO Item Department Name Purchase Order Line Item Dept Name
PO Item Department Display Purchase Order Line Item Dept Full Name
Reimb? Purchase Order **** This field will be Yes if the line has been place on an invoice or sale using the Reimbursables option from an invoice or sale.
Invoiced? Invoice or Sale **** This field will be Yes if the PO Line Item has been invoiced.
Invoice Date Invoice or Sale Associated Invoice/Sale Date
Invoice Number Invoice or Sale Associated Invoice/Sale Number
PO Item WO Number Purchase Order Associated WO Number
PO Item WO Status Purchase Order Associated WO Status
PO Item WO Date Purchase Order Associated WO Date
POItemID Purchase Order Table ID for PO Item Line
ItemID Item Table ID for Item
POID Purchase Order Table ID for Purchase Order
CustID Customer:Job Table ID for Customer
DeptID Department Table ID form Department
WOID Work Order Table ID for Work Order
BillID Item Receipt/ Bill / Check /Credit Card Charge Table ID for Transaction
InvoiceID Invoice or Sale Tabble ID for Transaction
VendorID Vendor Table ID for Vendor

Share This Story, Choose Your Platform!

About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Go to Top