The following fields are available on the Purchase Orders-General screen:
Vendor ID:
The ID of the vendor from whom the purchase is to be made. Click 
to view a list of Vendors. You can view the Filter screen to limit data available in the drop-down by clicking the Filters. . . link.
P.O. No:
Each purchase order created has a unique Purchase Order number. This number is auto generated by Web Suite 2014 whenever a new purchase order is created. This field is always pre-filled with a value one more than the previous Purchase Order number.
You will see 
next to P.O.No field for the approved Purchase Orders.
Ship To:
This drop-down enables you to select the place to which the purchased items have to be shipped to. The options available are: Client address, Client Contact Address, Project Address and Custom Address. Depending on the selection made in this field, the caption of the field below it changes accordingly.
Date:
Date on which the purchase order is created. It can be modified by either typing the date or choosing the date from the drop-down calendar.
Client/Client Contact/Project:
Depending on the selection made in Ship To field, this field changes accordingly. It can be a client, client contact or project. It determines that the purchased items will be shipped to the client, client contact or project address. If you select Custom Address in Ship To field, this field will get disabled.
Due Date:
Date when the purchase order is due to be received. It is not the same as the payment term. For legacy purchase orders, Web Suite sets the due date as the PO Date plus one month.
Address:
It displays the address of the client, client contact or project to which the purchased items will be sent to. If you select Custom Address in Ship To field, this field is blank but you can type the address manually.
Payment Term:
You can set the payment terms for a purchase order from the drop-down list, which will determine when the payment on the PO is due. These payment terms are retrieved from the Vendor screen, if available, but can be overwritten here.
History: (Edit or New mode)
Click opens the Purchase Orders History screen where you can view all the transactions recorded against a specific purchase order.
Filters [On/Off]:
Checked, will activate all the defined filters in the Purchase Order so that you can see only selected number of records in the drop-downs. Here, it affects the Vendor ID, Client ID, Project ID and Item ID fields only. Unchecked, it will deactivate all the filters.
Click the Filters link to display the relevant Filter screen wherein you can set the filters for selective viewing. On the filter screen, select the check box against the record you want to display in the drop-downs of the Purchase Order screen. To apply filters in the Purchase Order screen, check the Filters On/Off option.
Active:
A check mark indicates that the purchase order is active. Only active Purchase Orders are displayed in Purchase Order List screen so that you can receive items against them in the Receive Items screen. Inactive purchase orders are not displayed in the list.
Created By:
This read-only field displays the ID of the Web Suite user that created the PO.
Note:
Enables you to enter any additional comments for the purchase order. You can record an unlimited length text for the Purchase Order. Click 
to add current system date and time to your memo.
Attachments: (Edit mode)
Click to open the Attachments screen where you can attach one or more files to the Purchase item. The text link also displays the number of files being attached to the record. The attached files will be copied to the shared file attachment folder as specified by your Admin.
PO Item Details (Edit Mode)
You can also view these fields in the PO grid.
Project ID:
The ID of the project for which the purchase of the selected item is to be made. The drop-down displays the list of projects for the selected client.
Item ID:
The ID of the item purchased from a vendor. The drop-down list contains both service and expense items. You can view the Filter screen to limit data available in the drop-down by clicking the Filters (Activity) or (Expense) link. You can also click 
to choose to view Expense Items Only, Service Items Only or Both. Both is the default setting.
Is Service:
Indicates whether an item to be purchased from the vendor is a service item or an expense item. It gets automatically checked after you select the service item in the Item ID field. Else, remains unchecked. It is a non-editable field.
Units/Hours:
It is a numeric field showing the quantity of item to be purchased. It is the number of expense units or service hours ordered from a vendor.
Description:
The description of the item that is to be purchased. This field is automatically filled after you select the item.
Rate:
The rate at which the purchase is made for the selected item. The value is fetched from the Activity and Expense Codes, but can be changed for each item in the purchase order screen.
Amount:
The total amount charged for the selected item. This is computed based on the number of units and the rate applied.
Memo:
Click to type your memo for each line item of the purchase order. Click 
to add a date/time stamp to the memo.
Purchase Orders-General Tab Button Panel
Help:
Opens the Web Suite Help in the Purchase Orders section.
Workflow:
Opens the Workflow screen where you can track all the submit-approve events related to the POs.
Save:
Saves the record and takes you to the view mode of Purchase Order screen.
Update: (Edit mode)
Saves the changes made to the existing purchase orders. It is enabled only when you want to view or edit the existing purchase orders.
New:
Enables you to create a new Purchase Order. By default, you will find the pointer in the Vendor ID field. The P.O. No will be assigned automatically to the newly created Purchase Order and it' status will be Active.
Return: (Edit mode)
Closes the screen and takes you back to the Purchase Orders screen.
Close:
Closes the screen and takes you to the home page of Web Suite.