The PO Dashboard shows recent and searchable Purchase Order history with quick actions for printing, copying, reopening, and inspection request printing.
What this screen is for
Use PO Dashboard when you need a broader PO history view than Open Purchase Orders, or when you need to copy a PO, reopen a closed PO, print a PO, or print an inspection request.
Screen path
Dashboard > Purchasing > Purchase Orders > PO Dashboard
PAX opens Purchase Orders Dashboard.
Search and list
Without search, the dashboard shows Purchase Orders from the last 6 months for performance. Use search to find older POs.
The search box searches by PO number, vendor, status, date, amount, or part number.
The list includes:
| Column | What it shows |
|---|---|
PO Number |
Purchase Order number. |
Vendor |
Vendor display name and secondary vendor name when available. |
Date |
PO date. |
Status |
Current PO status. |
Total Amount |
Total amount from active PO lines. |
Actions |
Available actions for the PO. |
The dashboard loads more rows as the user scrolls.
Actions
| Action | What it does |
|---|---|
Print PO |
Opens the PO PDF. |
Copy |
Opens a new PO form copied from the selected PO. |
Reopen |
Shown for Closed POs. Moves the PO back to Issued when allowed. |
Print Inspection Req |
Shown when the PO has received lines that require inspection. Opens the inspection request PDF. |
Copy behavior
Copying a PO opens the New Purchase Order form with the source PO data copied into a new order.
PAX sets the new order date to today and shifts the required date by the same calendar-day offset as the source PO. Lines, vendor, addresses, payment terms, shipping method, currency, exchange rate, FOB, notes, quantities, unit prices, GL accounts, and supplier details are copied where available.
The copied PO is not created until the user selects Create Purchase Order.
Reopen behavior
Reopen is available only for Closed POs in the dashboard.
PAX can reopen a Closed PO to Issued only when no active vendor invoice or linked vendor payment blocks the correction. Reopening restores quantity on order for eligible open inventory quantities and clears active outside-service scrap records tied to the PO so work order outside-service costs can be recalculated.
Use reopen only when a closed PO genuinely needs correction.
What happens behind the scenes
Searching and viewing the dashboard reads PO records. It does not update PO status, inventory, AP, receiving, or GL.
Printing generates PDFs from current PO data.
Copying prepares a new unsaved PO form.
Reopening changes the PO status to Issued and updates quantity on order and outside-service recalculation behavior when allowed.