A purchase order groups individual lines. Each line can have its own material, quantity, date and confirmation status, so review the line-level evidence behind the overall order.
Before you start
Your workspace needs synced or maintained purchasing records and the relevant relationships. Available fields depend on source mappings.
Choose the object that holds the business record before applying search or filters.
Inspect a purchase order
Open Records → Purchase orders and find the order by its source identifier.
Open the order and inspect the supplier, site and relevant header information.
Open the line list and review material, ordered quantity, open quantity and units.
Compare requested, expected and confirmed dates using the fields configured for your workspace.
Follow related deliveries, receipts, tasks and conversations to understand what has changed.
Check the result
You can identify the exact lines that are unconfirmed, late, short or otherwise need work. A complete header-level summary should not hide unresolved line-level differences.
Read quantities in context
Ordered, confirmed, received and remaining quantities answer different questions. Check units and any split deliveries. Use the line’s current state rather than assuming the original ordered quantity is still open.
When dates disagree, identify whether the supplier’s latest commitment has been recorded in the field used by planning.
Choose the follow-up
Use confirmation work for missing commitments, status checks for an approaching confirmed date, and recovery work for supply that will not meet the need. Link the task to the specific lines.
If something does not look right
What you see | What to check |
The order is missing a line | Check source sync, line identifiers and the parent mapping. |
The dates conflict with a message | Review the evidence and update the authoritative record through the intended process. |
Does a supplier reply update every line automatically?
Does a supplier reply update every line automatically?
Review the task result and actual record values. Do not assume a message applies to lines it does not identify.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.