TRAX MANUALS > Orders > Orders Module > Orders, Update Menu > Purchase Order Supervisor

Purchase Order Supervisor

The Purchase Order Supervisor window has all of the same functionality as the Purchase Order window. The main difference being that the supervisor window will display all Purchase Orders, regardless of the User ID that created the order. This window is used for supervisors and managers to review the Purchase Orders before they are sent for authorization.

This window is security controlled via Security Explorer/ Orders/ Update/ Repair Order Supervisor. For additional information, refer to the Security Explorer via the System Administration Training Manual.

The Delete button is security controlled via the following Supervisor Detail and Header windows. For additional information, refer to the Security Explorer via the System Administration Training Manual.

Additional Functionality:

If one user attempts to edit a Purchase Order record that is currently being edited/viewed by another user, the following warning will prevent the second user from editing the same Order:

The Unlock button in the Order Supervisor Header, Informational tab allows the user to access and update the Order in the event that the record has been locked in error.

This button is security-controlled via Orders/ Update/ Purchase Order Supervisor/ Purchase Order Unlock. For more information refer to the Security Explorer.

When a user has an Order record opened, the Unlock button will appear for other users with security access in the Order Supervisor Header, Informational tab with the In Use checkbox selected and the initial user with the record opened indicated.

Upon selecting the Unlock button, the following prompt appears asking the user whether or not to unlock the record. If the user selects 'Yes,' the record is unlocked, it can be access/updated, and it is no longer indicated as In Use in the Order Supervisor Header, Informational tab.