View all Funds for the Purchase Order

You can link to funds from the Purchase Order workform to see all the funds used in the purchase order. Each distinct fund is listed only once even if it was used in multiple purchase order line item segments.

Tip:
You can search for a purchase order and link to the funds from the Find Tool results list without opening the purchase order. Select the purchase order in the results list, right-click and select Links, Funds. You can also link to the fund from any linked list box that displays purchase orders.

To view a list of all the funds used in a purchase order:

1. Open the Purchase Order workform.
2. Select Links > Funds from the Purchase Order menu.

If the purchase order is linked to only one fund, the Fund workform appears. If the purchase order is linked to multiple funds, a linked list box displays the funds used in the purchase order. This list includes the funds used to pay for charges at the purchase order header level, such as shipping for the whole order, and funds used to pay for the materials at the purchase order line item segment level. Each linked fund is listed only once.



Tip:
You can also see the fund hierarchy by right-clicking and selecting Explore.

3. To open a fund displayed in the Linked Funds box, double-click it or right-click and select Open.

The Fund workform appears.