The Purchase Order represents a purchase order raised with a supplier, detailing the agreed transaction between a buyer and a seller. It includes the order and delivery dates, status, supplier (business) details, financial amounts and the individual line items being purchased. Use this area to monitor your procurement process and set up alerts for conditions such as a purchase order being submitted or authorised, exceeding a certain amount, or having an approaching expected delivery date.
The AI will only look back at 12 months' worth of data.
Key Properties:
PurchaseOrderNumber: The purchase order number.
PurchaseOrderDate: The date the purchase order was raised or created. This is the primary date for time-based questions.
DeliveryDate: The delivery date recorded on the purchase order header. May differ from the expected arrival date.
ExpectedArrivalDate: The date the ordered goods are expected to be received. Use this for "expected delivery date" questions.
Status: The current status of the purchase order. One of: EMPTY, AUTHORISED, BILLED, Closed, CONVERTED, DRAFT, Open, SUBMITTED. Casing is significant.
Reference: A reference code for the purchase order.
PurchaseOrderType: The type of purchase order.
LineAmountType: Whether line amounts are tax exclusive, inclusive or no tax.
DeliveryAddress: The address where the order will be delivered.
AttentionTo: The contact person the delivery is addressed to.
PhoneNumber: The delivery contact phone number.
DeliveryInstructions: Any special instructions for the delivery.
HasDiscount: Indicates whether a discount applies to the purchase order.
SubTotal: The purchase-order amount excluding tax (Total = SubTotal + Tax).
Tax: The total tax on the purchase order.
Total: The total purchase-order amount including tax (SubTotal + Tax). Use this for total-amount thresholds.
CurrencyCode: The ISO 4217 currency code of the purchase order (e.g. AUD, USD).
CurrencyRate: The exchange rate applied to convert the purchase-order currency to the organisation's base currency.
BusinessName: The supplier/vendor business name on the purchase order (also known as Supplier, Contact or Vendor). Use this to match a named company.
MatchedBusinessName: The business name as matched against the external business registry (may differ from the ledger-entered BusinessName).
ContactTaxNumber: The tax number recorded against the supplier contact.
TaxNumber: Another tax number recorded for the supplier.
CompanyNumber: The company number of the supplier.
AccountsReceivable: The amount receivable from the supplier.
AccountsReceivableOverdue: The overdue receivables from the supplier.
AccountsReceivableTaxType: The tax type for accounts receivable.
AccountsPayable: The amount payable to the supplier.
AccountsPayableOverdue: The overdue payables to the supplier.
AccountsPayableTaxType: The tax type for accounts payable.
BusinessPaymentTerms: The payment terms agreed with the supplier.
BusinessHasBankAccount: Indicates whether the supplier has a bank account on file.
BusinessDiscount: The standing discount offered by the supplier.
ContactType: The type of contact (e.g. Supplier, Vendor).
BusinessRegistrationStatus: The supplier's business registration status (e.g. Active, Cancelled).
BusinessRegistrationStatusDate: The date of the supplier's business registration status.
IsTaxRegistered: Indicates whether the supplier is registered for sales tax (GST/VAT).
TaxRegistrationStatusDate: The date of the supplier's tax registration status.
TaxRegistrationNumber: The supplier's tax registration number.
SourceLink: A link back to the purchase order in the accounting system.
BusinessGroups: The list of contact (business) groups the supplier belongs to.
ContactGroup
BusinessGroupName: The name of the business group.
BusinessGroupStatus: The status of the business group (e.g. Active, Archived).
Lines: A list of purchase order lines detailing the individual items or services being purchased.
PurchaseOrderLine
LineItemDescription: Description of the line item.
LineItemQuantity: Quantity of the line item.
LineItemUnitAmount: Unit amount of the line item.
LineItemSubTotal: Subtotal amount of the line item.
ItemCode: The item code for the line.
LineItemTaxAmount: Tax amount for the line item.
LineItemTaxType: Tax type code for the line item.
LineItemTaxTypeName: Tax type name for the line item.
TaxRate: The tax rate applied to the line item.
LineItemTotalAmount: Total amount for the line item.
AccountClassification: Classification of the account.
AccountType: Type of the account.
AccountCode: Code of the account.
AccountName: Name of the account.
TrackingCategories: List of tracking category items.
TrackingCategoryItem
TrackingCategoryName: Name of the tracking category.
TrackingCategoryOption: Option of the tracking category.
📝 Example Alerts
Alert me when a purchase order is authorised for TechHub Pty Ltd.
Alert me when the total amount for a purchase order exceeds $10,000.
Alert me when the expected delivery date for a purchase order is within the next week.