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Procore

View Order Details

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 In Beta
This feature is currently in beta for select Procore customers.

Objective

To view the details of an order in the Materials tool.

Background

The Commitments tool is used to create purchase orders and commitment change orders for materials. Commitments appear in the Materials tool when the commitment meets the following criteria:

  • The status is 'Approved'
  • The Schedule of Values (SOV) includes the following for each line item:
    • Description
    • Unit of Measure (UOM)

To view details about the materials in the commitment in the Materials tool, you can navigate to the 'Orders' sub tab in the Materials tool.

Things to Consider

Prerequisites

  • The Commitments tool was used to create a purchase order or change order for materials, and includes the following information:
    • The status is 'Approved'
    • The Schedule of Values (SOV) includes the following for each line item:
      • Description
      • Unit of Measure (UOM)

Steps

  1. Navigate to the project's Materials tool.
  2. Click the Control tab.
  3. Click the Orders sub tab.
  4. Optional: Search and Filter Orders
  5. Click the PO number.
  6. Review the order details in the following sections:
    • Order Properties
    • Status
    • Shipments
    • Document Line Items
    • Activity
    • Attachments
       Tip
      To edit an order, you should do so in the Commitments tool. See Edit Subcontracts.
  7. Optional: Continue your workflow by taking the following actions: