Jolene from Helston in the UK asked if she could track her Purchase Orders by project or job using the free version of SpendMap…

“Most of our jobs are ongoing and can take up to 6 months to complete, is there an easy way of viewing all items purchased for just one particular job?“

Yes, there are a number of ways that you can get a list of items purchased for a project or job. There is a Job Master File and a Project Master File under the Master Files menu section, so you can put your project/job numbers in there, then select the applicable number in the Project or Job Fields on the Purchase Order Line Item Details screen.

At that point SpendMap will know which project or job each Purchase Order is for, so you can sort and/or filter many reports by these fields.  For example, try running the PO Listing Report for a particular project or job, using this menu option…
– PURCHASING > Reports > Purchase Order Reports > PO Listing

Again, that’s just one report that can be run by project or job but there are many others.

You can also search for Purchase Orders and other transactions on-screen using these fields.  For details, see this section of the Online Help…
– System-Wide Features and Information > System-Wide Features and Utilities > Lookup (Searching)

On a separate but related note, the Project and Job Fields are user-definable (i.e. you can rename the field titles), and there are also other user-definable “account coding” or “tracking” fields available in SpendMap, some of which have even more capabilities than the Project and Job Fields.  So if you only need to track purchases by Project or Job but nothing else, you might want to use the (user-definable) Cost Center field, rather than the Project or Job fields, since there is more reporting available for the Cost Center Field than any of the other fields.  So consider renaming “Cost Center” to “Job” and then you can use the Job Field for something else, or you can just rename it to “N/A” or “Not Used” or something if you don’t need it (you can’t have two fields with the same title).

For more details, take a look at the subsection called “Account Code Fields and Segmentation”, in this section of the Online Help…
– System-Wide Features and Information > Master Files > Account Coding (Overview & Guidelines)

Have a great day!