Client Purchase Orders Dashboard

Browse Client Purchase Orders (CPO) across Build Plans:

1. Sign in to the Fieldclix web portal.
2. Side menu → CIM → Purchase Orders.

The dashboard has two tabs:

• PO — one row per client purchase order (headers, balances, status)
• PO Lines — line-level detail across those orders

Use the dashboard to find CPOs quickly, filter and search, save views, export, and open related documents — without opening each Build Plan first.

Who can open it: employees with the Financial role (same as access to the CIM Purchase Orders reference).

Create from the list: if Desktop Integration is on, click New Purchase Order, pick a Build Plan, then finish entering the CPO in desktop. You can still create a CPO from the Build Plan CIM tab (New Purchase Order), as described in the following articles:

• Enter Client Purchase Order (CPO) with QTY and Unit Cost
• Enter Client Purchase Order (CPO) with Total only

Also available: Desktop Quick Launch → CIM Purchase Orders; Build Plan → CIM tab for that job only.