# Purchase Transaction Summary
Linked document graph for a purchase transaction — shows how quotations, orders, receipts, invoices, payments, and related documents connect.
Overview
Open from any purchase transaction view — click the expand icon on a Purchase Quotation, Purchase Order, Work Order, Purchase Invoice, Receipt Note, Debit Note, or Payment Voucher.
Panel title in ERP: Purchase Transaction Summary
What it shows. A linked document tree for the selected transaction. Each node shows the document type, number, date, amount, and status. Parent-child links trace the flow — for example, Quotation → Order → Receipt Note → Invoice → Payment Voucher.
When to use it. Use to trace the full lifecycle of a purchase from quotation through payment, verify that all linked documents exist, or quickly navigate to related records without searching manually.
How it is built. The summary reads document links stored when downstream documents are created from upstream ones (e.g., Create Order from Quotation, Create Invoice from Order). Unlinked documents appear as standalone nodes.
Use Cases
- Audit trail — Open a purchase invoice and expand the summary to confirm it was created from an approved order and receipt note.
- Pending fulfillment check — Open a purchase order and see whether receipt notes and invoices have been created for all lines.
- Payment verification — From an invoice, trace linked payment vouchers to confirm settlement status.
- Subcontracting flow review — On a subcontracting order, view the chain of Issue → Receipt → Invoice documents in one panel.
Filters
This panel has no separate filters. It displays all documents linked to the currently open transaction. The scope is determined by the source document you expand.
Columns
| **Field** | **Description** |
|-----------|-----------------|
| Document Type | Type of linked document (Quotation, Order, Work Order, Receipt Note, Issue, Receipt, Invoice, Debit Note, Payment Voucher, etc.). |
| Number | Document reference number. Click to open the document. |
| Date | Document date. |
| Amount | Document total amount. |
| Status | Current status (Draft, Approved, Cancelled, Closed, etc.). |
| Link Type | How the document was created (converted, linked, or standalone). |
> Documents are displayed in a hierarchical tree reflecting the creation sequence.
Actions
- Expand icon — open the Purchase Transaction Summary panel from a purchase transaction view
- Document link — click a document number to navigate to that record
- Collapse — close the summary panel to return to the transaction form
FAQ
Where do I find the expand icon?
On the purchase transaction view screen (quotation, order, invoice, etc.), look for the expand icon in the header or side panel area.
Why is a document missing from the summary?
Only documents explicitly linked during creation appear. Documents created independently without linking to the source will not show in the tree.
Does the summary show journal entries?
No. It shows purchase module documents and payment vouchers. Accounting journal details are available in the Journal section of the invoice view.
Can I export the transaction summary?
No. This is an on-screen linked document view. Use individual document print or export options for each linked record.
What documents appear in the tree?
Quotations, orders, work orders, receipt notes, invoices, return orders, debit notes, expenses, and payments explicitly linked to the source document.
Why does payment show but not the invoice?
Payments may link directly to an order or expense. Open the payment voucher to see which documents it settles.
Is this the same as Journal Info?
No. Transaction Summary shows linked purchase documents. Journal Info on each document shows accounting entries.