The Client Purchase Order Data Source allows you to report on Client Purchase Orders and their related line items, Project associations, and financial details. Using the available Views, you can build reports to analyze Purchase Order allocations across Projects, track which users created or modified POs, and understand Client-specific spending in various currencies. Ideal for financial oversight, contract management, and client billing analysis.
This article lists all the Fields available for each View currently supported under the Client Purchase Order Data Source in Upland Analytics.
When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.
- Alternate Project Manager
- Client
- Client Created By User
- Client Currency
- Client Modified By User
- Client PO
- Client PO Line Items
- Client PO Project Associations
- Project
- Project Manager
- Scope - All Projects
- Scope - Available Projects
- Scope - Client Contacts
- Scope - My Projects
Note: This page is being updated as new information becomes available.
Alternate Project Manager
Alternate Project Manager
| Field Name | Description | Type |
|---|---|---|
| Alternate Project Manager First Name | This is the First name of the Alternate Project manager. |
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| Alternate Project Manager Id | This is the Id of the Alternate Project manager. |
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| Alternate Project Manager Last Name | This is the Last name of the Alternate Project manager. |
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Client
Client
| Field Name | Description | Type |
|---|---|---|
| Client | This is the Name of the Client. |
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| Client Account Executive First Name | This is the First name of the Client's Account Executive. |
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| Client Account Executive Last Name | This is the Last name of the Client's Account Executive. |
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| Client Address Line 1 | This is the first line of the Client's Address. |
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| Client Address Line 2 | This is the second line of the Client's Address. |
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| Client Annual Revenue | This is the Annual Revenue of the Client (as defined on the CRM tab of Client Edit). |
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| Client City | This is the Client's City. |
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| Client Company | This is the Company of the Client. |
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| Client Company Type | This is the Company type of the Client (as defined on the CRM tab of Client Edit). |
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| Client Country | This is the Country of the Client. |
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| Client Country Code | This is the Country Code of the Client. |
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| Client Date Created | This is the Date and Time the Client was created on. |
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| Client Date Modified | This is the Date and Time the Client was updated on. |
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| Client Department | This is the Department of the Client. |
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| Client Description | This is the Description of the Client. |
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| Client Division | This is the Division of the Client. |
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| Client Email | This is the Email address of the Client. |
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| Client Employees | This is the number of Employees of the Client (as defined on the CRM tab of Client Edit). |
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| Client Exchange Rate | This identifies which Exchange rate should be used for invoicing (e.g. entry date, invoice start date, invoice end date). |
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| Client Fax | This is the Fax number of the Client. |
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| Client Fiscal End Date | This is the Fiscal End Date of the Client (as defined on the CRM tab of Client Edit). |
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| Client Id | This is the Id of the Client. |
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| Client Industry | This is the Industry of the Client (as defined on the CRM tab of Client Edit). |
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| Client Invoice Issuer Contact First Name | This is the first name of the Issuer contact of the Client. |
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| Client Invoice Issuer Contact Last Name | This is the Last Name of the Invoice Issuer Contact of the Client. |
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| Client Invoice To The Attn Of First Name | This is the First name of the Client contact in the To the attention of field. |
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| Client Invoice To The Attn Of Last Name | This is the Last name of the Client contact in the To the attention of field. |
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| Client Is Active | This defines whether the Client is Active (Yes/No) |
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| Client Ownership | This is the Ownership of the Client (as defined on the CRM tab of Client Edit). |
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| Client Payment Term | This is the Payment Term for the Client. |
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| Client Phone | This is the Phone number of the Client. |
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| Client Purchase | This is the Purchased field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Rating | This is the Rating of the Client (as defined on the CRM tab of Client Edit). |
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| Client Reference Customer | This is the Reference customer field of the Client (as defined on the CRM tab of Client Edit). |
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| Client Referred By | This is the Referred by field (as defined on the CRM tab of Client Edit). |
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| Client Sic Code | This is the SIC Code of the Client (as defined on the CRM tab of Client Edit). |
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| Client State Province | This is the State/Province of the Client. |
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| Client State Province Code | This is the State/Province code of the Client |
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| Client Status | This is the Status of the Client (as defined on the CRM tab of Client Edit). |
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| Client Status Comment | This is the Status comment of the Client (as defined on the CRM tab of Client Edit). |
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| Client Tax Group | This is the Tax Group of the Client. |
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| Client Ticker Symbol | This is the Ticker Symbol of the Client (as defined on the CRM tab of Client Edit). |
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| Client Type | This is the Client type of the Client. |
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| Client Web Site | This is the Web Site of the Client (as defined on the CRM tab of Client Edit). |
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| Client Zip Postal Code | This is the Zip/Postal code of the Client. |
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Client Created By User
Client Created By User
| Field Name | Description | Type |
|---|---|---|
| Client Created By User First Name | This will display the First name of the User that created the Client. |
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| Client Created By User Last Name | This will display the Last name of the User that created the Client. |
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| Client Created By User Name | This will display the User name of the User that created the Client. |
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Client Currency
Client Currency
| Field Name | Description | Type |
|---|---|---|
| Client Currency Code | This is the Client Currency Code. |
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| Client Currency Description | This is the Client Currency Description. |
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| Client Currency Symbol | This is the Client Currency Symbol. |
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Client Modified By User
Client Modified By User
| Field Name | Description | Type |
|---|---|---|
| Client Modified By User First Name | This will display the First name of the User that updated the Client. |
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| Client Modified By User Last Name | This will display the Last name of the User that updated the Client. |
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| Client Modified By User Name | This will display the User name of the User that updated the Client. |
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Client PO
Client PO
| Field Name | Description | Type |
|---|---|---|
| PO Account Executive First Name | This is the First name of the Account Executive of the Purchase Order. |
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| PO Account Executive Last Name | This is the Last name of the Account Executive of the Purchase Order. |
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| PO Amount | This is the Amount of the Purchase Order in Client Currency. |
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| PO Description | This is the Description of the Purchase Order. |
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| PO Invoiced Amount | This is the Invoiced Amount of the Purchase Order in the Client Currency. |
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| PO Is Active | This indicates if the Purchase Order is Suspended (0) or not (1). |
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| PO Issue Date | This is the Issue Date of the Purchase Order. |
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| PO Issue Date Month | This is the Issue Date of the Purchase Order (Aggregate Date - Month). |
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| PO Issue Date Month Year | This is the Issue Date of the Purchase Order (Aggregate Date - Month Year). |
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| PO Issue Date Quarter | This is the Issue Date of the Purchase Order (Aggregate Date - Quarter). |
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| PO Issue Date Quarter Year | This is the Issue Date of the Purchase Order (Aggregate Date - Quarter Year). |
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| PO Issue Date Week | This is the Issue Date of the Purchase Order (Aggregate Date - Week). |
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| PO Issue Date Year | This is the Issue Date of the Purchase Order (Aggregate Date - Year). |
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| PO Name | This is the Name of the Purchase Order. |
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| PO Number | This is the PO #. |
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| PO Prepaid Amount | This is the prepaid Amount of the Purchase Order in the Client Currency. |
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| PO Recognized Amount | This is the recognized Amount of the Purchase Order in the Client Currency. |
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| PO Remaining Amount | This is the remaining Amount of the Purchase Order in the Client Currency. |
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| PO Status | This is the Status of the Purchase Order. |
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| PO Valid From Date | This is the Valid From date of the Purchase Order. |
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| PO Valid To Date | This is the Valid To date of the Purchase Order. |
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Client PO Line Items
Client PO Line Items
| Field Name | Description | Type |
|---|---|---|
| PO Line Item | This is the Name of the Client PO line item. |
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| PO Line Item Amount | This is the Amount of the PO line item. |
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| PO Line Item Invoiced Amount | This is the Invoiced Amount of the PO line item. |
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| PO Line Item Is Active | This indicates if the Purchase Order line item is Suspended (0) or not (1). |
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| PO Line Item Is Available to All Projects | This indicates if this PO line item is available to all Projects. If the PO is not associated to any Projects, this flag is 1, otherwise, it's 0. |
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| PO Line Item Recognized Amount | This is the Recognized Amount of the PO line item. |
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| PO Line Item Remaining Amount | This is the Remaining Amount of the PO line item. |
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| PO Line Item Unallocated Amount | This shows the Unallocated Amount of the PO line item. If the line item does not have any Project associations at all, this value is 0. if it does have Project associations, this will be the Amount that is not allocated to any Project. |
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| PO Line Item Used by Charge | This indicated if the PO line item can be used by Charge Entries (1) or not (0) . |
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| PO Line Item Used by Expense | This indicated if the PO line item can be used by Expense Entries (1) or not (0). |
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| PO Line Item Used by Product | This indicated if the PO line item can be used by Product Entries (1) or not (0). |
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| PO Line Item Used by Time | This indicated if the PO line item can be used by Time Entries (1) or not (0). |
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Client PO Project Associations
Client PO Project Associations
| Field Name | Description | Type |
|---|---|---|
| PO Line Item Project Amount | This is the Amount of the PO line item that is allocated to the Project. |
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| PO Line Item Project Consumption Order | This indicates the consumption Order of this PO line item for this Project. |
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| PO Line Item Project Invoiced Amount | This is the Invoiced Amount of the PO line item for this Project. |
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| PO Line Item Project Is Active | This indicates if the Purchase Order line item is Suspended for this Project (0) or not (1). |
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| PO Line Item Project Recognized Amount | This is the Recognized Amount of the PO line item for this Project. |
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| PO Line Item Project Remaining Amount | This is what is Remaining from the Amount of the PO line item that is allocated to this Project. |
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| PO Line Item Project Used by Charge | This indicated if the PO line item can be used by Charge Entries for this Project (1) or not (0). |
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| PO Line Item Project Used by Expense | This indicated if the PO line item can be used by Expense Entries for this Project (1) or not (0). |
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| PO Line Item Project Used by Product | This indicated if the PO line item can be used by Product Entries for this Project (1) or not (0). |
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| PO Line Item Project Used by Time | This indicated if the PO line item can be used by Time Entries for this Project (1) or not (0). |
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Project
Project
| Field Name | Description | Type |
|---|---|---|
| Project | This is the Name of the Project. |
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| Project Actual End | This is the Actual End date of the Project; latest Time Entry date. |
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| Project Actual End Month | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month). |
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| Project Actual End Month Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual End Quarter | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual End Quarter Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual End Week | This is the Actual End date of the project; latest Time Entry date (Aggregate Date - Week). |
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| Project Actual End Year | This is the Actual End date of the Project; latest Time Entry date (Aggregate Date - Year). |
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| Project Actual Start | This is the Actual Start date of the Project; earliest Time Entry date. |
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| Project Actual Start Month | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month). |
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| Project Actual Start Month Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Month Year). |
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| Project Actual Start Quarter | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter). |
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| Project Actual Start Quarter Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Quarter Year). |
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| Project Actual Start Week | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Week). |
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| Project Actual Start Year | This is the Actual Start date of the Project; earliest Time Entry date (Aggregate Date - Year). |
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| Project Code | This is the Project Code. |
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| Project Company | This is the accounting Company associated to the Project. |
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| Project Contact | This will display the Project Contact Name (Last Name, First Name). If multiple Contacts exist, they will be separated by a --. |
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| Project Date Created | This is the Date and Time the Project was created on. |
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| Project Description | This is the Description of the Project. |
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| Project End | This is the End date of the Project. |
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| Project Health | This is the Health of the Project. |
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| Project Id | This is the Id of the Project. |
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| Project Is Active | This defines whether the Project is Active. This will show 0 (for Suspended) or 1 (for Active). |
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| Project Link | This is the Name of the Project with a link to the corresponding Project Edit page. |
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| Project Parent | This is the Parent Project Name of the Project. |
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| Project Priority | This is the Priority of the Project. |
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| Project Start | This is the Start date of the Project. |
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| Project State | This is the State of the Project. |
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| Project Sum of Allocated Hours | This is the sum of Allocated Hours of a Project (in hours). |
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| Project Sum of Planned Hours | This is the sum of Planned work Hours of a Project (in hours). |
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| Project Tracking No | This is the Tracking # of the Project. |
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| Project Workflow | This is the Workflow associated to the Project. |
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Project Manager
Project Manager
| Field Name | Description | Type |
|---|---|---|
| Project Manager First Name | This is the First name of the Project Manager. |
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| Project Manager Id | This is the Id of the Project Manager. |
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| Project Manager Last Name | This is the Last name of the Project Manager. |
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Scope - Client Contacts
Scope - Client Contacts
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - All Projects
Scope - All Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - Available Projects
Scope - Available Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |
Scope - My Projects
Scope - My Projects
| Field Name | Description | Type |
|---|---|---|
| Login Name | This is the Logon name of the logged in User. |