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Order details, assignee and watchers

Last updated: October 16, 2026

What it does

The fields around the line items set when the order is due, its currency, who it is assigned to and who hears about it.

Payment terms set when payment falls due. The choices are Due on receipt, Due on fulfilment, six day counts and Fixed date. The day counts are Within 7 days, Within 15 days, Within 30 days, Within 45 days, Within 60 days and Within 90 days. Fixed date shows a due-date picker beside it.

Currency prices the order. An order in a currency other than your organisation’s asks for an exchange rate. Totals then show in both currencies. The figure in your currency is the order’s total at the order’s exchange rate. Payments recorded against it can add up to a different figure in your currency. That happens when the order is paid in parts or the rate changes later. Order discount takes a percentage off the whole order. Expected Date is the day a quote expires or a purchase order is expected to arrive, in your organisation’s timezone. A purchase order still Ordered after that day turns Late.

The Assignee card holds the team the order belongs to and one person in that team. The Watchers card holds the people who hear about the order. Tags are free-text chips. Use them to group orders your own way.

Before you start

Watchers, the assignee and the team get every update: status changes, payments, notes, and reminders when its due date is close or has passed.

The Start Watching button only adds or removes you. Anyone else has to watch the order themselves, or you can add them through the MCP tools.

Once money has been recorded against an order, its currency is fixed. You can no longer change it on the edit form. Once any line locks, the order’s currency and discount are fixed as well, as Line items explains.

A task or an order can have up to 250 watchers. Assignees, watchers and status says how Lucrii refuses one more. Tags on a contact gives the limits on tags.

The assignee, team, watchers and tags stay editable for the life of the order. That includes a cancelled order. They move no money or stock.

How to use it

  1. On the order form, set the terms, the currency, the discount and the dates. Do it while creating the order, or edit it later.
  2. On the order page, search the Assignee card for a team or a person and assign them.
  3. In the Watchers card, select Start Watching to add yourself. Select Stop Watching to take yourself off.
  4. In the Tags card, select Add a Tag and type one, or pick a tag your organisation already uses.
  5. Select the order number at the top of the page to copy it.

Moving the order to another team clears an assignee who does not belong to that team.

Changes