Search Purchase Orders

Allows search and view selected Purchase Order.

Selecting search criteria

Pick values from the dropdown list to evaluate your selection criteria.

You can pick:

• Date or date range - select date/s click clear to reset your search.

• Supplier - pick one from the list.

• Status - all, open or complete.

• Print status - printed, not printed.

• Authorisation status - authorised, not authorised.

• Order type - pick one from the list.

• Exported status - exported, not exported.

• Department codes - pick one from the list.

The selection of search criteria is not mandatory, you can search for all purchase orders if you will.

Search Results

After search is completed you will be presented with a list of purchase orders on the grid. You can reorder the search as you wish without reloading the page by clicking on column name on top on the grid. Small arrows will indicate the order that items on the grid are sorted by.

Select the Purchase Order

When purchase order is selected ' VIEW SELECTED PURCHASE ORDER' button becomes available. By clicking it you will be presented with a pop up window with the selected purchase order details.

Browse by clicking on tabs PO details, PO items, Supplier, Delivery, Pickup, Special Instructions, Order Notes, User Fields, Reference Address, Analysis Code to view details of the purchase order.

Action Buttons

• Zoom Job - this option is available if PO has a job event associated with it. Clicking will direct you to zoom job pop screen. See Zoom Job description.

• Print Preview - enables to print the PO. (ONLY available for authorised POs).

• View GRNs - enables to inspect goods received notifications for selected PO.

• Edit - enables you to amend PO details:

  • Unauthorise PO - you can unauthorise if you are allowed to do so.

  • Authorise PO - you can authorise PO as long as your limit does not exceed the total amount of PO.

  • Book in PO - selected PO needs at least one item and has to be authorised.

  • Complete PO - you need to be allowed to complete PO and selected PO needs to have at least one item.

  • Cancel PO - you need to be allowed to cancel PO.

While on Edit you can also make changes under the tabs available.

Add or Amend Items on purchase order if it's not authorised. Refer to Purchase Order Details page description for details.

Change job event if needed.

Click Save Purchase Order button to save your changes.