This guide explains how to select search criteria and how to customize the purchase order listing view. The purchase order archive allows tracking of purchase orders using search functions.
You can access the purchase order archive: (Purchases > Purchase Orders > Purchase Order Archive). The purchase order archive functions as a search engine for tracking specific purchase orders. Searches can be made using the following options:
- Supplier name
- Purchase order number (searches all purchase orders containing the entered number sequence)
- Comments entered in the delivery information of the purchase order (does not search comments from purchase order lines)
- Delivery date found on purchase order lines
- Purchase order (EUR) amount (does not search by currency amount)
- Product code of products on purchase order lines
- Accounting accounts on purchase order lines
- Calculation targets on purchase order lines
Once the desired search criteria are made, purchase orders are retrieved by pressing Search Purchase Order Listing. The number of purchase orders matching the search criteria next to the button updates every time a new search is made.
Purchase order list settings
The listing view can be updated according to the search criteria.
The Show Columns button (1) is used to select the desired column choices to be included in the view. The view can be further limited by the user's own choices (2). Once the selections are made as desired, they must be updated with the Update Selections button (3). Purchase orders are listed in the center of the view (4) based on the status of the purchase order: Procurement Proposal, Approved, Sent to Supplier, Delivery and Invoice Connection. The purchase order eventually ends up in the Archived status, which is visible only in the purchase order archive.
Keywords: purchase orders, purchase order archive
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