Extended Purchase Order List : Netvisor

The extended purchase order list allows comprehensive management and search among purchase orders. This guide provides instructions on using basic and extended search, managing column selections and grouping, as well as updating the view and exporting to Excel.

You can access the extended purchase order list from Purchases > Open purchase orders > Extended purchase order list. The view lists all purchase orders. At the top of the view, there are three tabs that allow navigation between Open purchase orders, purchase order list, and extended purchase order list.

Basic search
In the search field, you can search for purchase orders by order number, reference number, or supplier name.
The basic search can be refined using the dropdown menu on the right side of the search field. From the dropdown menu, select one or more search terms, after which the purchase orders matching the search are listed. The search criteria are included in the search when the search window is open. If the window is closed, the basic search works without separate search factors.

Extended search
With this functionality, the search can be limited by one or more search criteria. Search criteria can be added and removed using the "+" and "-" buttons. The search can be saved for later use from "Save changes". After this, the saved search can be found in the Open purchase orders view on the right side of the search fields (in the image, the section "Saved test search").

Show columns
With this function, you can define what information you want to be visible in the listing. First, select the information and then save the selections with "Update view". The selections are saved and remain unchanged when you return to the view.

Group
With this, you can define the basis for grouping the listing or remove the grouping entirely. By default, this is "Processing status".

Update view
Changes made to columns and grouping are saved when "Update view" is selected.

Restore defaults
This function restores the default settings and selections.

Save as Excel file
The listing can be exported to Excel with this function.

Process orders
Orders can be processed by checking the orders, after which the action button "Process x orders" is activated at the bottom of the page.

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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