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.

Open the extended purchase order list by selecting 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 the user to navigate between Open purchase orders, purchase order list, and extended purchase order list.

Basic search

The search field shows the purchase orders that match the given search criteria.

Search for purchase orders by entering the order number, reference number, or vendor name in the search field.
From the dropdown menu on the right side of the search field, select one or more search terms if you want to refine the basic search.
Keep the search window open when you want to use the search criteria selected from the dropdown menu in the basic search.
Close the search window when you want the basic search to work without separate search criteria.

Extended search

Extended search narrows down purchase orders using one or more search criteria.

Add search criteria by selecting the "+" button.
Remove search criteria by selecting the "-" button.
Select the desired search criteria and run the search so that the view lists the purchase orders that match the search.
Save the search for later use by selecting "Save changes".
Find the saved search in the Open purchase orders view on the right side of the search fields (in the image, the section "Saved test search").

Show columns

The Show columns function defines what information is visible in the purchase order list.

Select the information to be shown in the list in the Show columns function.
Select "Update view" so that the column selections are saved.
When you return to the view later, the previously made column selections remain unchanged.

Group

The Group function defines the basis on which the purchase order list is grouped or removes the grouping entirely. By default, the grouping basis is "Processing status".

In the Group function, select the basis on which you want to group the list.
Remove grouping by selecting the option that removes the grouping entirely.
Ensure that the changes are saved by selecting "Update view".

Update view

The Update view function saves the changes made to the columns and grouping.

Make the desired changes to the column selections.
Make the desired changes to the grouping.
Select "Update view" so that all the changes are saved.

Restore defaults

The Restore defaults function restores the default settings and selections in the view.

Select "Restore defaults" when you want to restore the original column and grouping settings.

Save as Excel file

The Save as Excel file function exports the purchase order list to Excel.

Select "Save as Excel file" when you want to export the list to Excel.

Process orders

The Process orders function allows you to handle several purchase orders at the same time.

Check the orders you want to handle.
Make sure that the action button "Process x orders" is activated at the bottom of the page.
Select "Process x orders" to continue handling the selected orders.

Frequently asked questions

How do I open the extended purchase order list?
Open the extended purchase order list by selecting Purchases > Open purchase orders > Extended purchase order list.

How do I search for purchase orders with basic search?
Search for purchase orders by entering the order number, reference number, or vendor name in the search field and, if necessary, refine the search using the dropdown menu on the right side of the search field.

How do I use extended search and save a search?
Add one or more search criteria in the extended search with the "+" button, remove criteria with the "-" button, and save the search by selecting "Save changes". The saved search is shown in the Open purchase orders view on the right side of the search fields.

How do I select which columns are shown in the purchase order list?
In the Show columns function, select the information you want and save the selections by selecting "Update view".

How do I group the purchase order list?
In the Group function, select the grouping basis, for example the default "Processing status", and save the changes by selecting "Update view".

How do I restore the default view settings?
Select "Restore defaults", after which the default settings and selections are restored in the view.

How do I export the purchase order list to Excel?
Select "Save as Excel file", after which the list is exported to Excel.

How do I process several orders at once?
Check the orders to be handled and select the "Process x orders" button that is activated at the bottom of the page.

Keywords: extended purchase order list, purchase orders, basic search, extended search, Show columns, Group, Update view, Restore defaults, Save as Excel file, Process orders

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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