Searching for purchase orders, sales orders, or sales invoices
Introduction
On this page, you can view purchase orders, sales order, or sales invoices. You can search for sales orders, sales invoices, and purchase orders by defining one or more of the following criteria.
Menu paths
- Suppliers > Reports > Purchase orders > Purchase orders
- Logistics > Reports > Purchase > Purchase orders
- Click Sales orders under the Monitor
section on the item card.
Roles & rights
All users can search for purchase orders, sales orders, and sales invoices.
For more details on what you can do with function rights or levels, go to System > Setup > Security > Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System > Setup > Security > Roles, type in the description, click Refresh, and then click the required link under the Role column.
Buttons
Show
Click this to display the results of the search criteria.
Refresh
Click this to refresh the results based on the last defined criteria.
Note: You will see this button after clicking the Show button.
Reset
Click this to clear the search criteria.
Close
Click this to exit.
Fields
Show
Select the type of report to be displayed. The options are:
- Sales orders – Select this option to display the report on sales orders.
- Sales invoices – Select this option to display the report on sales invoices.
- Purchase orders – Select this option to display the report on purchase orders.
Status
Select the status to display the report of sales orders, sales invoices, or purchase orders with the selected status. The statuses are:
- Open – Select this option to display created sales orders, sales invoices, or purchase orders that have not been viewed by managers or the person-in-charge.
- Approved – Select this option to display created sales orders, sales invoices, or purchase orders that have been approved by managers or the person-in-charge.
- Rejected – Select this option to display created sales orders, sales invoices, or purchase orders that have been rejected.
- Processed – Select this option to display created sales orders, sales invoices, or purchase orders that have been processed.
- Realized – Select this option to display created sales orders, sales invoices, or purchase orders that have been realized.
- Draft – Select this option to display created sales orders, sales invoices, or purchase orders that have not been saved.
You can leave the box blank to display sales orders, sales invoices, or purchase orders with any status.
Note: The statuses of sales orders, sales invoices, and purchase orders can be defined when creating the requests.
My
Select this check box to display sales orders, sales invoices, or purchase orders that are in your workflow which need to be approved, realized, or processed.
Sales orders
Type the sales order number of the sales order to be displayed. You can leave the box blank to display all the sales orders.
Note: This box is available only if the Sales orders option at Show is selected.
Sales invoices
Type the sales invoice number of the sales invoice to be displayed. You can leave the box blank to display all the sales invoices.
Note: This box is available only if the Sales invoices option at Show is selected.
Purchase orders
Type the purchase order number of the purchase order to be displayed. You can leave the box blank to display all the purchase orders.
Note: This box is available only if the Purchase orders option at Show is selected.
Your ref.
Type the supplier’s or customer’s reference number to search for the purchase order(s) or sales order(s). You can leave the box blank to search for purchase orders or sales orders with any reference number.
Person
Type or select the person who is in charge of the sales orders, sales invoices, or purchase orders to be displayed. You can leave the box blank to search for sales orders, sales invoices, or purchase orders created by anyone. For more information on people, see Searching for people and vacancies.
Division
Type or select the division to display sales orders, sales invoices, or purchase orders belonging to the selected division. You can leave the box blank to search for sales orders, sales invoices, or purchase orders from any division. For more information, see Overview of divisions.
Account
Type or select the account to display sales orders, sales invoices, or purchase orders belonging to the selected account. You can leave the box blank to search for sales orders, sales invoices, or purchase orders belonging to any account. For more information on how to create and modify accounts, see Creating and modifying accounts.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
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Security level: |
All - 0 |
| Sub category: |
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Document ID: |
15.403.165 |
| Assortment: |
Exact Synergy Enterprise
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Date: |
01-06-2023 |
| Release: |
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Attachment: |
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| Disclaimer |