Exact Globe+

Overview of blanket purchase orders to be printed and processed

Introduction

The following screen displays an overview of blanket purchase orders which are ready to be printed and processed. Printed blanket purchase orders will be sent to the supplier by e-mail, post, or fax to confirm the purchases from the relevant supplier. From this overview, you can:

create and edit notes
view and/or add attachment to the blanket purchase orders
view the log based on the changes made to the blanket purchase orders
view the creditor’s financial card for the selected blanket purchase orders
print and process blanket purchase orders, or
view or edit blanket purchase orders

Menu path

Purchase ➔ Entries ➔ Blanket purchase orders ➔ Print / Process

Fields

You can filter the blanket purchase orders that you want to display. To search for blanket purchase orders, you can define one or more of the following criteria and click Search. The blanket purchase orders that match the search criteria you have defined are then displayed.

Search

Click this to search for blanket purchase order(s) based on the defined criteria.

Clear

Click this to clear the defined criteria.

Number of rows

Type the number of rows to be displayed for each page. If you have set the default number of rows to 50, then 50 rows will be displayed. If you have more than 50 rows, you will see the Previous and Next buttons.

Click this to return to the previous page.

Click this to go to the next page.

Warehouse

Select the warehouse to display the blanket purchase order(s) that is linked to the warehouse. Alternatively, select All to display the blanket purchase order(s) that is linked to any warehouse.

Note: This option is available only if you have the E-Warehouse license in your module.

Blanket PO date

Type or select the date or date range to display the blanket purchase order(s) which are created on the selected dates. By default, the All check box is selected.

Blanket PO

Type or select the blanket purchase order that you want to display.

Creditor

Type or select the creditor to display blanket purchase order(s) with the selected creditor.

After defining the search criteria, click Search to display the results.

Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Buttons

Note

Click this to add a new note or to view existing notes for the blanket purchase order. For more information, see Creating and maintaining notes.

Note: If a note is already linked to the blanket purchase order(s), you will see a green check mark under the Notes column.

Attachment

Click this to attach a new document or to view the documents that are attached to the order. For more information, see Overview of attached documents.

Note: If a document is already attached to the blanket purchase order(s), you will see a green check mark under the Attachment column.

Card

Click this to view the creditor’s financial card for the selected blanket purchase order(s). The creditor’s financial card displays information such as the creditor’s invoices, payment, credit notes, and all related financial transactions. For more information, see Viewing creditor card.

Logbook

Click this to view the changes that have been made to the orders.

Note: This button is enabled only if you have selected the Logbook check box at System ➔ General ➔ Settings, under Order settings, in the Entry section.

Print

Click this to print the selected blanket purchase order. You can print a trial or final copy of the order. The final copy of the order can also be sent as an e-mail to the supplier. For more information, see Printing blanket purchase orders.

Open

Click this to view or edit the selected blanket purchase order. For more information, see Creating and maintaining blanket purchase orders.

Close

Click this to exit.