Overview of purchase orders
Menu path
Purchase ➔ Entries ➔ Purchase orders
Introduction
You can create or edit purchase orders under E-Purchase. Purchase orders are created when you want to purchase items from your suppliers. On this screen, all the created purchase orders are displayed. From this overview, you can:
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create purchase orders
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modify existing purchase orders
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delete the selected purchase orders
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create and/or edit notes
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view and/or add attachments to the selected purchase order
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view the debtor card of the supplier
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change the receiving date of the selected purchase orders, or
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view the log based on the changes made to the selected purchase order.
Fields
Search
Click this to search for entries 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 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, you will see the Previous and Next buttons.
Previous
Click this to return to the previous page.
Next
Click this to display the next page.
Warehouse
Select the warehouse of the purchase orders to be displayed. Select All to search for purchase orders belonging to any warehouse. By default, All is displayed.
Note: This box is available only if E-Warehouse management is in your license.
Purchase order date
Type or select the date or date range in which the purchase orders were created to search for purchase orders with the selected date(s). Select the All check box to search for purchase orders with any purchase order date. By default, the start date displays the date from five days before the current date and the end date displays the current date.
Note: Typing or selecting only the start date will display purchase orders that were created on or after the selected date. Typing or selecting only the end date will display purchase orders that were created on and before the selected date.
Purchase order
Type or select the purchase order to be displayed. You can leave this box blank to display all the purchase orders.
Creditor
Type or select the ID or name of the creditor whom you will be purchasing from to search for purchase orders with the selected creditor. You can leave this box blank to search for purchase orders with any creditor.
Advanced / Simple
Click Advanced to expand the search criteria. You will see Resource, Description, PO method, and Selection code.
Click Simple to hide the search criteria.
Person
Type or select the person to display the purchase orders that are handled by the selected person.
PO method
Type or select the purchase order method. For example, by phone or fax.
Description
Type a description to search for purchase orders with the description. You can leave this box blank to search for purchase orders with any description.
Selection code
Type or select a selection code to search for purchase orders with the selection code. You can leave this box blank to search for purchase orders with any selection code.
Show: Rejected purchase orders
Select this check box to display rejected purchase orders in the results section. By default, this check box is selected. Clear this check box if you do not wish to display rejected purchase orders.
Buttons
Note
Click this to type a new note or to view the notes that are recorded for the purchase order. For more information, see Creating and Maintaining Notes.
Note: This button is enabled only if a purchase order is selected.
Attachment
Click this to attach a new document or to view the documents that are attached to the purchase order. For more information, see Overview of Attached Documents.
Note: This button is enabled only if a purchase order is selected.
Card
Click this to view the creditor’s transactions. For more information, see Viewing Creditor Card.
Note: This button is enabled only if a purchase order is selected.
Change
Click this to change the receiving date of the purchase order. For more information, see Changing Fulfillment and Receiving Dates for Orders.
Note: This button is enabled only if a purchase order is selected.
Logbook
Click this to view the changes that have been made to the purchase order.
Note: This button is available only if you have selected the Logbook check box at System/General/Settings, under Order settings in the Entry section. This button is enabled only if a purchase order is selected.
Delete
Click this to delete the purchase order. A message “Delete the data selected?” will be displayed. Click Yes to delete the purchase order or No to return to Purchase/Entries/Purchase orders.
Note: This button is enabled only if a purchase order is selected.
Open
Click this to view and/or edit the purchase order. For more information, see Creating and Maintaining Purchase Orders.
Note: This button is enabled only if a purchase order is selected.
New
Click this to create a purchase order. For more information, see Creating and Maintaining Purchase Orders.
Close
Click this to exit.
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: |
12.016.795 |
Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |