Purchase Order - Overview

Purchase Orders

Search Criteria

Item Type

 Part – when ticked will retrieve all purchase orders for parts

 Material – when ticked will retrieve all purchase orders for materials

 Subcontract – when ticked will retrieve all purchase orders for subcontractors

 Tooling – when ticked will retrieve all purchase orders for tooling

 Other – when ticked will retrieve all purchase orders for others

To add or remove all the status options click in the top right of the Item Type box, just above the Other status.

Purchase Order Status

 Unfinished – when ticked will retrieve all unfinished purchase orders

 Completed – when ticked will retrieve all completed purchase orders

 Issued – when ticked will retrieve all issued purchase orders

 Cancelled – when ticked will retrieve all cancelled orders

To add or remove all the status options click in the top right of the P/O Status box, just above the Cancelled status.

Order Type

 Outstanding Only – when ticked will retrieve all outstanding purchase orders

 Unacknowledged Only – when ticked will retrieve all unacknowledged purchase orders

To add or remove all the status options click in the top right of the Order Type box, just above the unacknowledged only status.

Search Fields

P/O Ref. – enter the purchase order number, wildcard can be used

W/O Ref. – enter the works order number, wildcard can be used

Part Number/Issue – enter the part number/issue, wildcard can be used

Description – enter description, wildcard can be used

Supplier – use the search button to filter by supplier

Drawing Number/Issue – enter the drawing number/issue, wildcard can be used

Date Range

Use the date range to reduce the amount of data retrieved, there are preset search criteria which can be accessed by using the drop down arrow.

If a date range not included in the above is required, change the search criteria to range…

Then using the double chevron button  the From/To Date: will be live, select required dates using the date picker.

Search Button – once all filters have been applied selecting the Search button will retrieve all data.

Reset Criteria – all previous filters will be reset

Save Current Criteria – saves the criteria currently set

Advanced Search? – activates advanced search, see advanced search for more information

Advanced Search

Advanced search can be activated to give users more scope for filtering purchase orders.

Within each criteria field there is a double chevron that enables more in depth filtering of data.  Use the Add button and enter the detail of filter required, in the illustration the search will be for two suppliers Metal Supplies and Platerite.

Use the drop down menu to filter using the criteria displayed, Exactly, Starting, Containing, Ending or NOT Cont.  When the necessary criteria are displayed these too can be added to the box for more in depth retrieval.

Search Results

Providing all the relevant search criteria has been set, the search results will appear in the lower half of the search window.

Line highlighted in yellow will be selected if the return key is pressed or the OK button selected.

Append Results

Selecting the Append Results button will add the current search to the tab Appended Search Results, further search results can be added.  To remove all items in the Appended Search tab use the Empty List button

Find Dialogue

The Find Dialogue button opens the Locate Field Value window where searches can be made using the selected criteria.  Once a search has been made using this feature will enable users to search further within the window.

Find Next

Once the Find Dialogue criteria has been set this button will look for the next record.

Search

Entering detail within this field will retrieve the information as per Simple Search in previous versions.  Select the relevant column to search against.

Print Report

Prints the detail contained in the search table

Edit Report

Please contact the system administrator

Export Selected Data

Search table detail can be exported to Excel.  Once the detail has been added to the clipboard open Excel and paste content.

New

The New button opens the Purchase Order window where a new works order can be created.

OK

Opens the highlighted purchase order

Cancel

Closes the purchase order search window

Recently Visited Purchase Orders Tab

This table records all the purchase orders that have been opened enabling easy retrieval if required

Append Search Results Tab

Having selected the Append Results button within the Search screen all records will appear in the Append Search Results table.  To remove records use the Empty List button.