Purchase Order — Overview

This article explains the search criteria and toolbar options on the Purchase Order search screen.

Search Criteria — Item Type

Use the Item Type checkboxes to filter purchase orders by type:

• Part — retrieves all purchase orders for parts.
• Material — retrieves all purchase orders for materials.
• Subcontract — retrieves all purchase orders for subcontractors.
• Tooling — retrieves all purchase orders for tooling.
• Other — retrieves all other purchase orders.

Click in the top right of the Item Type box (above the Other status) to select or deselect all.

Search Criteria — Purchase Order Status

• Unfinished — retrieves all unfinished purchase orders.
• Completed — retrieves all completed purchase orders.
• Issued — retrieves all issued purchase orders.
• Cancelled — retrieves all cancelled purchase orders.

Search Criteria — Order Type

• Outstanding Only — retrieves all outstanding purchase orders.
• Unacknowledged Only — retrieves all unacknowledged purchase orders.

Search Fields

• P/O Ref. — purchase order number (wildcard supported).
• W/O Ref. — works order number (wildcard supported).
• Part Number/Issue — part number and issue (wildcard supported).
• Description — description text (wildcard supported).
• Supplier — use the search button to filter by supplier.
• Drawing Number/Issue — drawing number and issue (wildcard supported).

Date Range

Use the date range dropdown for preset options. For a custom range, set the dropdown to "Range…" then use the double chevron (>>) to activate the From/To date pickers.

Advanced Search

Advanced Search provides deeper filtering. Within each criteria field, use the double chevron to add multiple values (for example, filter by two suppliers simultaneously). Use the dropdown to set the match type: Exactly, Starting, Containing, Ending, or NOT Cont.

Search Results Toolbar

• Append Results — adds current results to the Appended Search Results tab for cross-search comparison.
• Find Dialogue — opens the Locate Field Value window for in-results searching.
• Export Selected Data — copies search results to the clipboard for pasting into Excel.
• New — opens the Purchase Order window to create a new purchase order.
• Recently Visited tab — records all recently opened purchase orders for quick re-access.