Difference between revisions of "Find Purchase Orders Screen"
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Jump to navigationJump to search (New page: This screen allows you to search for purchase orders using the following criteria: * '''Order Id''' - This is the internal ID of the order. * '''Order Name''' - This is the name assign...) |
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| + | If you need to navigate to the Find Purchase Orders Screen, proceed as follows: | ||
| + | |||
| + | * From Main Navigation screen Click: Purchasing icon | ||
| + | * Click: Orders Tab | ||
| + | * The "Open Orders" screen opens. | ||
| + | * The Shortcuts box is also displayed. | ||
| + | * In the Shortcuts box, Click: [Find Orders] | ||
| + | |||
This screen allows you to search for purchase orders using the following criteria: | This screen allows you to search for purchase orders using the following criteria: | ||
* '''Order Id''' - This is the internal ID of the order. | * '''Order Id''' - This is the internal ID of the order. | ||
| − | * '''Order Name''' - This is the name | + | * '''Order Name''' - This is the optional name entered for the order. |
| − | * '''Supplier''' - This is the | + | * '''Supplier''' - This is the party ID of the supplier with whom the order was placed. You may enter the internal supplier ID manually or search for it using the [[lookup widget]]. |
| − | * '''Status''' - Select the current status of the purchase order (for example, "Created" or " | + | * '''Status''' - Select the current status of the purchase order (for example, "Created" or "Approved") from the drop down menu. |
* '''From Date/Thru Date''' - These fields allow you to search for orders within a time period. You may enter the date manually or search for it using the [[calendar widget]]. Select the time using the drop down menus. | * '''From Date/Thru Date''' - These fields allow you to search for orders within a time period. You may enter the date manually or search for it using the [[calendar widget]]. Select the time using the drop down menus. | ||
| − | * '''Created By''' - This is the user | + | * '''Created By''' - This is the user who created the order. |
Clicking the [Find] button will bring up all orders that match the criteria you entered. Clicking on the order name will take you to the [View Purchase Order Screen]]. | Clicking the [Find] button will bring up all orders that match the criteria you entered. Clicking on the order name will take you to the [View Purchase Order Screen]]. | ||
Latest revision as of 20:08, 22 October 2009
If you need to navigate to the Find Purchase Orders Screen, proceed as follows:
* From Main Navigation screen Click: Purchasing icon * Click: Orders Tab * The "Open Orders" screen opens. * The Shortcuts box is also displayed. * In the Shortcuts box, Click: [Find Orders]
This screen allows you to search for purchase orders using the following criteria:
- Order Id - This is the internal ID of the order.
- Order Name - This is the optional name entered for the order.
- Supplier - This is the party ID of the supplier with whom the order was placed. You may enter the internal supplier ID manually or search for it using the lookup widget.
- Status - Select the current status of the purchase order (for example, "Created" or "Approved") from the drop down menu.
- From Date/Thru Date - These fields allow you to search for orders within a time period. You may enter the date manually or search for it using the calendar widget. Select the time using the drop down menus.
- Created By - This is the user who created the order.
Clicking the [Find] button will bring up all orders that match the criteria you entered. Clicking on the order name will take you to the [View Purchase Order Screen]].
