PO Enquiry

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Use this form to make both high-level and detailed purchase order enquiries.

Entering Search Options & Criteria

Reference

If you want to recall a specific set of search filters — for example, you use the same enquiry regularly - you can enter a reference and then click Save Criteria. You can recall the reference, and the search filters defaults, on the enquiry form.

Search By

You can select Purchase Order, Shipment, Receipt, or Invoice as your preference for searching for orders. For example, if you know an invoice number but you do not know the order number, you can select Invoice as the search option and then enter the invoice number before applying the search.

Line Types

You can be specific about the type of line you want to search for within orders, or you can include all line types. Options available to select include: All, Inventory, Non-Stock, General Ledger, Job Cost, and Fixed Asset.

Select All Statuses

Select this option to include purchase orders with any status in your search. Deselect the option to be specific about the status codes you want to include in your search. When this option is deselected, you must select the statuses you want to include by placing a tick next to them in the Selected column within the status table.

Supplier

You can search for orders using the supplier code as a filter. You can enter a specific supplier (From and To is the same), or a range of suppliers before applying the search.

Making the Enquiry

When you have selected your search options and criteria, click Search Now. All orders that meet the search conditions returns to the enquiry table, positioned within the tab that is for the enquiry.

 You can customise the table to display columns in any order.

The line displayed shows order header details only. To view line details:, click the + on the left side of the line - this will extend the enquiry so that all lines for the order display.

If you select the PO User Preference Expand line item in PO Enquiry table, the order header details expand when the table is populated with results. When you are positioned on a detailed line, other tabs within the enquiry will activate where relevant, allowing you to view additional details relating to the selected line.

For example, you can view shipments using the Shipments tab when positioned on a order line which has had a shipment created for it. Cancellations can also be viewed also using the respective tab, when positioned on a line that has a cancelled quantity.

 You can also view linked sales orders on the Sales Orders Linked tab.

Double click on an enquiry line to view the source form for the line, for example, Purchase Order Entry, Purchase Order Receipt Entry, and the like. The form will be populated with the line detail in read-only format.

Buttons

These buttons are available on the Enquiry form:

Supplier Status

Click this button while on an order line to view details associated with the purchase order supplier.

Delivery Info

Click this button while on an order line to view delivery address detail of the order.

Inventory Status

Click this button while on an inventory line to view the status of the item. For example:

New Criteria

Click this button to clear the current selection criteria section and return to default selections, enabling you to enter new criteria.

Save Criteria

Use this with the Reference field to save criteria to be recalled to the form when making future enquiries.

Delete Criteria

Click this button to clear the current selection criteria section and return to default selections, enabling you to enter new criteria.

Search Now

When you have entered selection criteria, click this button to activate the enquiry and return order details to the table.

Print Report

Click this button to print a report to output your enquiry selection. You can also select these parameters:

• Print in summary - Do not select this option if you want individual line items to be printed beneath each purchase order. If the option is selected, only the purchase order summary line will be printed.
• Print in local currency value - All unit costs are stored in the currency of the supplier, depending on whether this option is selected, the unit price of each purchase order line will be converted to local currency. Select this option if you want unit costs to print in local currency. All extended line values and sub-totals will also be in local currency if this option is selected.

Click the Save icon to save the report options and parameters and print the report.

• Working with Tables

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