Select Orders

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Use this form to select or deselect purchase orders and lines to include in a shipment. Only purchase orders with the same currency selected on the Shipment form display for selection.

Reference

Select a reference to recall a specific set of supplier search filters.

For example, if you regularly use the same criteria for selecting orders to assign to shipments, you can enter a reference and then click Save Criteria to save the search filters with the reference.

Branch

Note: You must click Apply Criteria to apply any changes made to these fields.

Up to Expected Date

Only purchase orders with an expected date up to and including this date are available for selection. The default value is today's date.

Note: You must click Apply Criteria to apply any changes made to these fields.

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 selections.

Assign Container

Click this button to assign a container and/or create reference to the selected line. This is for reference only.

Supplier Table

This table is pre-populated with all the supplier codes for the currency code for which purchase orders exist. If you enter a supplier code in the Supplier field, Greentree Desktop moves to the selected supplier in the table.

You can select one or more suppliers, then click Apply Criteria to populate the Selected Orders table with all orders of the selected suppliers.

Unselected Orders Table

This table is pre-populated with all outstanding purchase orders associated with the currency code selected on the Shipment form. If you enter a purchase order reference into the Unselected Orders field (or search for and select one), Greentree Desktop moves to the selected order in the table, enabling easy selection without having to scroll through the full list.

You can select orders from this table for inclusion in the shipment by highlighting the order and clicking the Select button to move it to the Selected Orders table. You can highlight the order and click Deselect in the Selected Orders table to move the order back to the Unselected Orders table.

Note: When you position to an order in the table, the line detail of the order displays in the table at the base of the form. You can also select a purchase order to include in the shipment by clicking the Select box on the order line. You can select an entire order, or just specific lines in the order.

Selected Orders Table

If one or more suppliers is selected and the Apply Criteria button activated, this table displays all outstanding purchase orders for the selected suppliers. You can add orders to the table by highlighting an order in the Unselected Orders table, and clicking the Select button. You can remove orders from this table by highlighting the order and clicking the Deselect button.

Click Unselect All to move all orders from the Selected Orders table to the Unselected Orders table.

Note: When you on an order in the table, the line detail for the order displays in the table at the base of the form and each order line is selected. To exclude a specific lines from inclusion in the shipment, you can remove the tick from the Select box on that line.

As orders or lines are selected to include in the shipment, they populate to the Line Items form. Review and edit the expected quantity for each line.

• Shipment
• Line Items
• Additional Charges
• Import Duty Charges
• PO Entry

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