Purchase Order Finder Follow

The Purchase Order Finder retrieves its data from manual purchase orders that are saved in the system and is used to open specific purchase orders.

After specifying search criteria in the fields above and clicking the Find Now button, use the following table to help understand the data shown in the grid.

Tip: Filling in as many criteria fields as possible will narrow the search.

 

Column Name  Description

PO #  Displays the Purchase Order Number.

Vendor  Displays the vendor on the purchase order.

PO Date  Displays the creation date of the purchase order.

Ship To Location  Displays the ship to location, where products are received.

Delivery Method  Displays the delivery method (Delivery, Will Call or Scheduled Run).

Order Taker  Displays the name of the employee who took the order.

Order #  Displays the order number associated to this purchase order, if any.

Note: If multiple orders are associated with the purchase order, as with a running PO, then it will show 'Multiple'. If no orders are associated with the purchase order, then it will show '---'.

Placed  Displays the date and time of when the purchase order was placed.

 

Scroll down to find the record(s), highlight it (them), and then select one of the following options:

      Click the Select PO(s) button to open the highlighted records.

      Click the Create New PO(s) button to create a new purchase order.

      Click the Export to Excel button to export grid to a MS Excel spreadsheet.

      Click Print List to Print a Finder List or generate a Customized Finder List.

      Click the Delete PO(s) button to delete the highlighted records.

 

Search Criteria

All

Shipper # - In the Shipper # field, enter the packing slip or shipper number for this PO, if available.

PO Status - In the PO Status field, use the drop-down menu to select the status (Placed, Not Placed, or All) of the PO.

PO # - In the PO # field, enter the purchase order number of the PO.

Vendor Type - In the Vendor Type field, use the drop-down menu to select the vendor type (e.g., All, External, or Internal) was used on the purchase order.

Order # - In the Order # field, enter the work order number associated with the purchase order.

Branch - In the Branch field, enter the branch where the PO was created.

Vendor - In the Vendor field, use the drop-down list or lookup icon to select the vendor on the purchase order.

Assoc w/Order - In the Assoc. w/Order field, use the drop-down menu to select whether or not the purchase order is associated with a work order.

Item Number - In the Item Number field, enter the item number of a product on the PO.

Ship To - In the Ship To field, use the drop-down menu to select the ship to location of the purchase order.

Start Date - In the Start Date field, use the drop-down calendar to select the start date of a date range the search.

End Date - In the End Date field, use the drop-down calendar to select the end date of a date range in which to search for the.

RCVD Status - Select None if no items on the purchase order were received. Select Partial if some of the items on the purchase order were received. Select Full if all of the items on the purchase order were received.

Show Cancelled POs - Select this to show only cancelled purchase orders.

 

 

 

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