- About the Purchase Orders Listing Screen
- Opening the Purchase Orders Listing Screen
- Filtering
- Searching for a PO
- Opening a PO
- Setting Columns on the Purchase Orders Listing Screen
About the Purchase Orders Listing Screen
The Purchase Orders Listing screen is where your carts and POs are listed.
Opening the Purchase Orders Listing Screen
Open the Purchase Orders Listing screen via Procurement > Purchase Orders.
Filtering
Via the Filters tool at the top right of the screen (screenshot below), you can determine what displays on the screen.
The following filters are available:
- Vendor
-
Status:
- Open
- Submitted
- Not confirmed
- Confirmed
- Invoiced
- Received
- Closed
- Rejected
- Submitted Between date range
- Expected Between date range
Searching for a PO
The Search field at the top right of the screen allows you to input a PO number. It is not necessary to prefix the number with "PO".
Opening a PO
To open a PO, click its PO number.
Setting Columns on the Purchase Orders Listing Screen
You can set the columns to display on a shopping list screen, along with their sort order. To do so:
- Click the Set Columns button. The Set Columns pop-up appears.
- For the columns you want onscreen drag-and-drop them from the right side of the pop-up to the left side of the pop-up. For the columns you do not want onscreen, drag-and-drop them from the left side of the pop-up to the right side of the pop-up.
- You can determine the sort order of the columns displayed onscreen by clicking, holding, and dragging a column to it desired spot in the column list.
- Click Apply to apply your changes and close the pop-up.