5.5.5.�Purchase Orders

5.5.5.1. P/Os by Vendor
5.5.5.2. P/Os by Date

Purchase Orders Reports section.

5.5.5.1.� P/Os by Vendor

To see a summarized view of Purchase Orders by Vendor, select the "P/Os by Vendor" option. The following screen will appear:

Purchase Orders by Vendor

Tip

A Purchase Order will remain open if at least one of its Line Items is open. Once all Line Items are closed, the Purchase Order will also be closed. To reopen a closed Purchase Order, simply open one of its closed Line Items.

When displaying a summarized view of Purchase Orders by date, you are presented with the following options:

All Vendors: Select to display Purchase Orders for all Vendors.
Selected: Select to display Purchase Orders for a selected Vendor.
All Warehouses: Select to display Purchase Orders in all Warehouses.
Selected: Specify Warehouse whose Purchase Orders you want to display.
Start Date: Enter a start date based on the corresponding date filter you choose. The following three date filters are available: Order Date, Due Date, or Receipt Date.
End Date: Enter an end date based on the corresponding date filter you choose. The following three date filters are available: Order Date, Due Date, or Receipt Date.
Show Closed P/Os: Select to display only closed Purchase Orders.
Where Item Description contains: Select to display Purchase Orders whose Item Description matches the value entered in the corresponding field. This field supports pattern matching with Regular Expressions. For more information on matching patterns using Regular Expressions, see Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
P/Os: Display lists Purchase Orders by Vendor, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on a Purchase Order in the list enables you to select from the following menu options:

Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

5.5.5.2.� P/Os by Date

To see a summarized view of Purchase Orders by date, select the "P/Os by Date" option. The following screen will appear:

Purchase Orders by Date

Tip

When displaying a summarized view of Purchase Orders by date, you are presented with the following options:

Starting Due Date: Purchase Orders due on and after this date will be displayed.
Ending Due Date: Purchase Orders due on and before this date will be displayed.
All Warehouses: Select to display Purchase Orders for all Warehouses.
Selected: Specify Warehouse whose Purchase Orders you want to display.
All Purchasing Agents: Select to display Purchase Orders by date for all Purchasing Agents.
Selected: Specify Purchasing Agent whose Purchase Orders by date you want to display. Users may be designated as Purchasing Agents at the system level.
P/Os: Display lists Purchase Orders by date, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on a Purchase Order in the list enables you to select from the following menu options:

Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.