Home > SI 2016 Documentation > User Guide > Purchase Orders > Purchase Order Explorer > Managing Purchase Orders

Managing Purchase Orders

Details

 

You can manage Purchase Orders via the Purchase Order Explorer:

 

 

 

 

Viewing Purchase Orders

 

By default, all Purchase Orders will display in the Purchase Order Explorer:

 

 

You can filter your Purchase Orders via the Quick Filter button:

 

 

You can filter via the column filters:

 

 

You can also filter by Vendor and/or date range in the tree on the left side of the Purchase Order Explorer:

 

Editing Purchase Orders

 

To edit a Purchase Order, you can double-click in the Purchase Order Explorer grid or you can select the Purchase Order and click the [Edit] button:

 

Receiving Purchase Orders

 

You can mark Purchase Orders as "Received" by selecting the Purchase Order in the grid and clicking the [Receive] button:

 

 

This will open the New Receive form:

 

 

Here you can edit the Qty to Receive column for each Product. If you do not receive a full order you will enter just the quantity received and you can add any Notes to this if you wish.

 

Note: Use your [Tab] key to quickly go down the list once you click in one of the Qty to Receive fields.

 

 

You can also use the [Receive All] or [Receive Selected] buttons if you wish:

 

 

When done you can [Save and Close] or you can run a report for this "Receive":

 

 

Click here for details on the report.

 

When you Save and Close the Purchase Order Receive it will display in the Receives section of the Purchase Order Explorer:

 

 

The next time you open the Project(s) where Purchase Orders have Receives associated with them, you will be prompted whether or not you want to update the Order fields:

 

 

Clicking [Yes] will open the following form:

 

 

Select the Products you wish to update and click [Next>]:

 

 

Select the fields you wish to update and click the [Update] button. If updating the Order Status you must choose an appropriate Order Status by clicking the Manage Order Statuses if you have done this already:

 

Export

 

You can also export your Purchase Orders directly to Excel or to PDF:

 

Last modified
15:05, 26 Oct 2016

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