Content Comparison

Purchase Order Search screen (4.0)

Purchase Order Search section

Purchase Order List section

How To...

Create a New Purchase Order

Anchor
Create a New Purchase Order Create a New Purchase Order

• The 'Purchase Order Search' screen is the starting point for creating a New Purchase Order.
• New Purchase Orders can also be created via the 'Product Reorder' screen.

To Create a New Purchase Orders:

1. Navigate to the 'Purchase Order Search' screen.
2. Click the  button.
   1. The 'Purchase Order Details' screen will open in 'New Purchase Order' mode.
   2. (Refer to the 'How To Create New Purchase Order' section on the 'Purchase Order Details screen in 4.0' wiki User Guide page.)  

      
      

      Expand

      
      

Edit a Purchase Order

Anchor
Edit a Purchase Order Edit a Purchase Order

• The 'Purchase Order Search' screen is the starting point for editing a Purchase Order.

To Edit a Purchase Orders:

1. Navigate to the 'Purchase Order Search' screen.
2. Search for, and select, a Purchase Order row.
   1. Click the  button; OR,
   2. Click the 'Internal #' or  'E-PO #' hyperlink; OR,
   3. Double-click the Purchase Order row. 
3. The 'Purchase Order Details' screen will open.
   1. (Refer to the 'How To Create New Purchase Order' section on the 'Purchase Order Details screen in 4.0' wiki User Guide page.)  

      
      

      Expand

      
      

      
      

Search for Purchase Orders

Anchor
Search for Purchase Orders Search for Purchase Orders

• The 'Purchase Order Search' screen is the starting point for the Procurement Process.
• Purchase Orders can be located using general, or specific, search criteria.
  • General Search Criteria:
    • Alerts
    • Inventory Area
    • Received Date
    • Product
    • Purchase Order Date
    • Purchase Order Status
    • Vendor
  • Specific Search Criteria:
    • E-PO Number
    • Requisition Number
    • University Purchase Order Number (Internal #)

To Search for Purchase Orders:

1. Navigate to the 'Purchase Order Search' screen.
2. The 'Inventory Area' field will be pre-populated with the User's 'Default Unit'.
   1. (Refer to the 'How To Edit Purchase Order Defaults' section on the 'Purchase Order Details screen in 4.0' wiki User Guide page.) 
3. Enter the 'Internal #' (University Purchase Order Number), 'Requisition #', or 'E-PO Number' to locate a specific Purchase Order.
   1. The complete number must be used - search by partial number is not allowed.
4. Enter any combination of the search criteria:

   1. To location Purchase Orders for a specific Vendor, enter the 'Vendor'.  

      Expand
      Section Column width 60% The 'Vendor' field is a smart search that provides the ability to enter part of the Vendor's Name. As characters are typed, a short list of Vendors will be presented for selection. Column width 40%

      
      

   2. To location Purchase Orders for a specific Product:  

      
      

      Expand

      Enter the 'Line', 'Seq', and/or 'Description': OR, Enter the 'Line' and/or 'Seq' to filter the 'Description' drop-down list; OR, Enter the Vendor's Product Code or Name; or, Product Alternate ID, or Synonym in the 'Description' field. Product 'Alternate ID' or 'Synonym' (Refer to the 'Product Setup' screen → 'Product Details' tab → 'Alternate ID Definitions' section) Vendor's 'Product #' or 'Product Name' (Refer to the 'Product Setup' screen → 'Product Details' tab → 'Default Vendor's Product Info' section)

      
      

   3. To location Purchase Orders for a specific Status, enter one or more Purchase Order Statuses.  

      Expand
      Section Column width 60% None, or more, of the 'Purchase Order Statuses' may be selected as search criteria. (Refer to the 'Purchase Order Statuses' table above.) Column width 40%

      
      

   4. To location Purchase Orders that were Sent, or Received, on a specific date, or within a date range, enter the range of 'PO Dates' or 'Received Dates'. 

      Expand
      Section Column width 50% The 'PO Date' refers to the date when the Purchase Order was Sent; or, when the Purchase Order Status transitioned to 'Sent' The 'Received Date' refers to the date when all of the Purchase Order Items were completely Received or Cancelled; or, when the Purchase Order Status transitioned to 'Received' or 'Cancelled'. Column width 50%

      
      

   5. To location Purchase Orders that have a Purchase Order Alert, enter an 'Alert'. 

      
      

      Expand
      Section Column width 60% A 'Vendor' or 'Purchase Order' Alert may be used as search criteria. Vendor and Purchase Order alerts are defined via the 'Alert Type Setup' screen, and can be added to a Purchase Order, and/or the Purchase Order Vendor. (Refer to the 'How To Add Comment or Alert' section on the 'Purchase Order Details screen in 4.0' wiki User Guide page.) Column width 40%

      
      

   6. Click the  button to initiate the search.

   7. Click the  button to reset the search criteria.