Purchase Order Menu

Manage your Purchase Orders from the Purchase Order menu within Workflow > Purchase Orders.

Option	Description
Purchase Order Templates	Opens a list of your purchase order templates. Template Name This list has a 'Template Name' field, so you can easily see which templates are which.
In Progress/Pending Approval/Approved/Processed Purchase Orders	Opens a list of all purchase orders within that status.
Create Purchase Order	Create a new purchase order.
Email Purchase Orders	Opens a blank email allowing you to email purchase orders.
Bulk Process Purchase Orders	Change the status of multiple outstanding purchase orders.
Search	Search purchase orders via Order No, Invoice No, Notes or Supplier.
Integration Menu	Opens the integration menu.
Search Part No	Type a part number in the field to display purchase orders containing that item number. The results of your search term will be shown along with a link to the purchase order and task, if applicable. Click < PO Menu to return to the Purchase Order menu. Show me
Search Item	Type some of an item name in the field to display purchase orders containing that item name. The results of your search term will be shown along with a link to the purchase order and task, if applicable. Click < PO Menu to return to the Purchase Order menu. Show me

 

Purchase Order lists

From the Purchase Order menu, select a status you'd like to view purchase orders in, e.g. In Progress Purchase Orders, or simply Workflow > Purchase Orders > In Progress.

Show statuses

 

 

This will open a list of all purchase orders within that status. If you want to view purchase orders within a different status, simply choose from the status dropdown towards the top right.

Business Units filter

If you have access to multiple Business Units, you will have an additional filter at the top of the screen to display further options.

Filter option	Description
This Business Unit Only	Only displays purchase orders that are part of the selected business unit.
Include Child Business Units	Displays purchase orders that are part of the selected business unit, as well as child business units. An additional Owner heading field will display. Show this
Include All Business Units	Displays purchase orders for all business units. An additional Owner heading field will display. Show this

 

 

• Click a Purchase Order number to open the purchase order.
• Click a job number (JN) to open the related task (if applicable).
• Click a Bill Invoice Number to open the relevant bill for that purchase order.
• Click a supplier name to show only orders for that supplier.
• Click any underlined column heading to sort the list alphabetically or numerically based on that column, e.g. alphabetically based on Supplier name, or numerically by Order Number.

Other Options