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There are two ways to perform a purchase order search in the PO Management screen:
Note: Click on any one of the above links to learn more about that section.
Use the following steps to perform a simple purchase order search:
1. Click on the Business tab, click Purchasing, and select PO Management.
2. If applicable, enter the PO Number.
3. If applicable, enter the Requisition Number.
4. If applicable, enter the Vendor Number.
5. Click on the Search button. The purchase order(s) that meet the search criteria will be retrieved and displayed in the grid.
Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.
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Use the following steps to perform an advanced purchase order search:
1. In the PO Management screen, click on Advanced Search link. The advanced search fields will be displayed.
Note: The Advanced Search link will change to Single Search.
2. If applicable, in the PO Number section, enter the From and/or To fields.
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3. If applicable, in the Req. Number section, enter the From and/or To fields.
4. If applicable, click on the calendar icon to enter the Issue Date.
5. If applicable, click on the calendar icon to enter the Due Date.
6. If applicable, in the Codes section, click on the Batch drop-down menu to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.
7. If applicable, click on the Buyer drop-down menu to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.
8. If applicable, in the Vendor Number section, enter the From and/or To fields.
9. If applicable, in the PO Year/Period section, click on the From and/or To drop-down menus to select the year and period to search within a range. Default: Current year and period.
10. If applicable, in the G/L Account section, enter the From and/or To fields.
11. If applicable, enter the Vendor Name and if needed, use the wild card search button..
Note: Refer to Wild Card Search Fields for more information on how to use this feature.
12. If applicable, click on the Location drop-down menu to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.
13. If applicable, in the PO Status, Type and Miscellaneous section, select one of the three radio buttons in each line. The Any radio button is selected by default in each line.
14. Click on the Search button. The purchase order(s) that meet the search criteria will be retrieved and displayed in the grid.
Click on any of the following to return to the previous process being worked: