Searching for purchase orders

When you first open Purchase Orders Maintenance, the Search Purchase Orders window is displayed to allow you to find the purchase order you want.

Search Purchase Orders (synweb)

Note: You can also access this window by clicking the button on the banner containing the name of any purchase order.

How to use the Search Purchase Orders window

On the Search Purchase Orders window you can:

Click , leaving all fields blank. This finds all purchase orders and presents them in a search results grid.
Restrict the search by entering information in one or more fields. You can enter all or part of a name in a field and use wildcard characters to further narrow the search. See Using wildcards to search in the Introduction manual.
Note: Make sure that you enter required data into corresponding fields in the correct format. For example, you must enter the Order By ID as a number, and not a letter or alphabetic character.

At any stage you can change your selections. To do this, click and then make your new selections.

Fields that you type in are not case sensitive and can be entered in either upper or lower case or a mix of upper and lower case. For example, description fields are not case sensitive.

Tip: Fields that have a drop-down list to choose from, such as Business Unit or Order Status, are case sensitive and depend on how they have been set up in the database lookup tables. We recommend that you always select these fields from the drop-down list.

Choosing a purchase order from the search results

The General Details, Options & Creditor tab is displayed for the first search result.

Purchase Order Maintenance (synweb) - initial view after search

You can display the details for a particular purchase order by clicking on the creditor name on the search results grid on the left.

Search Purchase Orders window key fields and buttons

Order area fields

Field	Description
Business Unit	Search for purchase orders for this business unit. Note: This field will initially display the user's default business unit. See Finance Configuration Maintenance - Business Units tab in the Synergetic Finance manual.
Order Number	Search for purchase orders by order number.
Order Date	Search for purchase orders ordered on this date.
Required Date	Search for purchase orders required by this date.
Requisition Number	Search for purchase orders by requisition number.
G/L Sub Allocation	Search for purchase orders with this general ledger sub allocation code.
Order Status	Search for purchase orders of this order status.
Order Line Status	Search for purchase orders with an order line of this status.
Ordered By ID	Search for purchase orders ordered by this community member.
Printed	Search for purchase orders that have been printed.
Ord By Comment LIKE	Search for purchase orders with an ordered by comment like this one.
Use defaults for	Select to prefill the search fields with standard criteria for: Requesters Authorisers Super Authorisers

Item area fields

Field	Description
Item Code	Search for purchase orders that contain this item.
Item Description Like	Search for purchase orders that contain an item with a description like this one.

Creditor area fields

Field	Description
Creditor ID	Search for purchase orders for this creditor.
Company	Search for purchase orders by the creditor's company name.
Surname	Search for purchase orders by the creditor's surname.

Authorisation area fields

Field	Description
Authorisation Status / or	Search for purchase orders that have one of these authorisation statuses.
Authoriser Surname	Search for purchase orders authorised by a community member with this surname.
Auth Comment LIKE	Search for purchase orders with an authorisation comment like this one.

Buttons

Button	Description
	Create a new purchase order.
	Search for the ID of a: creditor item community member who created the purchase order to use as purchase order search criteria.
	Search for a purchase order based on the search criteria you have entered.
	Clear all your search criteria so you can start a new search.

Last modified: 1/02/2015 12:09:46 PM