The following fields and buttons appear on the tab that displays when you select the menu option.

Header

Current PropertyCompany

Select a PropertyCompany from the drop-down list. The purchase orders associated with that PropertyCompany display in the grid below.

Find PO #

Find [Column Title]

This field defaults to Find PO#; however, if you click any underlined grid column title, the field label changes to reflect your selection. You can then search for purchase orders based on the field label. For example, if you know the purchase order description, click the Description column title and the find field label changes to  Find Description.

Enter the first few letters or numbers to search for (or select from a drop-down list if one displays), and then select the Find button. The items that are the nearest match to your entry display in the grid below. Click column titles to sort the list further.

Advanced Find

Use this link to create or edit advanced search criteria, which you can use to limit the results that display in the grid below.

Go Button

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Grid

PO #

The purchase order number. Click this column title to sort the list and change the Find field.

Click a PO # link to go to the Purchase Orders General tab to view information for the purchase order. Users with permissions, can edit purchase orders that are not closed.

Date

The date of the purchase order. Click this column title to sort the list and change the Find field.

Vendor ID

The vendor ID associated with the purchase order. Click this column title to sort the list and change the Find field.

Short Name

The short name of the vendor. Click this column title to sort the list and change the Find field.

Status

The status of the purchase order. Click this column title to sort the list and change the Find field.

Description

The description of the purchase order. Click this column title to sort the list and change the Find field.

Amount

The amount of the purchase order. Click this column title to sort the list and change the Find field.

Click an Amount link to open the PO History page and view invoices against the purchase order.

NOTE that if there are no invoices for the purchase order then there is no link.

Invoiced

The amount of the purchase order that was invoiced. Click this column title to sort the list and change the Find field.

Remaining

The remaining amount of the purchase order that has not been invoiced. Click this column title to sort the list and change the Find field.

Documents

One of the following icons appears in this column:

No documents are currently stored for the purchase order. Click the icon to upload documents for the purchase order.

At least one document is currently stored for the purchase order. Rest your mouse pointer on the icon to see the number of documents stored. Click the icon to view, add, or delete documents.

For more information, refer to the Documents Tab instructions.

1. From the Current PropertyCompany drop-down list, select a PropertyCompany. The purchase orders associated with that PropertyCompany appear in the grid.
2. Examine your results to see if you can locate the desired purchase order.
3. If too many purchase orders appear in the grid, you can limit the display by using one of the following methods.

Find Field Method

1. Use the Find field to locate a purchase order. This field defaults to Find PO #; however, if you click any underlined grid column title, the field label changes to reflect your selection. You can then search for purchase orders based on the field label. For example, if you know the purchase order description, click the Description column title and the Find field label changes to Find Description.
2. Enter into the field a string to search on and then click the Find button. The items that are the nearest match to your entry appear in the grid.

Advanced Find Method

1. To use the advanced search method, click  the Advanced Find link and use the PO Advanced Find Tab that opens to help you enter search criteria.
    
2. When finished selecting search criteria, click Save. The Inquiry page appears again showing the purchase orders that meet your selection criteria.

1. Locate the purchase order you want to view or edit. Use To Find Purchase Orders, above, for help.
2. Select the link in the PO # column. The Purchase Orders General tab opens.
3. View information for the purchase order.
4. Users with permissions, can edit purchase orders that are not closed.

1. Locate the purchase order you want to view or edit. Use To Find Purchase Orders, above, for help.
2. Click the link in the Amount column to open the Purchase Order History page and view invoices against the purchase order.
   
   NOTE that if there are no invoices for the purchase order then there is no link.

 

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