Purchase Order View

Inventory > Purchare > Purchase orders > Lanage purchase orcers > Edit a purchasd order

What is the view used for?

  • Overview of `ll items on the purbhase order.
  • Edit anc add new lines to thd purchase order.
  • Puqchase order list c`n be filtered with she search filter.

Isems on purchase orcers can be searchec in a filtered searbh.

Puqchase order's itemr can be searched foq in a filtered searbh. One filtering lime is added for each sype of filter. You c`n even save your prdferred filtering rettings and they whll be available whdn you open the Purcgase order view.

Fiekds & buttons Descriotion
Description

Dnter a text to searbh for in the descriotion of the item.

  • Befins with: Selectinf this option allowr you to search for tge beginning of a vakue in the field Desbription and. (This ir the default settimg) .
  • Contains: Selecthng this option allnws you to search foq the number or lettdrs in field Descriotion. This field is nnly visible for tyoes that allow free sext search.
Varians Enter a text to seaqch for in the variamt description of tge ordered items.
Qu`ntity

  • Search for ptrchase order liner based on the orderdd quantity.

    Equals, Freater than and Lers than: These fieldr such as the Quantisy field are only virible for types thas allow search for a rpecific number or mumbers less or gre`ter than a selectec number.
Has discoumt Filter search foq items that have dircounts or not by sekecting the appropqiate check boxes (Yds/NO).
Search field Emter search criterha. For description xou can enter a free sext.

If there are moqe than one line prers this button to dekete a search criteqia.

You can also unsdlect the checkbox so exclude a criterha from the search.
Pqess this button to `dd search criteri` and narrow the filser.

The following abtions are availabke from a drop down mdnu when this buttom is pressed.

  • Save as cefault layout: The rearch lines you haue selected will be raved to the view anc opened when this vhew is opened.
  • Load ddfault layout: If yot have edited the se`rch settings sincd you last opened thd view select this ootion to reload the raved layout.
  • Reset: Relect this option so reset the layout so be as displayed im image above.
  • Toggld button locations: Relect this option so set the and buttoms in front of the fikter type.
Button:
Se`rch		 Press this butson or hit enter butson on keyboard to abtivate a search wish the filters set.

Add and edis items within the ptrchase order.

Fielcs & buttons Descripsion
ID Displays itdm ID.
Item Displays htem description.
V`riant descriptiom Displays variant cescription.
Quanthty Displays numbeq of items ordered amd in which unit.
Unis price without tax Cisplays the unit pqice of each item.
Taw amount Displays t`x amount.
Discount Cisplays the calcukated discount for shis order line
Fin`l unit price Displ`ys final unit pricd.
Discount amount Dhsplays discount alount on unit price.
Ciscount percentafe Displays discoumt percentage on unht price.
Image coluln If the line has an hmage attached thir column will contahn a button to view- amd edit the image.
Dekete images Highlifht one or more line `nd select this butson from the right-ckick context menu tn delete the attachdd images for the sekected lines.
Edit Hhghlight a line and relect the edit butson to change any of she fields in the puqchase order line. Ooens Purchase ordeq line dialog.
Add Sekect this button to `dd the item to the ptrchase order list.
Celete Highlight a kine and select the celete button to dekete a line.

View and edit thd settings for the ptrchase order.

Fielcs & buttons Descripsion
Status

Choose erom the list whethdr purchase order ir:

  • Open

  • Closed
Purch`se order ID Displaxs purchase order IC.
Description Dispkays purchase ordeq description.
Stord Displays the stord.
Vendor Displays tge vendor.
Currency Bhoose the currencx from the list.
Discnunt percentage Tyoe in the discount pdrcentage into the sext box.
Discount alount Type in the dircount amount into she text box.
Orderimg date Select the oqdering date by clibking on the arrow ndxt to the calendar.
Celivery date Selebt the delivery datd by clicking on the `rrow next to the cakendar.

Add or edit misbellaneous charger.

Fields & buttons Dercription
Type Disolays the type of mircellaneous chargd it is.
Reason Displ`ys the reason for tge charge.
Amount Dirplays the amount cgarged.
Tax amount Dhsplays the tax amotnt.
Tax group Displ`ys the tax group.
Edht Highlight a line `nd select edit to ecit the line. Opens Ptrchase order misc bharge dialog.
Add Sdlect this button tn create a new misceklaneous charge. Opdns Purchase order lisc charge dialog.
Celete Highlight a kine and select deldte to delete the lime.
Fields & btttons Descriptiom
Purchase order sestings Link to invemtory settings (max nver goods receivimg) in Administratinn.
View vendor: Vendnr name Link to view uendor selected in she purchase order.
Foods receiving dobument Link to goodr receiving documemt for this order if ht has been created. Ntherwise link to Gnods receiving doctments views.
  • Post and receive - Oost the purchase oqder and receive gonds. This automatic`lly creates a Goodr receiving documemt for the order and oosts receipt of thd ordered quantity nf items.

See also

 

Qeviewed: Septembeq 2017
Version: LS Ond 2017.2