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Exact Globe+   
 

Overview of Migrated Purchase Order History

Introduction

At this screen, you can obtain an overview of completed and incomplete purchase orders migrated from the Macola Progression┬« database to the Exact Globe database .  From the overview, you can view the selected purchase order.

Menu path

  • Purchase/Reports/Conversion history/Purchase order history
  • Go to Finance/Accounts payable/Maintain, select an account payable and then click Open to view the maintenance screen. In the maintenance screen, click the Conversion history button.

Note: This menu path is available only if you select the View purchase history conversion check box in Conversion history settings. For more information, see Conversion History Settings.

Description

You can filter the purchase orders that you want to display by defining your search criteria and clicking Search. The purchase orders that match the defined criteria are then displayed. A list of options appears if you click  in the Creditor number, Classification, and other boxes. From the list, make your selection and click Select.

Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and Deleting Columns.

Search

Click this to display the existing or migrated purchase order history based on the due date defined at Conversion history settings, followed by the defined criteria. For more information, see Conversion History Settings.

Clear

Click this to clear the defined criteria.

Number of rows

Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, you will see the Previous and Next buttons.

Previous

Click this to return to the previous page of entries.

Next

Click this to display the next page of entries.

Display section

Select Globe data or Conversion data to display the overview of existing or migrated purchase order history, respectively. Select All to display both the existing and migrated purchase order histories. If you display both the existing and migrated sales order histories, the migrated orders will be indicated accordingly in the Conversion column.

General section

Warehouse

Select a warehouse to display purchase orders linked to this warehouse. Select All to display purchase orders linked to any warehouse.

Purchase order

Type the specific code of a purchase order to display this purchase order only.

Purchase order date

Type or select a purchase order date or a range of purchase order dates to display purchase orders with the defined purchase order date(s). Select the All check box to display purchase orders with any purchase order date. By default, the All check box is selected.

Creditor number

Type or select a creditor to display purchase orders linked to this creditor.

Group by

Select Purchase order or Item to group the overview by purchase orders or items, respectively.

Advanced/Simple

Click Advanced to expand the search criteria. You will see the Creditor status, Description, Classification, and Completed fields as well as the Item section.

Click Simple to hide the search criteria.

Creditor status

Select Blocked, Inactive, Active, Reference, Not validated, Pilot, or Passive to display purchase orders linked to creditors with the corresponding status. Select All to display purchase orders linked to creditors with any status.

Classification

Type or select the classification of the selected creditor to display purchase orders linked to creditors with this classification.

Note: The classification of a creditor is defined at Classification in the General section of the Basics tab of the creditor maintenance screen. For more information, see Creating and Maintaining Accounts Payable.

Description

Type a full or partial description of a purchase order to display purchase orders that contain the corresponding description.

Completed

Select Yes or No to display the complete or incomplete purchase orders, respectively. Select All to display both the complete and incomplete purchase orders.

Item section

Item group

Type or select an item group or a range of item groups to display purchase orders for items linked to the item group(s). Select the All check box to display purchase orders for items linked to any item group. By default, the All check box is selected.

Item

Type or select an item or a range of items to display purchase orders for the item(s). Select the All check box to display purchase orders for any item. By default, the All check box is selected

Assortment

Select one assortment or more to display purchase orders for items linked to the assortment(s).

Note: The number of assortments displayed depends on the assortment(s) you have defined in the Assortments section in Item data settings and other menu paths. For more information, see Creating and Maintaining Assortments. If you have defined two assortments, then two assortment boxes will be displayed. You can define up to 10 assortments.

Button

Note: The Note, Attachment, Logbook, Print, and Copy buttons are always disabled when you select a migrated purchase order.

Open

Click this to view the selected migrated purchase order or the purchase order created in Exact Globe. You can also edit the purchase order created in Exact Globe but you can only view the migrated purchase order. For more information, see Creating and Maintaining Purchase Orders and Viewing Migrated Purchase Orders.

Close

Click this to exit.

Related document

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 19.179.365
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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