Overview purchase history
Introduction
To retrieve the purchase histories
go to Purchase > Reports > Various > Purchase history. All historical orders, including not completed orders, are shown
here. The purchase history allows you to quickly retrieve a purchase order for
viewing, editing, authorizing, and processing.
Description
Warehouse
Select a warehouse
to display only the purchase orders with the selected receiving warehouse.
Note: This filter is only
available if you have the E-Warehouse
management in the license.
Purchase
order
Type a full or partial number of
the purchase order you want to display.
Purchase order date
Type
or select a date or range of dates to
display purchase orders that are created on the selected date or within the
selected date range. Select All to
display purchase orders created on any date.
Creditor
number
Type or select Creditor number to display purchase
orders with the selected creditor number.
Advanced
Click Advanced to expand the search criteria.
Creditor status, Classification, Description, and Completed are displayed.
Creditor status
Select
the creditor status to display purchase orders with creditors of the selected
status.
Classification
Select the classification to
display purchase orders with creditors of the selected classification.
Description
Type a full or partial description
of the purchase orders you want to display.
Completed
Select the status to display the
purchase orders with the selected status. Three options are
available:
- All — Select All to display all purchase orders.
- Yes — Select Yes to display only completed
purchase orders. A completed purchase order has a complete
receipt.
- No — Select No to display purchase orders that
are not completed.
Status,
type
This displays the creditor’s
status and account type of a selected purchase order.
Note: The creditor’s status and account
type are assigned when defining a creditor at Finance > Accounts payable > Maintain,
under the Basics tab, or at CRM > Accounts > Maintain accounts, under
the Basics tab. If the creditor’s
status is Blocked, a red cross
appears next to these details instead of a green check
mark.
Credit
line
This displays the credit limit for
the creditor.
Note: The credit limit is specified at
Finance > Accounts payable > Maintain, under the
Basics tab for Advanced mode or under the
Financial tab for Simple mode. The credit
limit can also be changed at CRM > Accounts > Maintain accounts,
under the Financial tab.
Outstanding
This displays the total amount of
outstanding items for that selected creditor. A red cross appears next to the
amount if the credit limit has been exceeded. A green check mark shows that the
amount is below the credit limit.
After defining the search
criteria, click Search to display
the search results.
Note: It is possible that not all
columns in this example are displayed. You can add or delete columns as
required. See Related documents: Inserting
and Deleting Columns.
Buttons
Note
Click Note to add a new note or to view
existing notes of the selected purchase order.
Attachment
Click Attachment to attach a new document or
to view documents that are attached to the selected purchase
order.
Logbook
Click
Logbook
to
view the changes made to the selected purchase order. This is only available if
the Logbook
check box is selected under Order
settings
at System > General > Settings > Order
settings.
Print
Click Print to print the selected purchase
order.
Copy
Click Copy to create a copy of the selected
purchase order. In the Purchase order – Copy screen,
under the Process section, type
or select an active person at the Change:
Person field for the new purchase order if the existing person is
now inactive. By default, this field is blank. You can then click Generate to generate a purchase order
based on the order you have selected.
Note:
The copy of the order you have created can be modified by
at Purchase > Entries > Purchase orders.
Open
Click Open to view or edit the selected
purchase order.
Close
Click Close to
exit.
Related
documents
Currently there are no related documents.
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
|
Security level: |
All - 0 |
Sub category: |
|
Document ID: |
12.016.948 |
Assortment: |
Exact Globe+
|
Date: |
01-06-2023 |
Release: |
|
Attachment: |
|
Disclaimer |