Exact Globe+

Overview of purchase orders

Menu path

Purchase ➔ Entries ➔ Purchase orders

Introduction

You can create or edit purchase orders under E-Purchase. Purchase orders are created when you want to purchase items from your suppliers. On this screen, all the created purchase orders are displayed. From this overview, you can:

create purchase orders
modify existing purchase orders
delete the selected purchase orders
create and/or edit notes
view and/or add attachments to the selected purchase order
view the debtor card of the supplier
change the receiving date of the selected purchase orders, or
view the log based on the changes made to the selected purchase order.

Fields

Search

Click this to search for entries based on the defined criteria.

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.

Click this to return to the previous page.

Click this to display the next page.

Warehouse

Select the warehouse of the purchase orders to be displayed. Select All to search for purchase orders belonging to any warehouse. By default, All is displayed.

Note: This box is available only if E-Warehouse management is in your license.

Purchase order date

Type or select the date or date range in which the purchase orders were created to search for purchase orders with the selected date(s). Select the All check box to search for purchase orders with any purchase order date. By default, the start date displays the date from five days before the current date and the end date displays the current date.

Note: Typing or selecting only the start date will display purchase orders that were created on or after the selected date. Typing or selecting only the end date will display purchase orders that were created on and before the selected date.

Purchase order

Type or select the purchase order to be displayed. You can leave this box blank to display all the purchase orders.

Creditor

Type or select the ID or name of the creditor whom you will be purchasing from to search for purchase orders with the selected creditor. You can leave this box blank to search for purchase orders with any creditor.

Advanced / Simple

Click Advanced to expand the search criteria. You will see Resource, Description, PO method, and Selection code.

Click Simple to hide the search criteria.

Person

Type or select the person to display the purchase orders that are handled by the selected person.

PO method

Type or select the purchase order method. For example, by phone or fax.

Description

Type a description to search for purchase orders with the description. You can leave this box blank to search for purchase orders with any description.

Selection code

Type or select a selection code to search for purchase orders with the selection code. You can leave this box blank to search for purchase orders with any selection code.

Show: Rejected purchase orders

Select this check box to display rejected purchase orders in the results section. By default, this check box is selected. Clear this check box if you do not wish to display rejected purchase orders.

Buttons

Note

Click this to type a new note or to view the notes that are recorded for the purchase order. For more information, see Creating and Maintaining Notes.