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    Filtering Purchase Orders
    • 23 Jul 2021
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    Contents

    Filtering Purchase Orders

    • Updated on 23 Jul 2021
    • 1 Minute to read
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    Article Summary

    Here is a detailed overview of the filters available for the purchase orders table.

    Search by keyword

    The Keyword filter shows all the purchase orders which match the provided keyword. The search is performed within the PO code, supplier company name, supplier full name, and reference (which contains sales order code for dropship and back-to-back purchase orders),

    For example, you can search by the sales order code to find a particular dropship or back-to-back purchase order created for this sales order.

    PO_overview_05

    Filter by status

    StatusDescription
    AllAll purchase orders created, including finished and canceled
    ActivePurchase orders with main status "Active" or "On Hold"
    Not SentPurchase orders with submit status: draft or ordered
    Not PaidPurchase orders with payment status: "Not paid" or "Partially paid"
    Not ProvisionedPurchase orders with provision status: "Not provisioned" or "Partially provisioned"
    Not Received in TimeOverdue purchase orders with a set expected delivery date

    Select a status to show all the applicable orders.
    By default, this filter is set to Active, showing purchase orders with the main status: "Active" or "On Hold".

    PO_filter_Status

    Filter by supplier

    Start typing the ыupplier's company name or supplier's full name, and the system will show you a list of suppliers available.
    PO_filter_Supplier_Search

    Clicking a opens a new window with a whole list of suppliers available.

    PO_Select_Supplier

    Once the supplier is chosen, a view button is enabled. Clicking a opens an edit supplier window in a new tab.

    PO_filter_Supplier_View_Button

    Clicking clears the supplier field and resets a filter.

    Filter by warehouses

    Please choose a particular enabled warehouse, and all the applicable purchase orders will be displayed. By default, the filter is set to All Warehouses.

    Filter by purchase order type

    By default, the filter is set to All Types. Please choose one of the supported types to review the applicable purchase orders.
    PO_filter_Type

    Note:

    The filters are reset to their defaults after the page is closed. Refreshing a page does not reset the filters applied.

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