Purchase Orders
Search Criteria
Item Type
Part – when ticked will retrieve all purchase orders for parts
Material – when ticked will retrieve all purchase orders for materials
Subcontract – when ticked will retrieve all purchase orders for subcontractors
Tooling – when ticked will retrieve all purchase orders for tooling
Other – when ticked will retrieve all purchase orders for others
To add or remove all the status options click in the top right of the Item Type box, just above the Other status.
Purchase Order Status
Unfinished – when ticked will retrieve all unfinished purchase orders
Completed – when ticked will retrieve all completed purchase orders
Issued – when ticked will retrieve all issued purchase orders
Cancelled – when ticked will retrieve all cancelled orders
To add or remove all the status options click in the top right of the P/O Status box, just above the Cancelled status.
Order Type
Outstanding Only – when ticked will retrieve all outstanding purchase orders
Unacknowledged Only – when ticked will retrieve all unacknowledged purchase orders
To add or remove all the status options click in the top right of the Order Type box, just above the unacknowledged only status.
Search Fields
P/O Ref. – enter the purchase order number, wildcard can be used
W/O Ref. – enter the works order number, wildcard can be used
Part Number/Issue – enter the part number/issue, wildcard can be used
Description – enter description, wildcard can be used
Supplier – use the search button to filter by supplier
Drawing Number/Issue – enter the drawing number/issue, wildcard can be used
Date Range
Use the date range to reduce the amount of data retrieved, there are preset search criteria which can be accessed by using the drop down arrow.
If a date range not included in the above is required, change the search criteria to range…
Then using the double chevron button 
the From/To Date: will be live, select required dates using the date picker.
Search Button – once all filters have been applied selecting the Search button will retrieve all data.
Reset Criteria – all previous filters will be reset
Save Current Criteria – saves the criteria currently set
Advanced Search? – activates advanced search, see advanced search for more information
Advanced Search
Advanced search can be activated to give users more scope for filtering purchase orders.
Within each criteria field there is a double chevron that enables more in depth filtering of data. Use the Add button and enter the detail of filter required, in the illustration the search will be for two suppliers Metal Supplies and Platerite.
Use the drop down menu to filter using the criteria displayed, Exactly, Starting, Containing, Ending or NOT Cont. When the necessary criteria are displayed these too can be added to the box for more in depth retrieval.
Search Results
Providing all the relevant search criteria has been set, the search results will appear in the lower half of the search window.
Line highlighted in yellow will be selected if the return key is pressed or the OK button selected.
Append Results
Selecting the Append Results button will add the current search to the tab Appended Search Results, further search results can be added. To remove all items in the Appended Search tab use the Empty List button
Find Dialogue
The Find Dialogue button opens the Locate Field Value window where searches can be made using the selected criteria. Once a search has been made using this feature will enable users to search further within the window.
Find Next
Once the Find Dialogue criteria has been set this button will look for the next record.
Search
Entering detail within this field will retrieve the information as per Simple Search in previous versions. Select the relevant column to search against.
Print Report
Prints the detail contained in the search table
Edit Report
Please contact the system administrator
Export Selected Data
Search table detail can be exported to Excel. Once the detail has been added to the clipboard open Excel and paste content.
New
The New button opens the Purchase Order window where a new works order can be created.
OK
Opens the highlighted purchase order
Cancel
Closes the purchase order search window
Recently Visited Purchase Orders Tab
This table records all the purchase orders that have been opened enabling easy retrieval if required
Append Search Results Tab
Having selected the Append Results button within the Search screen all records will appear in the Append Search Results table. To remove records use the Empty List button.
