Find Purchase Orders

Finding Purchase Orders

Purchase orders can be found on the job in the jobs window or you can search by supplier, client or create a purchase order worklist under the costing menu.

Where to Go

Jobs window

If you have the job number use the jobs window

JobBag > Jobs > Select Job

• Purchase Order tab
• Right Click on job > Find Purchase Orders

Costing menu

If you want to search by supplier, client and make a purchase order worklist

Costings > Purchase Orders > Find

Search Criteria Overview

Use various filters such as PO number, job number, date ranges, and more to search for specific purchase orders. You can also save your searches as worklists for easy access in the future.

In the Find Purchase Orders screen, you can apply one or more of the following filters:

Filter by PO Type & Status

You can narrow your search further using the following filters:

✅ Select Types of POs

• Normal
• Talent
• Media

📌 Include PO Statuses

• Raised (and outstanding)
• Completed
• Approved (and outstanding)
• Cancelled
• Printed (and outstanding)

Filter by Specific Records

You can also restrict the search to purchase orders based on:

• Supplier – Choose from a drop-down list
• Job Number – Find POs linked to a particular job
• Job Status – Only include POs for jobs with selected statuses
• Client – Only include POs for selected clients
• Division – Filter by selected company divisions
• Account Executive – Restrict to POs created by selected account execs

Worklists for Purchase Orders

Once you've applied your filters, save the search as a worklist to use again later.

🛠️ Worklist Options

• Dynamic Worklists: Automatically include new POs that meet the saved criteria
• Static Worklists: Lock in a specific list of POs based on the current results

You can:

• Name your worklist
• Share it with others (selected users or everyone)
• Pin it as a favourite for quick access

Examples of Useful Worklists

• Last 500 Purchases orders
• Outstanding POs for Client/Supplier
• Invoiced POs for the Current Month

📌 Tip:

It’s a good practice to review your PO worklists monthly and follow up on any long-standing outstanding orders.