PO Listing Window Features Glossary

Introduction to Features in PO Listing Window

This screen is the entry point to everything you do in recording, editing and printing and emailing purchase orders to suppliers.

Navigate: Costings > Purchase Orders > New

ICONS - Purchase Orders
Icon	Description
	Click on 'hide' to hide listing of purchase orders on the left side. When list is hidden, the icon changes to 'show'. The purchase order fills the whole screen.
	When the listing on the left hand side is hidden, you have the option move through the existing purchase orders sequentially backwards or forward.
	Displays listing of purchase orders on the left side of window.
	Click to find a purchase order - offers a variety of ways to find POs eg by job number, range of job numbers, clients, date ranges etc. For more information, refer to Search for a purchase order
	Displays the Creating New Purchase Order window for the creation of a new purchase order screen
	Highlight a PO on the PO listing and click. Displays the Edit a Purchase Order window and allows editing of the displayed PO. Check privileges if you have access to the edit process.
	Highlight a PO on the PO listing and click. Displays a new purchase order based on the PO displayed. Refer to Clone a PO
	You cannot delete a PO; you  can only change status to 'cancelled'. Note:If PO has no supplier invoices against it - it can be cancelled. Check privileges if you have access to the cancel option.
	This option appears when you do not have the privilege option to approve a PO - and you have to request approval. When you click on the icon, select whom you wish to send approval to and click OK:
	This icon is available for use if a PO's status is 'raised' i.e. the person who created the PO does not have the privilege to approve the PO. If a you have "approval" privileges, highlight the "raised" PO and click on this icon and click on 'yes'.
	This option is available when you have a PO with supplier invoices processed. Click on this option if you wish to mark the PO as "complete". The status changes to 'complete' and the status of the lines changes to Y
	Highlight an outstanding PO and click to create a supplier invoice  - an efficient way to create a supplier invoice which refers to one PO
	Grants you access to the 'print purchase order reports' window, where  decisions are made as to what to print and what information to include.
	Click to view full log of transactions
	This icon is available if you have the privilege to "Modify purchase order defaults". Refer to PO Settings
	This icon is available if you have the privilege to set PO limits for staff. Refer to Set PO Limits