Introduction:

The Purchase Orders List page in SmartOffice provides you with convenient ways to search for purchase orders and purchase requisitions. This article will guide you through the functionalities available on this page, including searching for specific orders, running reports, and understanding the organization of the list.

Searching for Purchase Orders and Running Reports:

Use Search Parameters:

You can search for purchase orders and requisitions using various parameters, such as supplier, date range, or other criteria. The search will default to show un-invoiced orders, ensuring the most relevant results are displayed.

Generate Reports:

Once you have obtained your desired search results, you can generate reports based on these orders by clicking the Reports button.

We offer pre-built reports for your convenience, or you can create custom reports tailored to your specific requirements using the Report Builder. It's important to note that generated reports will be automatically deleted from your account after 24 hours.

Purchase Order and Purchase Requisition List:

Grouping of Orders:

Your purchase orders and purchase requisitions are listed alphabetically based on the supplier code. They are organized into separate groups according to their document type. For each supplier, you will have two distinct groups: one for purchase requisitions (PRs) and one for purchase orders (POs).

Viewing Documents:

To access the documents within a group, simply click on the respective group. This will expand the group and display a list of all documents it contains. Clicking the document icon to the right of a document will open the document for further review.

Group Statistics:

When a group is closed, the number displayed on the left represents the total number of documents within that group. The date shown in the date column represents the earliest document date within the group. Additionally, the value displayed in the value column represents the sum of all documents' values within the group.

Distinguishing Group Types:

A purchase order group is indicated by a green square on the left, displaying "PO" within it. Similarly, a purchase requisition group is represented by a blue square with "PR" within it. These visual cues help you quickly identify the document type for each group.

Conclusion:

With the Purchase Orders List page in SmartOffice, you can easily search for specific purchase orders or requisitions, generate reports based on your search results, and navigate through organized groups of documents. This functionality streamlines your workflow and provides efficient access to important purchasing information.