Search by PO Status or Search PO Lines Received-Invoiced

How to Search PO by PO Status

 

  1. Set your view to see just your purchase orders
  2. Left-click on “Purchase order status” title
    1. Blue drop down: “is exactly”
    2. Type “received” or “open” or “invoiced” etc. (it can be partial: “rec”, “inv”), select “Apply”
  3. This will give you a list of orders that have been fully received (but not fully invoiced, even if only one receiver was not invoiced).
  4. This will not show you any blanket orders that have receivers not invoiced, unless the whole blanket order is fully received.

How to Search PO Lines: Received / Invoiced

  1. Click on the PO you want to look at
  2. At top ribbon, click on “General”
  3. Under “Related information”, click on “Line quantity”

Image shows the "General" tab of a Purchase Order with arrows pointing to "General," "Related Information," and "Line Quantity"

  1. This will show you the following columns:
    1. “Quantity”: amount ordered against each line
    2. “Invoiced”: amount of invoice processed against each line
    3. “Invoice remainder”: amount that needs invoiced against each line
    4. “Received”: amount received against each line
    5. “Deliver remainder”: amount left to be received against each line

Image showing the Standard View for Line Quantity with arrows pointing to "Quantity," "Invoiced," "Invoice remainder," and "Received" columns as well as the Sum for those columns

**Ideally, the sum of “Quantity” should equal the sum of “Invoiced” and also equal the sum of “Received”

Image showing the Standard View for Line Quantity with arrows pointing the Sum for the Quantity, Invoiced, and Received columns

 

Print Article