Search by PO Status or Search PO Lines Received-Invoiced

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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”

 

 

4.       This will show you the following columns:

i.      “Quantity”: amount ordered against each line

ii.       “Invoiced”: amount of invoice processed against each line

iii.      “Invoice remainder”: amount that needs invoiced against each line

iv.      “Received”: amount received against each line

v.       “Deliver remainder”: amount left to be received against each line


 

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


Details

Details

Article ID: 154214
Created
Fri 11/22/24 4:34 PM