purchasing:managing_purchase_orders

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
purchasing:managing_purchase_orders [2012/02/27 01:13] – [Show outstanding Purchase Order lines....] Craig Drownpurchasing:managing_purchase_orders [2019/10/22 11:47] (current) – [Show purchase orders] Emily Porrello
Line 1: Line 1:
-====== Managing Purchase Orders ====== +{{indexmenu_n>20}} 
-{{entry>20.Purchasing/2.Managing Purchase Orders|*}} +====== 6.02. Managing purchase orders ====== 
  
 Managing purchase orders you have placed is an important part of running a medical supply facility. Managing purchase orders you have placed is an important part of running a medical supply facility.
 There are two main windows you will use to do this, along with a variety of reports. There are two main windows you will use to do this, along with a variety of reports.
  
-===== Show outstanding Purchase Order lines.... =====+===== Show outstanding purchase order lines.... =====
  
-Choosing this menu item displays a list of all lines outstanding on all confirmed Purchase Orders.+Choosing this **Suppliers > Show outstanding purchase orders** from the menus or the Navigator displays a list of all lines outstanding on all confirmed Purchase Orders.
  
 ==== Using the find box ==== ==== Using the find box ====
Line 13: Line 14:
 To the left of the field you can choose from the drop down list what to search for. To the left of the field you can choose from the drop down list what to search for.
  
-You can restrict the list displayed to a single supplier, to a single item, or to items whose delivery is expected within a specific number of days.note that the search excludes finalised orders.+You can restrict the list displayed to a single supplier, to a single item, or to items whose delivery is expected within a specific number of days. 
 +<WRAP center round important 60%> 
 +This search excludes finalised orders. 
 +</WRAP>
  
 +
 +==== Printing and opening in Excel ====
 +Click the **Print** button to print the list as displayed.
 +If you want to send the list to Excel, choose **Open in Excel** from the print options window that is shown after you click **Print**
 Double click on a line to display the Purchase Order containing that line Double click on a line to display the Purchase Order containing that line
  
 {{ :purchasing:outstanding_po_lines.png?650  }} {{ :purchasing:outstanding_po_lines.png?650  }}
  
-On the Navigator's // Suppliers// window, selecting // Show outstanding PO lines // performs the same function. 
  
 +===== Show purchase orders =====
 +
 +Choose Suppliers > Show Purchase Orders.
 +  * In the find window you can choose what will be displayed. By default mSupply displays the last 15 purchase orders.
 +
 +{{ :purchasing:po_find.png |}}
 +
 +  * You will be shown a list of matching Purchase Orders. Double-click a purchase order to open it.
 +
 +{{ :purchasing:po_list.png |}}
 +
 +
 +For a more detailed description of this window see [[purchasing:ordering_from_suppliers|Ordering Items From Suppliers]]
 +\\
 +\\
 +|  //  Previous:  **[[purchasing:ordering_from_suppliers|6.01. Ordering items from suppliers]]** | | Next: **[[purchasing:show_po_categories|6.03. Purchase order categories]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2012/02/27 01:13
  • by Craig Drown