purchasing:managing_purchase_orders

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purchasing:managing_purchase_orders [2012/02/26 23:36] – created Craig Drownpurchasing:managing_purchase_orders [2019/10/22 11:47] (current) – [Show purchase orders] Emily Porrello
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-====== 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; from the drop down list 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.+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 ====
 +In the toolbar there is a field to enter searches.
 +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.
 +<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
  
-{{ :under_development:outstanding_po_lines.png?650  }}+{{ :purchasing:outstanding_po_lines.png?650  }} 
 + 
 + 
 +===== 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 |}}
  
-On the Navigator's // Suppliers// window, selecting // Show outstanding PO lines // performs the same function. 
  
 +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: 2012/02/26 23:36
  • by Craig Drown