[[purchasing:managing_purchase_orders]]

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purchasing:managing_purchase_orders [2012/02/27 01:09]
Craig Drown
purchasing:managing_purchase_orders [2019/10/22 11:47] (current)
Emily Porrello [Show purchase orders]
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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
  
 {{ :​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]]** //  |
  • Last modified: 2012/02/27 01:09
  • by Craig Drown