[[purchasing:managing_purchase_orders]]

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purchasing:managing_purchase_orders [2012/02/27 01:14]
Craig Drown [Using the find box]
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.+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 ====
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 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
  
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 +===== 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 01:14
  • by Craig Drown