Purchase Orders – PO List

By |2021-07-26T07:39:32-05:00March 23rd, 2018|Comments Off on Purchase Orders – PO List

Introduction

The PO List is used to research and manage existing purchase orders.

Form Access

  • From the main menu, click Vendors > PO List.

Usage

Perhaps the easiest way of using the commands available in the list is via it’s right click menu.

  • To enter a new purchase order, right-click anywhere in the list and choose New PO from the pop-up menu.
  • To edit a purchase order, right-click on it and choose Edit PO from the pop-up menu.
  • To delete a purchase order, right-click on it and choose Delete PO from the pop-up menu.  Note that depending on how much transactional history involving a purchase order has occurred, a PO cannot always be deleted this easily.
  • To memorize a purchase order, right-click on it and choose Memorize from the pop-up menu.  The Add Memorized Transaction form will open, ready to setup reoccurring instances of the original transaction.
  • To open the history of a purchase order, right-click on it and choose History from the pop-up menu.
  • To create a work order from the PO List, right-click anywhere in the list and choose Create Work Order from the pop-up menu.
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
  • To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences > Show Columns from the pop-up menu.

Tips

  • The Quick Filter can be set to “Expected Date” and used to filter on a date range.  This will filter the PO List to only display purchase orders which are expected to be filled within the particular date range.

Related Topics

Purchase Orders – New PO
Purchase Orders – PO History
Item – Item Receipt List
Item – Receive Item Without Bill
Item – Receive Items and Enter Bill

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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