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• View purchase order header information.

• Drill down to view purchase order line, shipment, and distribution information.

• Access the Purchase Orders and Releases windows for entry and update of documents.

• Access other windows from the Special menu.

   To navigate to the Purchase Order Headers results window:

• In the Find Purchase Orders window, select Headers in the Results region and select the Find button to open the Purchase Order Headers folder window.

   To drill down to view purchase order line information:

• Select the Lines button to drill down to the Purchase Order Lines results folder window. You can also select View Lines on the Special menu to open this window. See: Using the Purchase Order Lines Summary Window.

   To enter a new release:

• Select the New Release button to open the Releases window. If the current record is a blanket purchase agreement or a planned purchase order, then you can create a release against it.

Attention: Depending on how the Function Security is set for your user responsibility, you may not have access to the New Release button. (With Function Security, a system administrator can limit people's access to this function.)

   To enter a new purchase order:

• Select the New PO button to open the Purchase Orders window. See: Entering Purchase Order Headers.

Attention: Depending on how the Function Security is set for your user responsibility, you may not have access to the New PO button. (With Function Security, a system administrator can limit people's access to this function.)

   To open the Purchase Orders or Releases window for the current order:

• Select the Open button to open the Purchase Orders window and query the purchase order on the current line. If the current order is for a blanket or scheduled release, Purchasing opens the Releases window and queries the current order. Your options in this window depend on the status of the order and your approval and security options. See: Entering Purchase Order Headers

Attention: Depending on how the Function Security is set for your user responsibility, you may not have access to the Open button. (With Function Security, a system administrator can limit people's access to this function.)

   To drill down to view purchase order shipment information:

• Select View Shipments on the Special menu to open the Purchase Order Shipments results folder window. See: Using the Purchase Order Shipments Summary Window.

   To drill down to view purchase order distributions information:

• Select View Distributions on the Special menu to open the Purchase Order Distributions results folder window. See: Using the Purchase Order Distributions Summary Window.

   To view acceptances:

• Select View Acceptances on the Special menu to open the View Acceptances window. See: Entering and Viewing Purchase Order Acceptances

   To enter acceptances:

• Select Enter Acceptances on the Special menu to open the Enter Acceptances window. See: Entering and Viewing Purchase Order Acceptances.

   To view action history:

• Select View Action History on the Special menu to open the Action History window. See: Viewing Action History.

   To view invoices:

• Select Invoices on the Special menu to view invoice information: See: Invoice Overview.

   To view receipts:

• Select View Receipts on the Special menu to open the Find Receiving Transactions window. See: Finding Receiving Transactions (Summary).

   To enter purchase order control information:

• Select Control on the Special menu to open the Control Document window. See: Controlling Documents.

   To enter purchase order preferences:

• Select Preferences on the Special menu to open the Purchase Order Preferences window. See: Entering Purchase Order Preferences

See Also

Overview of Purchase Orders

Finding Purchase Orders

Using the Purchase Order Lines Summary Window

Using the Purchase Order Shipments Summary Window

Using the Purchase Order Distributions Summary Window