Selections

Creditor

Select from the Lookup. shows all selected documents for all creditors.

Period

Select a period to view for:

• Period - Select a single period in the From selection.
• Year - Displays documents for the current year.
• All Periods - All document are displayed.
• Range of Periods - Select the From and To periods to display a range.

Default is Range of Periods with From Period set to First Available period for AP or period of first Current Document whichever is earlier, and To Period set to Last Available period for AP.

Document

Select the type of documents to be displayed, from:

• Order
• Quotation
• Standing Order

Authorisation

You can filter the list by selecting an Authorisation code.

Current / History

Select to show documents that are:

• Current
• History
• Both Current and History

Display Deleted

Selected, deleted documents are shown in History.

Clear, (default) deleted documents are not shown.

Auto Select

Selected, selections, filters and sorts will be immediately applied to the list.

Clear, click Select Orders to apply selections, filters and sorts to the list.

The default value is set in PO Settings Misc tab.

Select Orders (F9)

Apply selections, filters and sorts to the list.

Default ordering for selected records is Period ID, Document ID.

Grid Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new purchase order. If you select Order, Standing-order or Quote request, the selected document is inserted. If you selected History or All Documents, select the appropriate Document type from the menu.

Delete (F3)

Delete the selected purchase order. If unsure, open the purchase order first. Deleting a purchase order marks it as deleted and transfers it to history. It is not deleted from the files. Only purchase orders that have not been receipted or invoiced can be deleted. To transfer an order to history, set its Post Status to Processed.

Open (F12)

Opens Enter Orders. You can view details and quote requests. Standing and incomplete purchase orders can be edited. Processed and historic purchase orders can be viewed.

Print (Ctrl+P)

Print a report of the Sales Order list, or save it as a PDF file to send as an email attachment.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

Calculate Totals / Clear Totals
(Alt+=)

Toggle on/off total calculation for the list fields where Total is selected in grid customisation.

Create List View (Alt+L)

Save the current list state as a List View.

Find (Ctrl+F)

Find a document using the Document ID.

Mark Processed (Ctrl+M)

Marks an Order as processed and transfers it to history.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Footer

Record Count

The total number of records shown in the list. Click to refresh the total number.

Number (Alt+N)

Click to find a document by entering an Order Number.