Find PO

The Find PO page allows you to search for purchase orders based on a complex set of criteria you define. Once you have located the desired purchase orders, you can select one from the search results and view/modify the purchase order detail information.

To find purchase orders:

1. Access the Purchasing module by clicking the Purchasing link at the top of the page.

2. Select the Find PO tab.

3. Specify any of the following criteria to define the set of purchase orders you want to find:

   • Property – Click the Select link to find POs that are associated with a particular property.

   • Region – Select a value to find POs that are associated with a property in a specific region. If a property is selected, the Region field does not appear. To re-display the Region field , clear the property value.

   • Warehouse – Select a value to find POs for items that will be stored in a specific warehouse.

   • PO# – Enter a value to search by full or partial purchase order number. For example, entering 577 will locate POs numbered 577, 4577, and 57723.

     This field is most often used to find a specific purchase order by number, but it can also be used to find all POs that have a particular value in the Ref PO# field of any included material or service items.

     If a value is specified for this field, all other criteria are ignored.

   • Request ID – Enter a value to find all POs that are associated with a specific work request.

   • Material Item – Click the Select link to find POs that include a specific material item.

   • Search Descriptions – Specify a value to find POs that have the specified text in either the PO description or any material or service item descriptions. This search is not case-sensitive.

   • PO Status – Select a value to find POs that are in particular status, for example, Open or Approved.

   • PO Type – Select a value to find POs of a specific type.

   • Vendor Name – Specify a value to find POs that have the specified characters in the name of the vendor supplying the items. This search is not case-sensitive.

   • Requestor Name – Specify a value to find POs that have the specified characters in the name of the requestor. This search is not case-sensitive.

   • PO Date – Specify values to find POs that were created within a specific date range. The system defaults to a date range of the last week.

   • Buyer Name – Specify a value to find POs that have the specified characters in the name of the buyer. This criterion only appears if Advanced Inventory is enabled and is only applicable to purchase orders that were created from a purchase requisition by a buyer. This search is not case-sensitive.

4. Once your search criteria are defined, click FIND.

   Above the result list, the total number of results is displayed. If more than 1000 results are returned, a message appears asking you to further define your criteria.

   The following columns of data are displayed. You can sort the list by clicking any of the column headings that are displayed as links.

   • PO # – the PO number; clicking this link opens the Purchase Order Details page

   • Date – the date on which the PO was created

   • Requested By – the name of the user who requested the PO

   • Property – the property the PO is associated with

   • Type – the type of PO

   • Vendor – the name of the vendor who will be providing the items

   • Status – the status of the PO