Overview
Throughout the Purchasing module, you'll find a similar set of filters used for searching and loading records. Below is a list of definitions.
Field Descriptions
| • | Clear (button) - Clears all filters |
| • | Run (button) - Performs a search of existing Purchase Order line-items based on the designated filters |
| • | Purchase Order Number - Filters by specified Purchase Order Number. Available to Purchase Order Management applet only. |
| o | PO Date - Filters results based on From/Through PO Dates |
| o | Required By Date - Filters results based on From/Through Required By dates |
| • | Status - Shows all Purchase Order line-items with the designated statuses |
| o | Open - Completion Status = Open |
| o | Closed - Completion Status = Closed |
| o | Unsubmitted - Approval Status = Unsubmitted |
| o | Submitted - Approval Status = Submitted |
| o | Approved - Approval Status = Approved |
| o | Rejected - Approval Status = Rejected |
| o | Received - Receipt Status = Received |
| o | Received Partial - Receipt Status = Received Partial |
| o | Not Received - Receipt Status = Not Received |
| • | Staff - Filters results based on staff assignments. Not available to My Purchase Orders applet. |
| o | Mine - Purchase Orders for which the logged in user is the creator |
| o | Where I'm Approver - Purchase Orders for which the logged in user is an approver |
| o | Where I'm Delegate - Purchase Orders for which the logged in user is a delegate |
| o | Requester - Filters results based on selected requester |
| o | PO Approver - Filters results based on selected approver |
| • | Issue Status - Filters results based on a selected issue status |
| o | Vendor - Filters results based on a selected vendor |
| o | Vendor Address - Filters results based on a selected vendor address |
| o | Address Type - Filters results based on a selected address type |
| o | Address - Filters results based on selected ship to addresses (supports up to two) |
| • | By Item - Purchase Orders that include the selected Item |
| o | Item Only - Returns only the lines that include the selected Item |
| o | PO with items - Returns all lines from Purchase Orders that include a line for the selected Item |
| o | Project Leader - Purchase Orders that include projects to which the selected Project Leader is assigned |
| ▪ | Item Only - Returns only the lines that include the selected Project Leader |
| ▪ | PO with items - Returns all lines from Purchase Orders that include a line for the selected Project Leader |
| o | My Projects - Purchase Orders that include projects to which the logged in user is assigned as a Project Leader |
| o | Include Templates - Include line-items from Purchase Orders marked as a Template |
| • | Required by Date - Filters results using a date range against Purchase Order Required By setting |
| • | PO Date - Filters results using a date range against Purchase Order Date setting |
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