Overview
My Purchase Orders is a management applet geared for general users to view their submitted Purchase Orders and/or manage Purchase Orders for which they are an Approver or Delegate.
Using the filters in the header, Purchase Orders can be loaded and managed per line-item.
How to load Purchase Order lines
| 1. | Set filters in the applet header |
| 3. | Rows will load into the grid |
| 4. | Line-items can be managed individually from the grid or en masse by highlighting multiple rows |
Field Descriptions
Toolbar
| • | Approve - Mark highlighted line-items as Approved |
| • | Reject - Mark highlighted line-items as Rejected |
| • | Issue - Issue an approved Purchase Order to the Vendor. Launches the Issue Purchase Order dialogue. |
| • | Received - Mark highlighted line-items as Received |
| • | Convert to Purchase Journal - Converts a received Purchase Order to a Purchase Journal for standard A/P Processing and Billing. Launches the Convert to Purchase Order dialogue. |
Filters and Grid Columns
| • | # Purchase Order Items - Label showing the number of selected line-items |
| • | Toggle All - Checks/Unchecks all loaded rows in the grid |
My Purchase Orders uses standard Purchasing Filters and Columns.
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