Understand Purchase Order filters

Use the purchase order quick filters to efficiently locate purchase orders (POs) that are eligible for material reception.

Quick filters are pre-configured filtering tools that help refine the purchase order list. They are located above the material reception details area and include:

• PO Number: Enables users to enter a specific PO to locate the relevant entry.

• PO Item: Enables users to enter a specific PO item to locate the relevant entry.

• Column-based filters: Enables users to narrow down the PO list based on criteria such as vendor name, item class, item category, delivery date, or status.

Apply PO Number filter

Enter a value for the Purchase Order.

The Purchase Order list updates to display POs matching the value entered.

Apply PO Item filter

Enter a value for an Item associated with the PO. Note that a PO can be associated with multiple items.

The Purchase Order list updates to display POs matching the value entered.

Apply column-based filters

Select specific columns headers to filter the transfer list based on the column contents.

The following fields are available for the standard use case:

• Purchase Order: Unique reference ID used to identify the order.

• Item: Item associated with the purchase order. Note that a purchase order can have multiple items assigned to it.

• Vendor ID: The ID of the seller from whom this order was purchased.

• PO Line: The PO line item.

• Vendor Item: Vendor item code associated with PO line item.

• Plant Item: Plant item code

• Quantity: Quantity of the order as defined in the PO.

• UOM: Unit of measure associated with the order.

• Required by: The date required.

  The purchase order list updates to show only items matching the selected filter value.

Combine filters

Use multiple filters to narrow down the inventory list even further. For example, find all open purchase orders for yellow concentrate from Vendor A arriving in 7 days by selecting the following filters:

• Vendor ID: Specify the ID of Vendor A for Vendor.

• Item: Specify the item as Yellow Concentrate.

• Required by: Specify the date required as 7 days from the current date.