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Quantum VS Help: Finder |
You may use the Finder to:
show details of Purchase Order lines on Purchase Orders;
locate specific Purchase Order lines; and
open a Purchase Order containing a Purchase Order line for viewing/editing.
You may potentially use the Purchase Order Lines Finder to update details for the line, such as the delivery date or quantity, or cancel delivery of a particular line. You may wish to add/edit Progress Notes to update details on the line's progress, and/or update the expected and target delivery dates and shipping dates for the line (see Reviewing Purchase Order Progress And Supplier Delivery/Shipping Targets).
Note: You may alternatively access Purchase Order details using the Purchase Orders Finder. See Finding Purchase Orders.
Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.
To show Purchase Order Lines in the Finder:
From the Home tab: under search, select Purchase Order Lines.
Or: Use the search section in the Mega Menu to select Purchase Order Lines.
Or: From the main menu: select Edit > Search, then select Purchase Order Lines.
Or: In the Finder: click the 'down' arrow on the Search... button and select Purchase Order Lines from the menu.
Your Purchase Order lines will be listed in the Finder. For example:
Details of each Purchase Order line are displayed, including the quantity ordered and delivered, Required By date, Purchase Order details and Supplier details.
Note: You may change the sequence of records displayed - see Changing The Search Sequence.
Note: Additional User Defined Fields will display in the Finder if the 'Show In Finder?' option was selected when Creating User Defined Fields. Fields will display data if it has been entered for a Purchase Order line.
If more than one page of records is displayed in the Finder you may click the blue arrow keys on the Finder Toolbar to scroll through pages of records and/or enter/select a page number. For example, entering 40 will show the 40th page of results. See Browsing Records in The Finder.
You may use the Branch menu to filter Purchase Order lines by Branch.
To open the Purchase Order containing the Purchase Order line from the Finder, either:
Click the Document hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The record will open in a new tab. For further details see Working With Purchase Orders.
The following hyperlinks are also available in this Finder. Click:
Account: Click to open the Supplier record.
Last Progress Note: Click to open the associated Progress Note.
Progress Note Reason: Click to add a Progress Note.
Product Code: Click to open the Product record.
You may wish to alter the sequence in which the records are displayed in the Finder. To do this:
1. Click Advanced on the Finder Toolbar.
2. The Search menu shows the current order in which records are displayed. To change the sequence, select an alternative option from the menu.
Purchase Order lines have the following Search options:
Account: Display Purchase Order Lines (and search results) in Supplier account number order.
Document: Display Purchase Order Lines (and search results) in Purchase Order number order.
Required By: Display Purchase Order Lines (and search results) in Required By date order.
Product: Display Purchase Order Lines (and search results) in Product Code order.
You may also change the sort order by selecting either A to Z or Z to A.
You may filter records by date range by entering/selecting a date in the From and/or To Date Range fields.
3. Click the search (magnifying glass) icon 
on the Finder toolbar. The records will be re-sequenced based on the chosen Search option.
To find a specific record without having to browse through pages of records:
1. Type an appropriate search term into the search field on the Finder Toolbar.
The search term you enter should relate to the Search option selected - see above. For example, if the Search option is Account then enter all or part of the Supplier Account number.
To find a Purchase Order line which contains a specific product: select Product in the Search menu before entering a product-related search term.
Note: You may click the down arrow within the search field to view and select a recent search.
2. Click the search (magnifying glass) icon on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.
You may use filters to control which records are displayed in the Finder. To filter Forward Order Lines:
1. Click Advanced on the Finder Toolbar.
2. You may filter Purchase Order lines by Required By Date by entering/selecting a date in the From and/or To fields (e.g. 01/01/20XX). Click Today to enter today's date.
On clicking the search icon, only Purchase Order lines with a Required By Date in the selected range will be displayed.
3. By default, all Purchase Order line (a) Order Types, (b) Order Statuses, (c) Invoice Statuses and (d) Required statuses are displayed in the results (i.e. all of the Order Type, Order Status, Invoice Status and Required fields are checked). To reduce the number of results you may uncheck the following fields:
Order Type:
All: Show Purchase Order lines of every Order Status
Stock Orders: Show Stock Purchase Order lines
Direct Orders: Show Direct Purchase Order lines
Pre-Allocated: Show Pre-Allocated Purchase Order lines
Works Orders: Show Works Order Purchase Order lines
Order Status:
All: Show Purchase Order lines of every Order Status
Suggested: Show Suggested Purchase Order lines
Parked: Show Parked Purchase Order lines
Cancelled: Show Cancelled Purchase Order lines
Undelivered: Show Undelivered Purchase Order lines
Part Delivered: Show Part-Delivered Purchase Order lines
Fully Delivered: Show Fully Delivered Purchase Order lines
Pre-Allocated: Show Pre-Allocated Purchase Order lines
Invoiced: Show Invoiced Purchase Order lines
Complete: Show Complete Purchase Order lines
Invoice Status:
All: Show Purchase Order lines of every Invoice Status
Fully Invoiced: Show fully invoiced Purchase Order lines
Uninvoiced: Show uninvoiced Purchase Order lines
Required:
All: Show Purchase Order lines of every Required status (i.e. both Overdue and In Date Purchase Orders)
Overdue: Show Overdue Purchase Order lines
In Date: Show 'In Date' Purchase Order lines
You must ensure that at least one filter from each category listed above is selected, otherwise no results will be returned. For example, to show ONLY Stock Purchase Order lines:
Under Order Type, ensure only the Stock Orders box is checked.
Ensure All or at least one Order Status box is checked.
Ensure All or at least one Invoice Status box is checked.
Ensure All or at least one Date Status box is checked.
4. Click the search (magnifying glass) icon on the Finder toolbar.
The selected records will be displayed in the Finder.
Note: To list all records again: check the All field(s) and edit the Date Range fields as necessary then click the search (magnifying glass) icon on the Finder toolbar.
NEXT: Finding Purchase Orders
