Searching for Purchase Orders by Date

You can search for a purchase order by the date it was created, last updated, or completed. (The completion date is the date that one or more quantities for all items on the purchase order were received and invoiced, or canceled.)

To search for purchase orders by date

1 Start the Find PO by Header process.

The default location of this process is the Acquisitions\Purchase Order folder on the navigation bar.

Horizon displays the Compound Search window.

2 Highlight the date-related index you want—PO Creation Date, PO Update Date, or PO Completion Date.
3 Do one of these options:
If you want to display purchase orders created, updated, or completed on a specific date, enter the date in the Search for field and click Search.
If you want to display purchase orders created, updated, or completed before or after a certain date, or between certain dates, click Date Range.

Horizon displays the Date Range window. Use the following table to help you enter a range of dates.

To display purchase orders that were created, updated, or completed on or before a certain date, mark Prior to. Then enter the date you want in the Date field and click OK.
To display purchase orders that were created, updated, or completed on or after a certain date, mark Since. Then enter the date you want in the Date field and click OK.
To display statements that were created, updated, or completed on or between certain dates, mark Range. Then enter the start and end dates you want in the Start Date and End Date fields and click OK.
4 Click Search.

Horizon displays a list of purchase orders that match the date range.

5 Highlight the purchase order you want and click Open. (If you want, you can highlight multiple purchase orders.)

Horizon displays the Mode Selection window.

6 Mark Edit or Receive, depending on whether you want to edit or receive the purchase order.

The mode changes the display of the PO window so that it is best suited for the task you want to perform; however, you can edit and receive a PO line in either mode. (For more information, Changing the Purchase Order Mode)

7 Click OK.

Horizon displays the PO window.

8 To display the PO header, click Header. To display a PO line, highlight the line you want and click Edit.

 


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