Searching for Purchase Orders by Header
You can search for and display purchase orders by information in the PO header. This information includes PO number, PO description, vendor code, vendor name, location.
You can also search by other fields that you set up in the “search” view for POs.
To search for purchase orders by header
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1
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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.
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2
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Highlight the index you want to search. |
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3
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Enter a search term in the Search for field. |
For example, to display purchase orders for a certain vendor, highlight “Vendor Code” and enter the vendor code in the Search for field.
Depending on the index you choose, you can click the Entry Aid button (the button on the far right) to display a list of valid options.
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4
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If you want to do a compound search, use the steps in this table; otherwise, skip to step 5: |
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a
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Do one of these options: |
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•
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Mark AND to narrow a search. |
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•
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Mark OR to broaden a search. |
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b
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Highlight a search index from the list of indexes. |
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c
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Enter a search term in the Search for field. |
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d
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Click Append List to add new results to the current ones. |
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e
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Repeat steps 1 through 4 in this table until your search string is complete. |
Horizon displays your search string as you enter it. You can enter up to 300 characters.
Horizon displays a list of purchase orders that match your search term.
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6
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Highlight the purchase order you want and click Open. (If you want, you can highlight multiple purchase orders.) |
Horizon displays the Mode Selection window.
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7
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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)
Horizon displays the PO window.
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9
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To display the PO header, click Header. To display a PO line, highlight the line you want and click Edit. |
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