Searching for Purchase Orders by Line
You can search for purchase orders by any information in the PO line. This information includes title keywords, ISBN or ISSN, statistical class, vendor code, and vendor name.
You can also search by other fields that you set up in the “search” view for PO lines.
To search for purchase orders by line
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1
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Start the Find PO by Line 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 search for a PO line by its ISBN, highlight “ISBN” and enter the item’s ISBN 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 PO lines that match your search term.
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6
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Highlight the PO lines you want to edit and click Open. |
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 PO lines. |
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 line in either mode. (For more information, Changing the Purchase Order Mode)
Horizon displays the purchase orders that are attached to the lines you selected.
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9
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To display the PO header, click Header. To display a PO line, highlight the PO line you want and click Edit. |
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