Searching Purchase Orders

This topic explains how to search, view details for, and update purchase orders in the system.

Complete the following steps to search purchase orders:

1. L og in to the ONE system.

2. Click Menus/Favs > Order Mgmt > Purchase Order > Search POs .
   The Search POs screen displays.
   
   
   
   

3. In the States field, click the downward arrow to open the States.

4. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field Name	Description
   State	These checkboxes allow you to filter search results by the current order state. Select one or more options to include only those options selected. To include all order states in the search results, click the Select All checkbox.
   Vendor	The vendor associated with the purchase order.
   Outbound	Select this option to include only outbound orders.
   Ship To Site	Enter a site to include only orders for the selected site.
   Delivery Date	Enter a delivery date range to include only orders which fall within the entered range.
   Creation Date	Enter a creation date range to include only orders which fall within the entered range.
   Customer	Filter order search results by customer.
   Order Number	Filter order search results by order number.
   Retrieve For	Select the number of days to retrieve from the dropdown menu. The available options are Last 30 Days, Last 60 Days, Last 4 Months, Last 6 Months, and Last Year.
   Inbound	Select this checkbox to only include inbound orders.
   Item	Filter order search results by item.
   Ship Date	Enter a ship date range to include only orders which fall within the entered range.
   Disable My Preferences	Select Yes or No to disable all the selected preferences.
   Local Item	Use the picker tool to select a local item
   Product Group Level	Enter a product group level

5. Click the Add Filter link to add more filters.

6. Click the Search link.
   A summary of purchase orders matching the search criteria displays.
   
   

   

   
   
   

7. In the first column, click the checkbox to select an order and click the Actions button to perform the desired action for that order.

8. Click the Export to CSV button to export the report to a CSV file.

9. Click the Print button to print the results of the purchase order search on the Search POs screen.

10. In the Line/Schedule column, the small triangle icon to view the purchase order lines in a purchase order.
    The report shows the purchase order lines for the selected purchase order.

11. In the second column, click the Audit Info icon to view the audit details related to the purchase order.
    
    

    

    
    
    The Audit Info details screen displays in a new tab.

12. In the second column, click the Tracking Events and Milestones icon to view the tracking events and milestones related to the purchase orders.
    
    

    

    
    
    The Tracking Events and Milestones popup window displays.
    
    

    

    
    
    

13. Click OK to return to the list of purchase orders.

14. Click the Order Number link to view details about a purchase order.
    The purchase order details screen displays.
    
    

    

    
    
    

15. As required, update the editable fields (noted with a pencil icon).

16. Click the Update button.
    A success message displays.