Working with Purchase Orders and Receiving

You can view all purchase orders on Employee Center from the Purchase Orders & Receiving page. 

Viewing Purchase Orders

To view Purchase Orders:

1. Log in to Employee Center.
2. From the Finance and Purchasing menu, select Purchase Orders & Receiving. 
   The Purchase Orders & Receiving page displays.
   
   

Filtering Purchase Orders

Use the Filter commands to narrow down your list of Purchase Orders:

To filter the Purchase Order List:

1. From Employee Center, access the Purchase Orders & Receiving page by clicking the Finance & Purchasing menu and then clicking Purchase Orders & Receiving.
2. To filter Purchase Orders based on the creator:
   • Click All to view all created Purchase Orders.
   • Click Mine to view all Purchase Orders that you created.
3. To filter Purchase Orders based on their Archive Status:
   • To only view active Purchase Orders, choose Active from the Archive Status drop-down list.
   • To only view archived Purchase Orders, choose Archived from the Archive Status drop-down list.
   • To view Purchase Orders of all statues, choose Both from the Archive Status drop-down list.
4. To filter Purchase Orders based on their Received Status:
   • To view all Received Purchase Orders, choose Received from the drop-down list.
   • To view Purchase Orders with a received status of Partial, choose Partial from the Received Status drop-down list.
   • To view Purchase Orders with a received statue of None, choose None from the Received Status drop-down list.
   • To view Purchase Orders of all received statuses, choose All Receive Statues from the Received Status drop-down list.
5. To filter Purchase Orders based on their Completion Status:
   • To view all open Purchase Orders, choose Open from the Completion Status drop-down list.
   • To view all released Purchase Orders, choose Released from the Completion Status drop-down list.
   • To view Purchase Orders that are pending approval, choose Pending Approval from the drop-down list.
   • To view Purchase Orders that are pending pre-payment, choose Pending Prepayment from the drop-down list.
6. To filter Purchase Orders based on their location, select the location from the Location drop-down list.

Searching Purchase Orders

To search Purchase Orders:

1. From Employee Center, access the Purchase Orders & Receiving page by clicking the Finance & Purchasing menu and then clicking Purchase Orders & Receiving.
2. In the Search field, type a term that you want to search for, and then click the magnifying glass.
   The page updates based on the provided search string.

Exporting Purchase Orders

To export a Purchase Order to Microsoft Excel:

1. From Employee Center, access the Purchase Orders & Receiving page by clicking the Finance & Purchasing menu and then clicking Purchase Orders & Receiving.
2. Click Export.
   The system exports the list of purchase orders to Microsoft Excel, to a file called Purchase Orders.xls.
    

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