Overview
The Purchase Order Manager is a management window in Acctivate that allows users to filter and process batches of purchase orders in one central location. The Purchase Order Manager can be configured to group orders together based on user defined criteria.
The Purchase Order Manager can be accessed by going to Purchasing → Purchase Order Manager or by clicking the PO Manager icon on the Icon bar.
PO Manager Bars
The PO Manager is made up of Bars, which are a collection of Buttons. To view the bars, click the View... button at the top of the Order Manager window. The PO Manager includes a default Purchase Orders bar which includes various buttons depending on the enabled advanced purchasing order statuses.
Custom bars can be created to meet your needs. See Configuring the Manager Windows.
PO Manager Buttons
Once you've selected an PO Manager bar you will see a collection of buttons. A button is a group of POs that meet a specific criterion.
A button can display up to three different pieces of information:
- Button name: The button's name will display prominently and provide a description of the POs included in the Button. For example, "Open" which includes all open POs.
- Amounts: A dollar amount can be displayed in the bottom left corner of the button. The dollar amount displayed is a sum of an amount field for all the POs included in this button. This amount could refer to one of the following amounts:
- Ordered: The total ordered amount.
- Outstanding: The total amount of the PO lines not received yet.
- Received: The total received amount.
- Invoiced: The total amount of the PO that has been invoiced so far.
- PO Count: The number in the bottom right of the button indicates the number of POs that are included in the button.
PO Manager Columns
When viewing a Button columns of data will appear. The PO Manager only shows header level purchase order information and summary date, it does not show any detail/line level information such as Product IDs, descriptions, quantities, etc.
Filtering
While each button is pre-configured to show orders that meet certain criterion, you can use the Filter button to apply additional filtering to a button.
When you click the Filter button, a new window will appear. The bottom of the Filter window will include a description of the current button's configuration. In the Filter window, use the filter editor to add to the existing button filters.
These additional filters will remain in effect until you close the Purchase Order Manager or click the "X" button next to the filter button (when the "X" button is a dark gray it means there are additional filters in place).
Actions
Besides presenting purchase orders for easy review, the Purchase Order Manager allows you to perform various actions on selected POs. Actions include printing forms, emailing forms, changing statuses and more. To perform an action:
- Open the Purchase Order Manager.
- Select the appropriate Bar and Button.
- Check off one or more PO.
- Click Action... to view a list of Actions and select one.
The action will apply to the selected POs if they are eligible. For example, if you select a range of purchase and go to Action...→ Receive POs, an inventory receipt will be created for the purchase orders in an Issued status.
After the action is completed, the selected POs remain selected. This allows you to perform additional actions on the selected POs. However, if the action caused some or all the POs to move to a new button, you must click on that button in order to perform a secondary action. Or to put it another way, actions only apply to the POs selected in the button which is currently being viewed.
You can quickly select a range of POs:
- Click on a row in a Purchase Order Manager button.
- While holding Shift on your keyboard, click on another row above or below the previously selected row.
- All the rows between the two will now be highlighted. Either use Selection...→ Check selection or right-click and choose Check selection to check off the rows.
You can first sort the rows by clicking the column headers. To select all rows, click the checkbox column header or use the Selection...→ Select all.
Button Definitions
The following table contains the definitions of the default Order Manager bars and buttons.
Bar | Button | Definition | Amount |
---|---|---|---|
Purchase Orders | Open | Includes all open purchase orders. | The total ordered amount. |
Purchase Orders | Entered | Includes purchase orders in an Entered status. | The total ordered amount. |
Purchase Orders | Request For Quote | Includes purchase orders in a RFQ status. | The total ordered amount. |
Purchase Orders | Pending Approval | Includes purchase orders in a Pending Approval status. | The total ordered amount. |
Purchase Orders | Issued | Includes purchase orders in an Issued status. | The total ordered amount. |
Purchase Orders | Pending Approval | Includes purchase orders in a Pending Approval status. | The total ordered amount. |
Purchase Orders | Special Order | Includes Special Order purchase orders. | The total ordered amount. |
Purchase Orders | Drop Ship Order | Includes Drop Ship purchase orders. | The total ordered amount. |