The purchase order search user interface can be opened in two ways. The first is by pressing the 'Search' button on the toolbar, and the second by pressing the 'Reports' button, and after the drop-down menu opens, selecting the 'Search' option. The search user interface is divided into two parts. On the left is the search form, while on the right is the search results table.
The basic fields of the search form are:
The user is able to customize the search form via the '-' buttons to the right of the search box name. Pressing this button removes the corresponding field from the search form. Below the form is a drop-down menu 'Add' from which it is possible to select additional search fields to be inserted into the search form.
In addition to the basic fields, it is possible to search by name, order creation date 'Dat. creation ', change date' Dat. changes' and the closing date 'PO closed'. When entering a date, the start and end dates are determined, which are selected by clicking on the calendar icon to the right of the field for entering that date.
Below the search box, and above the 'Add' drop-down button, there are two buttons - 'Search' and 'Reset'. The 'Search' button is used to start a search based on the data entered in the form. Pressing the 'Reset' button deletes all data entered in the search form.
The results table shows the basic information about the purchase orders:
The penultimate column, with the 'and' icons, is used to display purchase order information. Clicking on this icon will open a window with detailed information, which is described in the subchapter overview of purchase order information.
The last column for the 'Open' preview contains icons that serve as links to the order document. Clicking on this icon will download and open the corresponding order document.
Generate report files
There are three buttons in the lower right corner of the screen: 'PDF', 'Excel' and 'XML'. These buttons are used to generate reports on search results in PDF, Excel or XML format, depending on which button the user clicked.
The reports you create contain data that is inside the search table.