SOP: How to Use the Purchase Order Report to Find a Purchase Order
Objective
The objective of this SOP is to guide you on how to effectively use the Purchase Order Report to locate a specific purchase order within the system.
Key Steps
Accessing the Purchase Order Report:
Navigate to the opening RPS screen.
Go to the menu and select "Purchase Orders."
Choose "P.O. Report" to bring up the Purchase Order Report screen.
Utilizing Filters:
Sort purchase orders by specific criteria such as buyer, vendor, location, sales rep, creation date, model numbers, received status, or requirements.
Use filters like "not received" to narrow down the list of purchase orders.
Fast Filters:
Utilize fast filters like "ordered," "fully received," "open," "cancelled," "closed," and "fully received" to quickly identify specific types of purchase orders.
Universal Search Bar:
Click on the magnifying glass icon to search by model number, P.O. number, customer P.O., customer name, or order number to refine the list further.
Enter specific details like a purchase order number to directly locate the desired purchase order.
Viewing and Editing Purchase Orders:
Once the desired purchase order is located, click on the "View" button to see the purchase order details.
Make any necessary changes to the purchase order if required.
Cautionary Notes
Ensure that you are selecting the correct filters and search criteria to accurately locate the desired purchase order.
Exercise caution when making changes to purchase orders to avoid any errors or discrepancies in the system.
Tips for Efficiency
Familiarize yourself with the different filters available in the Purchase Order Report to quickly narrow down the list of purchase orders.
Use the universal search bar to directly search for specific details related to the purchase order you are looking for.
Regularly update and close out purchase orders that have been fully received to maintain an organized system.
By following these steps, you will be able to efficiently navigate the Purchase Order Report and locate the necessary purchase orders with ease.