The Outstanding Purchase Order Enquiry screen

All our enquiries and record lists share the same screens and the same functionality for consistency purposes.
For more information on the layout and functionality of the screen please refer to the Purchase Transactions Enquiry screen article.

The Outstanding Purchase Orders Enquiry provides a list of all orders that have been posted through the Purchasing module for all suppliers.

You can run enquiries against all records or just a specific record.
You can apply filters to ensure that only the orders you are interested in are displayed in the enquiry window.
You can look at just the header information, or you by clicking on the expand arrow icon.
Access to enquiry windows is controlled by your security profile.

Access a supplier's outstanding orders directly from the supplier

Click Creditors then click Suppliers.
Note: All suppliers are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
Select the checkbox in front of a supplier that you wish to see all outstanding orders for.
Note: The Action Panel automatically opens from the right-hand side of the screen.
Click the Outstanding Orders card.

The Outstanding Purchase Orders enquiry opens with only the selected supplier's transactions listed.

Note: When you access the enquiry directly from a supplier record, the list of outstanding orders are filtered based on the selected supplier. For more information please refer to remove filters. To be able to use the account name search, you must remove the current code filter from the advanced filter panel.

Access outstanding orders enquiry directly from the Creditors module

Click Creditors then click O/S Purchase Orders.
Note: All outstanding orders are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.

Access outstanding orders enquiry directly from the Purchasing module

Click Purchasing then click Outstanding Orders.
Note: All outstanding orders are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.

Access outstanding orders enquiry directly from the Costing module

Click Costing then click Outstanding Purchase Orders.
Note: All outstanding orders are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.

Note: When clicking anywhere on a row, the action panel automatically opens from the right. You can close the Action Panel by clicking on the arrow icon in the middle of the panel.

The Outstanding Orders Enquiry is made up of the following sections:

Sections	Description
Record Count	Shows the number of transactions listed in the grid for the provided filter criteria. Updates depending on the filter criteria. Updates when you select transactions.
Search field	Search on Account Name or Order Number. When accessing the enquiry directly from a supplier record, the account name and header reference only searches on the selected record. Tip: You have to know the first few characters or numbers to be able to search as these searches are what we refer to as Begins With searches.
Saved Filters List	A list of any saved filters that are available. Filters are saved using the advanced filter panel, for more information please refer to how to use the advanced filter.
Advanced Filter	Opens the advanced filter panel for advanced filtering. Number indicator displays the number of applied filter criteria to the enquiry list. For more information, refer to the advance filter articles we linked above.
Cog	Contains a list of actions which can be carried out on the enquiry. Configure Columns - Customise the displayed columns in the best order to suit your needs. For more information please refer to Configure Columns. Clear Criteria - Clears all the filter criteria that you have added directly for a column displayed. Doesn't clear the filter you have added to the Advanced Filter panel. Reset Sorting - Removes any sorting that you've set on all displayed columns. Reset Default Column Width - Resets all column widths to their default size. Export to Excel - All - Exports all the transactions on the purchase ledger for the columns displayed on the screen. If you wish to see all columns available on your export, you have to add all columns in the configure column option. The current limit is set at 50,000 rows to protect the performance. Export to Excel Current View - Exports the currently displayed or loaded transactions and columns, the default is to load 100 transactions. If you wish to see all columns available on your export, you have to add all columns in the configure column option. Once you scroll past the 100th transaction, this loads another 100 transactions. This is done to make sure that you don't come across any performance issues when you have hundreds of thousands of records.
Hide Grouping	You can select to group by any column when this option is on by dragging a column into the drag and drop columns header for grouping field. You can group multiple columns. You can turn this option off to allow for more space for your transactions by clicking on Hide Grouping. You can turn grouping back on by clicking on Show Grouping.
The Grid	Default columns are displayed when the Enquiry screen opens. You can change by manually dragging and dropping the columns to where you want them or alternatively you can customise your columns using the Configure Columns. Each column is sortable, and you can sort on multiple columns at the same time. To sort on multiple columns, hold down the Shift key on your keyboard and click on the column you want to sort. You can filter on all of the columns by pointing to the column label and clicking on the 3 small horizontal lines to open the filter window. You can increase and decrease the column width and the settings are saved for you so you to only have to do this action once. The Totals at the bottom right-hand side of the screen are made up of the Gross and Outstanding Net values of the displayed transactions. When you select a transaction the totals at the bottom will display the totals for this order only. You can open the detail lines on a transaction by selecting the expand arrow in front of a transaction. You can change the configuration of the columns displayed for the Detail line from the Cog icon which is at the end of the detail section.
Hyperlinks - Account Code and Account Name	You can click on the hyperlinks on the account code and name columns to view your supplier record which depending on your security permissions opens in edit or view mode. If you don't have access to supplier records, the hyperlinks aren't visible on the enquiry screen.
Action Panel - Access other options	Select the checkbox in front of a transaction to open it. The Action Panel opens on the right-hand side of the screen where you can access action cards. The Actions tab displays all action cards that are available for your security permissions.

The Aged Credit Enquiry screen

The Outstanding Sales Order Enquiry screen

The Purchase Order Delivery History

The Purchase Transactions Enquiry screen

The Supplier Records screen