User Guide › Purchasing › List
Overview
Use the Purchasing list to review purchase records and their key procurement details. Purchasing officers use this list when monitoring purchase activity, checking the responsible purchaser, reviewing offer types, and identifying bid due dates. Use the available list controls to focus your review on the relevant purchasing records.
Before you start
Ensure that you have access to the Purchasing area.
Steps
-
Select Purchasing from the main navigation.
-
Select All to work from the complete purchasing list.
-
Review the purchase records shown in the list. Use the visible column headings to identify the relevant record:
- Package no. identifies the purchase package.
- Sales job No. identifies the related sales job.
- Purchaser identifies the responsible purchaser.
- Offer type identifies the type of supplier offer.
- Bid due date identifies the date by which the bid is due.
- Sub-suppli identifies the sub-supplier information displayed for the record.
-
When reviewing a specific purchasing work area, select Planned (BOM) or To Order (MRQ) as appropriate.
Tips & cautions
Tip: Review Bid due date together with Purchaser to identify purchase records that require timely follow-up.
Note: The purchasing list includes records associated with sales jobs, allowing you to review procurement activity in relation to the relevant Sales job No.
Result
You have reviewed purchase records in the Purchasing list and used the available list controls to focus on the required purchasing work area.
Was this page helpful?