Purchase List

Applications › Purchase

Overview

Use the Purchase List to review purchase-related records and organize them by sales job, purchaser, offer type, bid due date, and sub-supplier. Purchasing officers and project teams can use the list to find relevant buyouts, apply filters, manage layouts, export displayed information, and initiate the available buyout-to-order action.

Workflow

1. Open the purchase list from Purchasing.

   Review the available purchase records using the displayed columns, including package number, sales job number, purchaser, offer type, bid due date, and sub-supplier.

2. Decide whether the standard column arrangement is sufficient.

   • Select Standard Layout to return to the standard list arrangement.
   • Select Columns Chooser when you need to choose which columns are displayed.
   • Select Add Layout when you need a separate saved arrangement for a particular review activity, such as tracking bids by purchaser or due date.
   • Enter a name in Layout name, then select Save.

   Tip: Use a clearly descriptive layout name so that colleagues can identify the intended list arrangement.

3. Decide whether to keep or revise a saved layout.

   • After changing an existing layout, select Update Current to save the changes to the current layout.
   • Select Delete Current when the current saved layout is no longer required.
   • Select Cancel to leave the layout action without saving changes.

   Warning: Select Delete Current only when you intend to remove the active saved layout.

4. Decide whether you need to narrow the records shown.

   Enter your criteria in Search, then select Apply filter. Review the resulting records before taking a follow-up action.

5. Decide what to do with the filtered or reviewed records.

   • Select Export when you need an exported copy of the displayed list information.
   • Select buyout-to-order when the reviewed buyouts are ready to be handled as an order.
   • Select Tickets when you need to work with tickets from the purchase list.
   • Select Delete when you need to remove a record from the list.

   Note: Apply filters before exporting or using a list action so that you work with the intended set of purchase records.

6. Open a purchase record when you need to review its form details.

Examples

A purchasing officer needs to review firm offers for sales job 18.0106 before progressing relevant buyouts.

1. Open Purchasing and review the Purchase List.
2. Enter 18.0106 in Search and select Apply filter.
3. Review the matching record’s purchaser, offer type, bid due date, and sub-supplier information.
4. If the officer wants to focus future reviews on the same information, select Add Layout, enter Sales Job Offer Review in Layout name, and select Save.
5. When the buyout is ready to proceed, select buyout-to-order.
6. If a copy of the reviewed list is required for follow-up, select Export.

Tips

Tip: Use Standard Layout when a saved layout no longer provides the view needed for general purchase-list review.

Note: Use Update Current for changes to an existing saved layout; use Save after creating a layout with Add Layout.

Warning: Review filtered results before selecting Delete or buyout-to-order.

Troubleshooting

Related pages

• Purchase
• Purchase — Overview
• Purchase — Learning Path