Applications › Purchasing
Overview
Use the Purchasing list to review purchasing records and locate the items that require attention. Purchasing officers can search and filter records by purchasing status, then review key details such as package number, sales job number, purchaser, offer type, bid due date, and sub-supplier. You can also save a personal list layout or export the displayed results for further analysis.
Workflow
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Open Purchasing from the main application menu to display the purchasing list.
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Decide which purchasing records you need to review:
- Select Planned (BOM) to focus on records planned from a bill of materials.
- Select To Order (MRQ) to focus on records that require ordering.
- Select All to return to the complete purchasing list.
The list displays purchasing information including package number, sales job number, purchaser, offer type, bid due date, and sub-supplier.
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To locate a specific record, enter a value in Search, then select Apply filter. Use identifiers such as a package number, sales job number, purchaser, or supplier-related text to narrow the list.
Tip: Start with the sales job number or package number when reviewing Buyouts for a particular job.
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Review the filtered results and open the required purchasing record for its form details.
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When the displayed list requires a different set of information, select Columns Chooser and choose the columns needed for the review. Use the resulting layout to compare purchasing records consistently.
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Decide whether to keep the list arrangement:
- To create a reusable view, select Add Layout, enter a value in Layout name, and select Save.
- To save changes to the active layout, select Update Current.
- To return without saving a new layout, select Cancel.
- To remove a saved layout that is no longer needed, select Delete Current, then confirm with Delete.
- To return to the default arrangement, select Standard Layout.
Note: Use a named layout when you regularly review the same purchasing columns, such as purchaser, bid due date, and sub-supplier.
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When the filtered list is ready for external review or reporting, select Export to export the displayed records.
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Where applicable, select buyout-to-order to work with the available Buyout-to-order action for the selected purchasing context. Select Tickets when you need to access the available ticket action.
Examples
A purchasing officer needs to review Buyouts that are ready to be ordered for sales job 18.0156.
- Open Purchasing and select To Order (MRQ).
- Enter
18.0156in Search and select Apply filter. - Review the matching record, including its purchaser, offer type, bid due date, and sub-supplier.
- Open the purchasing record to review its form details.
- Select Columns Chooser if the current list does not show the details required for the review.
- If this view will be used repeatedly for order preparation, select Add Layout, enter
Orders for reviewin Layout name, and select Save. - Select Export if the filtered records must be shared or analyzed outside the application.
Tips
Tip: Apply a filter before exporting so that the export contains only the purchasing records relevant to the current review.
Warning: Select Delete Current only when the active saved layout is no longer required. This action is followed by Delete.
Note: Standard Layout restores the standard list arrangement without requiring you to manually adjust the displayed columns.
Troubleshooting
The expected purchasing record is not displayed.
Likely cause: A purchasing status filter or search value is limiting the list.
Fix: Select All, clear or revise Search, and select Apply filter again.
The list does not show the information needed for review.
Likely cause: The current layout does not include the required columns.
Fix: Select Columns Chooser, adjust the displayed columns, then use Update Current or create a layout with Add Layout.
Changes to a new layout were not retained.
Likely cause: The layout was not saved.
Fix: Select Add Layout, provide a Layout name, and select Save.
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