Navigating the Purchase Order Lookup Screen

Under the Purchase Parts tab, you will find the Order Lookup screen. This screen is used to manage your parts orders and supplier credits.

The top section of the screen displays the legend and filters.

1. The coloured dots are visible on each line item in the Order Lookup, and are a quick guide on whether an order has been receipted, sent to the supplier, or is still open.
   
   
2. The date range acts as a filter, and will only show you what has been created within the date range selected.
   
   
3. Order filters allow you to search the Order Lookup via a part number.
   
   
4. The view on the right hand side allows you to narrow down your view even further.

As with most of the list screens in the Eclipse program, you can right click on the column headings to change what you can/can’t see, and also move them around. Changing these is per user, so you can have a different view to someone else.

You can type in the white field below each column heading to specify your search. 

The Supplier Order Dashboard at the bottom of the screen has the most commonly used actions regarding your orders.

Print: A quick print of the selected order.

Preview: Preview the selected order.

Re-Open: This allows you to re-open any receipted orders.

Credit: This will create a supplier credit relating to the selected invoice.

Receipt/Edit: Clicking this allows you to receipt or edit an open/sent supplier order.

Back Order: This function can turn use the order details to start the process of adding parts on back order.

Delete: This will delete the selected order as long as it is marked as open.

Deleted orders can be found and re-opened if deleted incorrectly, just use the filter in the top right to show deleted.

Right clicking on an invoice line will populate more actions available than the common ones in the dashboard.

Related Articles

How to create and send a parts purchase order

How to receipt a parts purchase order

How to process a supplier credit