Steps in the screenshots correspond to the numbers in the headings.
As we previously mentioned, customizing searches and screen settings can make your job much easier! Let's cover some of the ones that at a minimum you will want to set up.
Remember that these are specific to your log-in at your computer. If you switch between multiple computers, you will need to log in and set them up at each of the computers
1. From the Main Menu, go to Inventory > Purchasing > Purchase Order.
2. The Requisitions/POs screen will come up.
3. Expand the red chevron in the search criteria.
4. Under the General Tab, enter your ST# in the Ship To Place field.
5. Under Status, hold down the shift key and choose Posted and Received Partial from the drop-down.
6. Under Approval Status, choose Approved from the drop-down.
7. Make sure that the Release checkbox is checked.
8. Click on the groupings tab.
9. Click on the drop down arrow next to PO Category and choose Supply from the drop-down.
If your site does not do a lot of Goods and Services POs, you could just hold down the Shift key and choose both Supply and Service through Order, as shown in Screenshot A.
10. Click on the green arrow next to the green magnifying glass.
11. Choose Save As from the menu.
12. Enter a title. One suggestion would be your 4-digit site number, followed by Supply POs to Ready to Receive.
If you chose to combine Services and Supplies, you would name the search "(Site number) PO GNS to Receive".
13. DO NOT MAKE PUBLIC!
This search is customized to your site so it is not beneficial for other sites.
14. If you want this to appear as your default view, you can choose Set as Default.
If you are a site that only does GNS POs, you will want to check the Set as Default checkbox. You can only have one default so make sure you use the default for the type of purchasing you do the most.
15. Click OK.
16. The search will now show in your drop-down.
Requisitions to Release: Goods and Services
The vast majority of the time, you will not need a search for GNS Requisitions to be released, as you will be creating manual requisitions most of the time.
17. If you want to save a search for requisitions to release, leave the groupings tab at Supply and Service through Order and go back to the general tab.
18. Leave the Ship to Address as is.
19. Change the Status to Proposed.
20. Change the Approval Status to Pending.
21. The release checkbox should be clear - not shaded or checked.
Follow steps 10-14 above, naming the search as (Site Number) GNS Reqs to Release.
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