Select Purchase Order Vouchers

Access this form using Activities>Purchase Orders>Create/Modify Purchase Orders> Select Purchase Order Vouchers.

Use this form to select requisitioned items to be included in a purchase order. Only requisitions that have been given final approval display on this form (Activities>Requisitions>Create/Approve Requisitions).

Requisition line items are included in the current purchase order; however, they will display as separate line items (they are not added to any current line items on the purchase order). Once the requisition line items are included in the purchase order, each item's requisition number appears in the Requisition Number column on the Activities>Purchase Orders>Create/Modify Purchase Orders>Item Detail tab. This allows you to keep track of the requested items. The requisition's status then changes to "Purchase Order" indicating that it has been included on a purchase order, and the requisition will no longer be available to include in another purchase order. However, if you have only used partial items from a requisition, the remaining items will still be available for future purchase order additions.

 

Filters: The filter is for display purposes only; it simply allows you to limit which items are displayed in the Vouchers table.

• Available Filter, Selected Filter: Select an item in the Available Filter column, and click the Mover ( > ) to move it to the Selected Filter column. Once an item is in the Selected Filter column, set up its filtering criteria. Then, the table is limited to the data that falls within the designated filter criteria.
• Compares To: Select an operator from the drop-down list. The operator compares the value in the Selected Filter column with the values in Criteria 1 and Criteria 2 to determine which items are displayed in the table.
• Criteria 1: Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, you can use "%" to represent any number of characters.
• Criteria 2: Enter a value for the end of a range if the Compares To column contains the Between or Not Between operators.

Vouchers: Records are initially sorted on the first data column in ascending order. However, records can be sorted based on any column by clicking on the column heading. Select how many items per page to display using the Records per Page drop-down list. You can view items in the table in increments of 10, 25, 50, 100, 250, 500, or 1000. The default value for the Records per Page drop-down list was selected using the Options>Customize Workstation Settings>Preferences tab.

The table displays all related information about the requisition, which was entered using Activities>Requisitions>Create/Approve Requisitions. Select the requisition to include on the purchase order, and then click OK.