Show/Hide Toolbars

Jim2® Business Engine Help File

Navigation: Jim2 Functions > Purchases and Expenses

Create a purchase order list

Scroll Prev Top Next More
po list icon

 

1.Select the Create PO List icon in either one of these ways:

Go to the Purchases tab of the ribbon, then select Create PO List.

In the Nav Tree, right click Purchases and select Create PO List.

2.The purchase order list is displayed. Use any of the fields in List or Advanced List tabs (bottom left of screen) as the search criteria. When generating a purchase order list using a PO# as a search criterion, that purchase order plus any related back orders will be displayed.

PO list

Tip

Some letters in the field names within the header are underlined, eg. Vend#. Using Alt+ the underlined letter will jump to the field beside that heading.

Info

On the right-hand side of the Groups field selection within the list is the word OR. Clicking this wording will change it to &. This relates to how to use groups within the search. To be able to select two groups and find things that are in both groups, use the & option. To search two groups and find anything that is in either one of those groups, use the OR option. Double clicking on the words Card Grp at the beginning of the Card Grp field will turn the field green to indicate that group selection is inverted. For example, select cards that are not in these groups.

3.Once the search criteria has been chosen, select Run and the query will be executed. The resulting list will appear.

Info

Any back order purchases in the list will be displayed with the PO # field coloured yellow.

4.Name and pin the lists so that they represent what is being searched for – this helps the user if they have multiple lists running at the same time.

 

How to

Add a Document to a Purchase/Expense Order

Add a Negative Expense Order

Add a Purchase Order

Add an Amount to a PO when Finished at $0

Add an Expense Order

Add Comments to a Purchase Order

Add Freight to a Purchase Order

Add Purchase Back order

Add Stock to a Purchase Order

Add Vendor Discount

Auto Create a Purchase Order

Create a PO from a Similar or Previous PO

Create a PO Template

Create a purchase order list

Employee Reimbursements

Enter Serial Numbers

Expense Order Stock Grid

Fix Incorrect Pricing after PO on Finished Status

How does Cost of Goods work

Link Expenses to a Purchase Order

Link a Job to a Purchase Order

 

 

Manufacturing Purchase Orders

Opening Balance Purchase Order

Print a Purchase/Expense Order

Progress Payments on Purchase Orders

Purchase an Asset Under Finance

Purchase Consignment Stock

Purchase List Header

Purchase Order list

Purchase Order Reports

Purchase Order Stock Grid

Receive Consignment Stock

Receive Stock

Record One Invoice number on Multiple Purchase Orders

Record Overseas Purchases, GST and Import Costs

Return to Vendor

Round up Supplier Invoices

Scan Stock into Purchase Orders

Staff Purchases

Unprint Purchase/Expense

View or Edit a Purchase/Expense