Purchase Order List

Sorting, searching and grouping are available as per other lists in Jim2. Select the column header in the grid, then drag it to the Group By area to group.

This section explains the field headings in the purchase order list. Refer to Lists for details on sorting, naming, grouping, etc. The headings may not be strictly in this order, and there may be extra columns depending on which version of Jim2 is being used.

Field	Explanation
PO#	Purchase order number. If the background colour is yellow, this purchase order is linked to a back order on a job that has created this purchase order.
Status	Purchase order status. Note: Any status coloured green is a current purchase order.
Type	Job type.
Priority	Shows the Priority that has been selected on the purchase order.
Vend#	Vendor card code.
From#	Card code if order is from a different vendor.
Vend Inv#	Vendor invoice number.
Date	Vendor invoice date.
Our Ref#	Our reference number.
Total	Invoice total, including tax.
Due	Date invoice is due for payment.
Ship#	Card code of shipping address.
Back PO#	Back order purchase order number.
Received	Date goods are received. This is the date that appears in the Comment grid of purchase orders when the Status is changed to Received.
Notes	Notes entered on the purchase order.
Orig PO#	Purchase order number if this purchase order relates to a back order.
Freight	Freight charge.
FreightTax	Tax on freight.
Branch	Branch (if applicable).
Sub-Branch	Sub-Branch (if applicable)
Stock Total	Stock price ex tax.
Tax	Amount of tax on the order.
Name	User name. Filter the list by Name to show the person who created the purchase order.
Source	This field relates to Managed Services and Managed Print Services only, where a source type can be selected.
Source Value	This field relates to Managed Services and Managed Print Services only, where a source value can be entered.
Bid Ref#	Enter a bid reference number here if required. Note that this may have been renamed via Tools > Options > Purchase. The character limit is 24.
Active, Received, Finished, Unread Email checkboxes
	Will only return results for what has been ticked.
	Will not return results for anything unticked.
	Will return results for either of the above.

Due dates

The purchase order list supports due dates at a line level. The Due search criteria will display any purchase order with a matching due date range on the purchase order header or stock line, if set.

Date due in PO header

stock line date due

Date due on stock line of purchase order

When viewing a purchase from a list, select the arrow in the quick access toolbar for the next/previous purchase order in that list:

Shortcut keys:

Ctrl+. moves to the next object in the list

Ctrl+, Moves to the previous object in the list

Purchase/expense order list colours

Background/Text	Colour	Explanation
PO#	Yellow	This indicates the purchase order is linked to a back order on a job that has created the purchase order.
Status	Black	The purchase order is finished.
	Green	The purchase order is still in a current state.
	Red	Indicates the purchase order is on received and waiting for vendor invoice.

Note: When auto creating a purchase order, the Supplier and Price Ex. fields may have an orange background colour. This represents a manual cost and vendor override, either manually at job level or via a promotion.

Right click options in the purchase order list

Right Click Option

Function

View

View the highlighted purchase/expense.

Edit

Edit the highlighted purchase/expense.

Export Data

Export data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.

Right click options in the Nav Tree

After the top 3 (which are self explanatory), these options mirror what is on the ribbon in the Purchases tab, except for the last tab, which will reset all tabs to default.

Further information

Purchases Security

Debtors Purchase Orders

Expenses at a Glance

Purchases at a Glance

Expenses Tab on POs

How Does Cost of Goods work

How PO Status Affects the GL

Purchases/Expenses Status

Purchase/Expense Order Header

Purchase/Expense Order Footer Tabs

Purchase/Expense Comment Grid