Purchase Views

Purchase filters help you view purchase orders in organized categories. This makes it easy to identify and track purchase orders.

Role Required: SDAdmin, SDGuest, Technicians with View permission for Purchase

You can view purchase orders (POs) in the list view and template view.

1. List View: The purchase list view organizes the purchase information into columns.
   
2. Template View: The template view displays the purchase information as an extensive list.
   

The following actions can be performed in the list/template view:

Custom Views: You can use predefined filters or custom filters from the purchase order list view and Template view page. To view the purchase orders based on filters:

1. Go to the Purchases module.
   
2. Select the respective custom view from the drop-down on the top left.
   

 

 

To create custom filters, click on the purchase list view and fill out the fields. Click here to learn more about custom filters.

Column Chooser : Customize the purchase order information as columns.  You can select up to 70 columns and rearrange them as needed by clicking.

Search :   Search for specific values within selected columns. You can add multiple column criteria at once.

Table Settings : Customize the table layout of the purchase order list/template views. Learn more.

Create a New Purchase Order: From the list/template view, you can create a new purchase order. Learn more.

Edit/Delete Purchase Orders: From the list/template view, you can edit/delete purchase orders. Learn more. 

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