How do I search for and view purchase orders?

Available for

Roles: Administrator, Technician, Production, Service Provider

Plans: Advanced

The Purchase Orders module allows you to quickly search for orders, review their history, and find procurement records linked to a specific spare part.

Users with access to the module can view purchase orders according to their permissions.

Access the purchase order list

To view purchase orders in your network:

1. Open the main menu.
2. Go to the Purchase Orders module.
3. The list of purchase orders is displayed automatically.

From this view, you can:

• Search for a purchase order
• Filter orders
• View statuses
• Open purchase order details
• Access the event history

Search for a purchase order

The search bar allows you to quickly find a purchase order.

You can search, in particular, by purchase order reference. Search results are updated automatically as you type.

Filter purchase orders

Filters allow you to display only specific types of purchase orders.

You can filter by:

• Purchase order status
• Receipt status

Examples:

• Display only In Progress purchase orders
• Display Overdue purchase orders
• Display only Archived purchase orders
• Find fully received purchase orders

Filters can be combined to refine results.

View the history of a purchase order

Each purchase order includes a detailed history of all actions performed.

The history allows you to review:

• Creations and modifications
• Status changes
• Confirmations
• Recorded receipts
• Cancellations
• Archiving actions

Access the history

1. Open a purchase order.
2. Navigate to the History tab or section.
3. Review the recorded events.

Each event generally includes:

• The date
• The user who performed the action
• Details of the modification

⚠️ The history is retained even after the purchase order is archived.

View purchase orders linked to a spare part

From a spare part record, you can view all purchase orders containing that part.

This allows you to:

• Track procurement history
• Review previous orders
• Check ordered and received quantities
• Find the latest purchase prices

Access purchase orders from a spare part record

1. Open the spare part record.
2. Go to the Purchase Orders section.
3. Review the displayed purchase orders.

For each purchase order, you can view:

• The purchase order reference
• The status
• Ordered quantities
• Received quantities

⚠️ If the Purchase Orders module is not enabled on the network, this section will not be displayed.

Load more results

Purchase orders linked to a spare part are displayed in groups of entries.

If additional results are available:

1. Click Load More.
2. Additional purchase orders are displayed automatically.

View archived purchase orders

Archived purchase orders remain accessible through filters.

To display archived purchase orders:

1. Open the purchase order list.
2. Use the Status filter.
3. Select Archived.

You can then view the complete details and history of the purchase order.

Best practices

To quickly find the right information:

• Use clear and consistent purchase order references
• Regularly archive completed purchase orders
• Use the Overdue and In Progress filters for daily monitoring
• Review the history before modifying or completing a purchase order
• Use spare part records to track recurring procurements

To create and prepare a purchase order, see the article How do I create and export a purchase order?

To understand purchase order statuses, see the article How do I track the status of a purchase order?