Dates in Purchase Order screen

Posted by S. Pike on January 16, 2008, 6:57 pm

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Hello,
I'm running RMS 2.0.
Currently, when I pull up the Purchase Orders screen, I have to adjust the
date range to see a specific set of Purchase Orders. Unfortunately, it
appears that the "Date" field refers to when the PO was last updated, instead
of when it was actually placed.

Is there a way to see the "Date Purchase Order Placed" instead of the "Last
Updated" date for a PO in this screen?

It is very confusing to be searching for a Purchase Order that was created
on a specific date (or within a range) and not see it listed because it was
updated on a date that you didn't include in your range.

Any help would be so much appreciated. I'm about ready to tear out my hair
trying to understand this system.

Thanks

Posted by Craig on January 17, 2008, 9:55 am

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When you click on edit PO the header gives you 2 date fields to enter the
date of the PO. One is at the top right and says date placed. This field is
greyed out until you tell it the order was placed in the Placement Status
field. The second is at the bottom right and says PO Date. Both of these are
user editable. To start keeping track of the day you placed an order
remember to change the Placement Status to "order has been placed" the
default date is the day you set the placement status but you can change that
if you want.
Craig

> Hello,

> I'm running RMS 2.0.

> Currently, when I pull up the Purchase Orders screen, I have to adjust the

> date range to see a specific set of Purchase Orders. Unfortunately, it

> appears that the "Date" field refers to when the PO was last updated,

> instead

> of when it was actually placed.

> Is there a way to see the "Date Purchase Order Placed" instead of the

> "Last

> Updated" date for a PO in this screen?

> It is very confusing to be searching for a Purchase Order that was created

> on a specific date (or within a range) and not see it listed because it

> was

> updated on a date that you didn't include in your range.

> Any help would be so much appreciated. I'm about ready to tear out my

> hair

> trying to understand this system.

> Thanks

Posted by S. Pike on January 24, 2008, 7:17 pm

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Thanks, Craig.

I always mark that the PO has been placed immediately after I place the
order, as I noticed this set that date in the field.

But, when I'm looking in the Purchase Orders screen (The one where I can
choose to show all, shop open, show partial or show closed), and I'm
searching for PO's created wtihin a certain date range or on a specific date,
is it listing POs based on Date Placed, or Last Updated?

"Craig" wrote:

> When you click on edit PO the header gives you 2 date fields to enter the

> date of the PO. One is at the top right and says date placed. This field is

> greyed out until you tell it the order was placed in the Placement Status

> field. The second is at the bottom right and says PO Date. Both of these are

> user editable. To start keeping track of the day you placed an order

> remember to change the Placement Status to "order has been placed" the

> default date is the day you set the placement status but you can change that

> if you want.

> Craig

> > Hello,

> > I'm running RMS 2.0.

> > Currently, when I pull up the Purchase Orders screen, I have to adjust the

> > date range to see a specific set of Purchase Orders. Unfortunately, it

> > appears that the "Date" field refers to when the PO was last updated,

> > instead

> > of when it was actually placed.

> >

> > Is there a way to see the "Date Purchase Order Placed" instead of the

> > "Last

> > Updated" date for a PO in this screen?

> >

> > It is very confusing to be searching for a Purchase Order that was created

> > on a specific date (or within a range) and not see it listed because it

> > was

> > updated on a date that you didn't include in your range.

> >

> > Any help would be so much appreciated. I'm about ready to tear out my

> > hair

> > trying to understand this system.

> >

> > Thanks

> >

Posted by Craig on January 25, 2008, 9:52 am

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It's based on Last Updated. If you look at the main PO Screen You will
notice the fields listed at the top are
Status | PO # | Origin | Supplier | Last Updated
Craig

> Thanks, Craig.

> I always mark that the PO has been placed immediately after I place the

> order, as I noticed this set that date in the field.

> But, when I'm looking in the Purchase Orders screen (The one where I can

> choose to show all, shop open, show partial or show closed), and I'm

> searching for PO's created wtihin a certain date range or on a specific

> date,

> is it listing POs based on Date Placed, or Last Updated?

> "Craig" wrote:

>> When you click on edit PO the header gives you 2 date fields to enter

>> the

>> date of the PO. One is at the top right and says date placed. This field

>> is

>> greyed out until you tell it the order was placed in the Placement

>> Status

>> field. The second is at the bottom right and says PO Date. Both of these

>> are

>> user editable. To start keeping track of the day you placed an order

>> remember to change the Placement Status to "order has been placed" the

>> default date is the day you set the placement status but you can change

>> that

>> if you want.

>> Craig

>> > Hello,

>> > I'm running RMS 2.0.

>> > Currently, when I pull up the Purchase Orders screen, I have to adjust

>> > the

>> > date range to see a specific set of Purchase Orders. Unfortunately, it

>> > appears that the "Date" field refers to when the PO was last updated,

>> > instead

>> > of when it was actually placed.

>> >

>> > Is there a way to see the "Date Purchase Order Placed" instead of the

>> > "Last

>> > Updated" date for a PO in this screen?

>> >

>> > It is very confusing to be searching for a Purchase Order that was

>> > created

>> > on a specific date (or within a range) and not see it listed because it

>> > was

>> > updated on a date that you didn't include in your range.

>> >

>> > Any help would be so much appreciated. I'm about ready to tear out my

>> > hair

>> > trying to understand this system.

>> >

>> > Thanks

>> >

Posted by Craig on January 25, 2008, 11:11 am

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Another way to look up PO's is with the PO report under Reports |
Quotes/Orders . You can filter by date placed, placement status, PO #, PO
date, required date, supplier, and more. Once in the report you can drill
down into any PO listed that met your criteria.
Craig

> It's based on Last Updated. If you look at the main PO Screen You will

> notice the fields listed at the top are

> Status | PO # | Origin | Supplier | Last Updated

> Craig

>> Thanks, Craig.

>> I always mark that the PO has been placed immediately after I place the

>> order, as I noticed this set that date in the field.

>> But, when I'm looking in the Purchase Orders screen (The one where I can

>> choose to show all, shop open, show partial or show closed), and I'm

>> searching for PO's created wtihin a certain date range or on a specific

>> date,

>> is it listing POs based on Date Placed, or Last Updated?

>> "Craig" wrote:

>>> When you click on edit PO the header gives you 2 date fields to enter

>>> the

>>> date of the PO. One is at the top right and says date placed. This field

>>> is

>>> greyed out until you tell it the order was placed in the Placement

>>> Status

>>> field. The second is at the bottom right and says PO Date. Both of these

>>> are

>>> user editable. To start keeping track of the day you placed an order

>>> remember to change the Placement Status to "order has been placed" the

>>> default date is the day you set the placement status but you can change

>>> that

>>> if you want.

>>> Craig

>>>

>>> > Hello,

>>> > I'm running RMS 2.0.

>>> > Currently, when I pull up the Purchase Orders screen, I have to adjust

>>> > the

>>> > date range to see a specific set of Purchase Orders. Unfortunately,

>>> > it

>>> > appears that the "Date" field refers to when the PO was last updated,

>>> > instead

>>> > of when it was actually placed.

>>> >

>>> > Is there a way to see the "Date Purchase Order Placed" instead of the

>>> > "Last

>>> > Updated" date for a PO in this screen?

>>> >

>>> > It is very confusing to be searching for a Purchase Order that was

>>> > created

>>> > on a specific date (or within a range) and not see it listed because

>>> > it

>>> > was

>>> > updated on a date that you didn't include in your range.

>>> >

>>> > Any help would be so much appreciated. I'm about ready to tear out my

>>> > hair

>>> > trying to understand this system.

>>> >

>>> > Thanks

>>> >

>>>