You can carry out different actions or access different parts of the system by opening the Action Panel in any enquiry or record screens in Purchasing.
On some enquiry screen you can select multiple records or transactions while on others you can only work with one item at a time.
Access the Action Panel from a supplier
Click on Creditors then click on Suppliers.
Note: All suppliers are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines icon and choose from the available filter list, then click OK.Select the checkbox in front of the record you want to work with.
Note: The Action Panel opens automatically from the right-hand side of the screen.You can see the available action cards. The action cards are Security Profile permission driven, so you might not have access to all of them.
Access the Action Panel from the Outstanding Purchase Orders Enquiry
Click Purchasing click Enquiries and then click Outstanding Orders.
Note: All outstanding orders are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines icon and choose from the available filter list, then click OK.Select the checkbox in front of any of the transactions.
Note: The Action Panel automatically opens from the right-hand side of the screen.You can see the available action cards. The action cards are Security Profile permission driven, so you might not have access to all of them.
Access the Action Panel from the Receive Orders screen
Click Purchasing click Transactions and then click Receive Orders.
Note: All orders that can be received are displayed. You can narrow down your search by using the advanced filters. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines icon and choose from the available filter list, then click OK.Select the checkbox in front of any of the transactions.
Note: The Action Panel automatically opens from the right-hand side of the screen.You can see the available action cards. The action cards are security profile permission driven, so you might not have access to all of them.
You can also access the Action Panel from the Invoice Orders, Process Credit Notes, Convert Requests and Purchase Order Accruals screens.