View purchase orders

View orders

  1. To view a purchase order:

    • Open Purchase Order Processing > Purchase Orders List

      Select an order and select View.

    • Open Purchase Order Processing > Enquiries > View Purchase Order

      Use the selection criteria and select Show All Orders, then select and order and select View Order.

  2. You can view order information on each tab, such as order details, delivery and supplier addresses, analysis codes, and attachments.

  3. You can also view additional information about the order.

    On the Order Details tab, select the order line item that you want to view and select View Item.

    • If the item type is standard or free text, you can also view:

      • Analysis Codes set for the item.
      • Invoices for the item.

      • Deliveries to see the delivery history for the item, and also to view or add attached documents.

        See View delivery or despatch history.

      If the item is required to satisfy a customer order, you can view a summary of the linked sales order. From the summary details you can choose to view full details for the sales order.

      Note: Invoice, delivery and linked sales order details are applicable for current orders not archived orders.

    • If the line type is an additional charge type, you can also view the invoice details associated with the charge by selecting Invoices.

    Note: When viewing invoice or delivery details for an item, you can also choose to print the information displayed. If the item is batch/serial numbered, you can view the item's receipt and invoice history. This covers details such as the batch/serial numbers and, if applicable, the sell by and use by dates.

    • Select Cancelled Order Lines to view the cancelled order lines linked to the purchase order.

    Note: You can only view the order line details (goods and service) of cancelled orders if your system is set to store cancelled orders.

    Select Notifications to see all notifications related to this purchase order.

    If the order was generated from a purchase requisition, you can view the details of the requisition lines.

    • Select Requisitions to view the requisition fulfilment lines that were used to generate this line on the purchase order.

      An order line may have been generated from multiple requisition lines.

View orders in cloud document storage

You can set up Sage 200 to save purchase orders to cloud document storage when you print them, so that they can be viewed by everyone.

Purchase orders that have been saved to cloud document storage can be viewed in PDF format.

Open: Purchase Order Processing > Purchase Orders List, then select a single order and click View in Document Storage.

Open: Purchase Ledger > Suppliers List, then select a supplier and click View in Document Storage.

  • The supplier's folder is displayed in cloud document storage. The Purchase Order folder contains purchase orders for the supplier.

See Save printed documents to cloud document storage.

See also

Overview

Purchase document workspaces and enquiries

Other tasks

Purchase order authorisation notifications

Save printed documents to cloud document storage