PO Manage Lists

Manage Purchase Order Lists

Introduction to PO Lists

The purchase order lists is a collection of purchase order records that have been collected by a user for any reason and saved as a list and given a name. A purchase order list can contain all the purchase orders in the datafile, or as few as one.

Every user might create a multitude of PO worklists and the reasons for creating them are as varied as the user's need of the moment.

It is recommended that the PO lists are reviewed every month and old outstanding POs are followed up and resolved.

Default Dynamic Lists Owned by JobBag

Navigate: Costings > Purchase Orders

The dynamic lists owned by JobBag are:

The columns and search criteria of the dynamic lists owned by JobBag cannot be altered.

Create You Own Personal PO Lists

You can create you own personal list. Below is an example:

1  Click on search and enter your selection options in the screen below eg select all POs issue from 1 Jan 2023.

You can select lines or select all the lines and click on the green tick 

Click on the cog wheel to view column and grouping options

An example of columns selected and it is grouped by "Created by"

Click on the "save" icon

You now have two options on how to save the list. You either "save the worklist results" or 'save the worklist search".

You have a few options:

In this example we will rename list

You can share this list with others

You have a few options on how to share eg share with everyone or only with selected users.