Skip to main content
Eptura Knowledge Center

Search and Filter Purchase Orders from the List View

  1. Last updated
  2. Save as PDF

The list view is where you can see the full list of your Purchase Orders, along with the purchase order details at a glance. 

Each user can arrange the layout of the screen according to their own preferences and liking.

clipboard_e2ec2bdb3acd10c1b725a76e2d4e018e5.png

Search 

Search allows you to find any field within the Purchase Order list. The example below shows results populated for ACEHeating.

clipboard_e7d8beb6043a7fd125582a49060e410cb.png

  1. In the Search field, enter the search term.

Search results automatically populate.

Advanced Search 

Advanced Search allows you to search for terms within any purchase order including the notes and sub records associated to a purchase order. Advanced search also allows you to search within a specified time period of when the purchase order was created or invoiced. The example below shows the advanced search query for purchase orders including ACEHeating, created between January 1st and May 31st, 2023.

clipboard_e21aa144706058b63a7edce06f0a7df8e.png

  1. Click the more actions clipboard_ef7dcbebc80a3465515fa19d5e67bf794.png icon. 
  2. Select Advanced Search. The advanced search window displays.
  3. In the Search field, enter the search term.
  4. In the date range, select either:
    • Created Date
    • Invoice Date
  5. Click the calendar clipboard_e20b2ab1abec4b181124a0a20e67edda9.png icon and select a start date.
  6. Click the calendar clipboard_e20b2ab1abec4b181124a0a20e67edda9.png icon and select an end date.

You can include the notes ans sub records in your search. To do so, Click the Search Notes and Search Sub Records checkboxes.
clipboard_ec964ac02b39ed876b8a2ede45fbb734e.png

  1. Click the Search button.

Search results populate.

Saved View - Filter a Column Example 

When viewing the Purchase Orders list, you may want to change the purchase order columns and sort order. The Save View let's you set up the purchase order listing and then save it for next time.

This is best explained using an example. I want to create a saved list view for purchase orders that are associated to ACEHeating & Air Vendor and add the Invoice number column to the list view. 

Step 1. Reorder Columns 

  1. Drag and drop the Vendor Name column to the front of the list.DRAGDROP.gif

Step 2. Filter the Column 

  1. Click on the filter clipboard_e5c79ab0f26436f123fb3694841dcbbc0.png icon within the Vendor Name column. The list of Vendors display.
  2. Select ACEHeating & Air.
  3. Click the OK button. The Vendor Name column is filtered.

Step 3. Add a column from the Column Chooser 

  1. Click the more actions clipboard_ef7dcbebc80a3465515fa19d5e67bf794.png icon. 
  2. Select Column Chooser. The column chooser displays.
  3. Drag and drop the Invoice Number column to the Purchase Order Management column headings. The Invoice Number column displays on the purchase order list.

clipboard_eb6b15b3b4e67a0909cdea24076517ebf.png

Step 4. Save your View 

  1. Click the save clipboard_ece945c0ff2ad2558151d05d4e38b787a.pngicon. The create new view dialog displays.
  2. In the View Name field, enter the name of the saved view.
  3. Select a who can access this view option, either: 
    • Private- Don't share this view with anyone.
    • Everyone - Share this view with everyone.
    • Security Roles - Share this view with specific roles in your organization.
    • Teams - Share this view with specific teams in your organization.
  4. Click the Save View button.

Saved View - Toggle List Grouping Example

When you view the purchase order list, you may want to group the list view by a column. This let's you see the work order listing in a different way. Let's look at the example where we group by Vendor Name.

Step 1.Group by a Column 

  1. Click the more actions clipboard_ef7dcbebc80a3465515fa19d5e67bf794.pngicon .
  2. Select Toggle List Grouping.
  3. Drag and drop a column header to the group by. The Purchase Order list is toggled by group.

togglelistWO.gif

Step 2. Save your View 

  1. Click the save clipboard_ece945c0ff2ad2558151d05d4e38b787a.pngicon. The create new view dialog displays.
  2. In the View Name field, enter the name of the saved view.
  3. Select who can access this view options, either: 
    • Private- Don't share this view with anyone.
    • Everyone - Share this view with everyone.
    • Security Roles - Share this view with specific roles in your organization.
    • Teams - Share this view with specific teams in your organization.
  4. Click the Save View button.

Display your Saved View 

The next time you want to use the saved view you can display it.

  1. Click the Saved views drop-down. The saved views pop-up displays.

clipboard_e4384fed37773f8e0255d4804b9f69a27.png

 From this you can see a list of saved views, and the default view.

  1. Select a saved view.

clipboard_e2d112254346fb99691c3913f47c19122.png

Remember, you can share a view that is private to you. Click the share clipboard_e2f57c0ae67143b61babad7a348d3df08.png icon

  1. Click on apply selected. The saved view displays.