Hi Everyone. Sometimes, when viewing Purchase Orders, the PO's we are looking for may not be present in our Order List View even though you know the date range is correct. What can be the cause of this? The default view that is displayed is based on the created date of the PO. However, what if you need to search PO's by Delivery or Ship Date? Listed below are the steps necessary to create a custom view and set a different date filter type precisely!
The supplier will need to create a custom view and select the needed Date Type they would like to use
- Sign in to Procurant One (login.procurant.com).
- Select the Supplier application.
- Select the Orders module from the module's column on the left side of the screen
- Click the eyeball beside the My Views dropdown.
- From the pop-up window, select Create View.
- Enter a custom name for the new view.
- Select the needed Data Type
- Select the Create button.
See you next week!