Select Purchase Orders Dialog Box

Use this dialog box to select the purchase orders that are associated with the AP invoice while you are creating or modifying it.

You can access this dialog box if you are modifying an AP invoice with a workflow state of Start, In Review, or In Progress. Appropriate access rights to the AP invoice are also necessary to modify the record. The Purchase Order module is also needed to access this dialog box from the Purchase Order field. If purchase orders are associated with an AP Invoice, the Project grid and Route To field are disabled.

Parent Topic: Screens

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > AP Invoice Approvals.
  2. Create or update an AP invoice.
  3. In the Purchase Orders field, click the lookup button.

Contents

Open to Voucher Grid Toolbar

Field Description
Open to Voucher Drop-down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Select All Click this option to select all the purchase orders on the Open to Voucher grid.
Deselect All Click this option to clear the check box of the selected purchase order on the Open to Voucher grid.

Open to Voucher Grid

Field Description
Select Use the check box in this column to select the corresponding purchase order line in the row.
P.O. Number This column displays the purchase order line number.
Currency This column displays the currency used for the purchase order.
Sequence This column displays the sequence numbers that Vision assigns to purchase orders.
Description This column displays the description of the purchase order.
Open Quantity This column displays the available quantity of the purchase order.
Open Amount This column displays the available amount of the purchase order.