Print/email purchase orders (PO503000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

In this window, you can print the selected purchase orders with the Balanced status or send them by email.
Also, you can apply the Mark as do not email action to selected orders to ensure that they are not sent by email. This causes the Do not email check box in the Purchase orders (PO301000) window to be selected for the particular orders.

Button Description
Process Processes the documents you have selected in the table.
Process all Processes all documents listed in the table.

In the top part area, you can select (by owner or work group or both) the documents to be displayed in the table.
You also select the action to be applied to the documents you process.

Element Description
Action The action to be performed on the selected purchase orders if the Process or Process all action is invoked:
  • Email purchase order: Generates emails for the purchase orders in accordance with the mailing settings
  • Mark as: do not email: Marks the purchase orders as not requiring emailing
  • Print purchase order: Prints purchase orders that are ready for printing
Assigned to A field and the Me check box, which in the following ways to select the employee to whom the purchase orders to be displayed are assigned:
  • Select the Me check box to display the purchase orders assigned to you. The field will display your user name.
  • Clear the Me check box and select another user to view the purchase orders assigned to the user.
  • Leave the elements blank to view the purchase orders of all users of the selected work group (if one is specified) or all work groups (if no work group is specified).
Work group A field and the My check box, which you use in the following ways to select the work group the purchase orders to be displayed are assigned to:
  • Select the My check box to view the purchase orders assigned to your work group.
  • Clear the My check box and select another work group to display the purchase orders assigned to everyone in the group or to a particular user of the group.
  • Leave the elements blank to view the purchase orders assigned to all work groups.

In this table, you can view the list of purchase orders with the Balanced status that match any selection criteria you have specified.

You can also select the documents to be processed or those to be printed, emailed, or marked as not intended for emailing, depending on the action you have selected.

Column Description
Included An unlabeled check box that you use to select this document for processing.
Date The date when the purchase order was created.
Order no. The purchase order number. Navigates to the Purchase orders (PO301000) window where you can view the details of the selected purchase order.
Status The current status of the purchase order.
Owner The employee ID of the owner of the purchase order.
Employee name The name of the employee who is the owner of the purchase order.
Description Any description that has been provided for the purchase order.
Approver The employee ID of the person who approved the purchase order.
Currency The currency used in the purchase order.
Control total The manually entered total amount of the purchase order document.
Supplier The supplier associated with the order.
Supplier name The name of the supplier associated with the order.
Supplier class The class of suppliers to which this supplier is assigned.

Parent topic:
Purchases windows - overview