View purchase orders that are late or coming due

View purchase orders that are late or coming due

Part 1: Look for past due purchase lines
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type purchase order lines in the Filter field.
3. Click the web.PurchaseOrdersLines list item.
4. Click the OK button. The Purchase Order Lines form opens.
5. Click the Filter in Place icon.
6. Type <=[yesterday’s date] in the Due Date field. 
Note: Use MM/DD/YYYY format for date entry.
7. Click the Filter in Place icon. All PO lines with a due date before today display in the slider grid.
Note: If no records display, this means that there are no past due lines. In a production 
environment, past due lines require investigation and resolution.
Part 2: Look for purchase lines coming due soon
1. Click the Filter in Place icon.
2. Type [your initials]* in the PO field.
3. Type <=[the date 5 business days in the future] in the Due Date field. 
4. Click the Filter in Place icon. All your PO lines due in the next five days display.
Note: In a production environment, you should verify that these items are on track to be delivered 
on time. 
7. Click the X on the Purchase Order Lines form

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