PECOS P2P » 8. Document Search » 8.3.5 Search by Supplier

8.3.5 Search by Supplier

FindBySuppSideTab.png To search by Supplier Name select ‘Find by Supplier’ in the left navigation panel.
Fig 8.7 Find by supplier search options.png

  • Supplier - Click the ‘supplier lookup’ button to open the Supplier Search screen where you can search for a supplier by name and type. Enter a partial value in the ‘Supplier Name’ search box or leave it blank to see all suppliers. The system will display all active and deactivated suppliers (deactivated supplier history is available for viewing and maintenance) within the organisational units you have been granted permission to see. Select the supplier for whom you wish to undertake a document search.
  • GLN - As an alternative from searching by supplier name, you may search by the supplier's Global Location Number (or equivalent identification used by your organisation). Enter an exact value to return all requisitions and orders that match the search criteria.

    If both Supplier Name and GLN are entered, the search will return documents that exactly match both the name AND location reference (i.e. not name OR location reference).

  • Date - Optionally select a date range to refine your search.

Optionally select a date range to refine your search.
Two dates are available for document searches and may be combined with a date range in order to accurately find the documents you are searching for. First select one of the date radio buttons as the key to your search:

  • Order Date (default) – This is the date of the requisition document
  • Requested Delivery Date – This is the Delivery Date entered in either the Requisition or Order Delivery and Invoicing screen.

Second, select one of the following radio buttons:

  • Today – This will retrieve all documents for the date type selected with the current day’s date
  • Date Range (default) – Click the calendar icons to open a date picker to select the ‘from’ and ‘to’ date range. It is possible to select a single day or a range of inclusive dates. The default date range will select a two month period up to the current date.

    To find a date in a month other than the current month, use the arrows in the upper corners of the pop up window to select the correct month and year.
    MonthForwardArrow.png The forward arrow symbol will move the month forwards
    MonthBackwardArrow.pngThe backward arrow symbol will move the month backward
    YearForwardArrow.pngThe forward circled arrow symbol will move the year forwards
    YearBackwardArrow.pngThe backward circled arrow symbol will move the year backwards
    Click on the date required to select it.  The date will automatically populate the Delivery Date field.

  • If you make a mistake, click Clear date.  This will delete the date for an alternative to be selected.

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