Detailed

This list type shows information about both order header and order rows. The list can be grouped by order number, supplier, or delivery date.

Total

This list type shows total information about the grouping term. The list can be grouped by order number, supplier, or delivery date.

Subcontract

This list type shows information about the link to the specific operation on a manufacturing order. The list can be grouped by order number or supplier.

Shipped subcontract

This list type shows only purchase orders that currently has operations at the supplier. The shipped quantity is greater than the reported quantity. The list can be grouped by order number or supplier.

Stock order

This list type displays information from both the order header and the rows for stock orders (purchase), grouped according to the selected presentation. The list can be grouped by order number, supplier, or delivery date.

This list type is available if you have the option Warehouse.

Loading plan

This list type shows a loading plan for arrivals. By using a setting you can select if you only want to include purchase of material, shipment of subcontract, or arrival reporting of subcontract. Under the List tab you will see information from the order backlog about arrivals as a loading plan for selected orders. For shipment of subcontracts, the information is loaded from the start date on the operations (subcontracts) and the purchase order rows in the order backlog to which they belong.

Check delivery times

This list runs a check of the delivery times (CDT CDT is short for check delivery times and it is a function on order rows which calculates when the order row in question can be delivered, taking lead times and throughput times into consideration. CDT also checks if existing orders and suggestions can cover material shortages, if any, and affects when the order row can be delivered.) for selected purchase orders in order to analyze and show the consequences a delayed arrival of these orders would result in. There are setting where you choose if CDT should analyze actual orders, suggestions, and forecasts. You can also add a number of days in a simulated delay of confirmed and unconfirmed order rows to see the resulting consequences.

Posting

This list type is used with the purpose of reviewing and updating posting items for purchase orders. Only order rows that have a remaining quantity are shown in the list. You can update both account and dimensions in the list and you can use the Find & replace function. It may be useful to mass update accounts, for example, when making the shift to begin recording your stock on a stock account in the balance sheet, rather than on a cost account.

Edit order header

In this list you can update most fields available under the Header tab in the Register purchase order procedure.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.