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Finding Item Usage in Purchase Orders

How to use the Find Usages feature to find the Purchase Orders that contain specific Items

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Written by Ashok P
Updated over a month ago

You can use the Find Usages in Purchase Orders feature to view the purchase orders containing the selected items.

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You can use this feature for an individual product when editing via a button on the ribbon of the Edit Product form.

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Select a product or multiple products in the Product Explorer and from the Tools tab, click Find Usages > In Purchase Orders.

This will open the Find Usages in Purchase Orders interface that will display all the products in the upper window and all purchase orders associated with the selected product in the lower window.

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The columns displayed for products besides Manufacturer and Model are PO Count, Usage Count, Average Unit Price, Min Unit Price, and Max Unit Price.

The columns displayed for the purchase order usages besides Manufacturer and Model are Projects, Part Number, Vendor, Number, Status, Quantity, Price, and Date.

You have the option to "Include products with no purchase order usages" in the ribbon. This is a great way to clean up your SI catalog for products that have never been used on a purchase order.

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You can also use the Filter button to refine your filter by date or Purchase Order Status.

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You can export the products or purchase order usage lists to either PDF or Excel.

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You can also open the purchase order directly from here via the Open button.

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You can also access this feature within a project via the Reports tab or right-click menu.

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