Export a list of purchase orders
If you use grid setting to customize the way the data is displayed, the data will be exported the way it is displayed.
In the Company field, click
to select one or more companies for which you want to view purchase orders. If no companies are selected, all companies appear in the list.
In the Vendor field, click
to select one or more vendors for which you want to view purchase orders. If no vendors are selected, all vendors appear in the list.
In the Profit Center field, click
to select one or more projects or equipment items for which you want to view purchase orders. If no projects are selected, all projects and equipment items appear in the list.
In the Order Stage field, click and select the stage of the purchase orders to view.
All
Entries in Process
Ready to Print
Waiting for Approval
Committed
In the Include field, click and select the status of the purchase orders to view.
Open
Closed
All
Click Retrieve.
To specify the file type for the export, do one of the following:
To export the list to Excel, click
next to the Export button and select Excel.
To export the list to a tab-delimited file, click
next to the Export button and select Text file (Tab Delimited).
Navigate to the folder where you want to save the file.
In the File Name field, enter a file name for the exported file.
Click Save.
Click OK.
Note: If you opted to export the list to Excel, the Excel file automatically opens if you have Excel installed.
