Parts Explorer-Warehouse Level

This article describes each option on Warehouse Menu Tree within the Parts Explorer.

When expanding the tree of a single Warehouse, several options are displayed; each option will be covered below.
 

Open Purchase Orders
Highlighting this option will display a list of all open Purchase Orders in the Active Pane.  Double-clicking on a record in the Active Pane will open the Purchase Order for viewing.  If the Purchase Order has not been received or manually closed, it may be modified and re-saved.

  • Right-Click Options
    • New PO - Selecting this option will open the new Purchase Order form.  Creating a new Purchase Order may be performed if the User has Purchase Order permissions.  If the User does not have Purchase Order permissions, this menu option will be grayed-out.
    • Refresh - Selecting this option will refresh the information displayed in the Active Pane.

Closed Purchase Orders
Highlighting this option will display a list of all closed Purchase Orders in the Active Pane.  Double-clicking on a record in the Active Pane will open the Purchase Order for viewing; closed Purchase Orders may not be modified.

  • Right-Click Options - There are no right-click options available for this menu option.

Journal
Highlighting this option will display a list of all transactions affecting the on-hand quantities and values within the warehouse.

  • Right-Click Options
    • Refresh - Selecting this option will refresh the information displayed in the Active Pane.