Finding Then & Now PO's

Owned by Bethann Simon
Last updated: Oct 01, 2024
3 min read

When an invoice is created for a purchase order where the Vendor Invoice Date or Invoice Date entered is prior to the purchase order date, the system will mark the purchase order as a Then and Now by checking the Then and Now box on the PO transaction. You can then use the purchase order grid or advanced query to easily locate the purchase orders marked as Then and Now. 

Adding Then and Now to PO Grid

  1. Add the Then and Now property to your PO grid by using the 'More' button. 

  2. Filter for records that are 'true'

  3. Use the Report option on the grid to print and/or save the report for future use. 

Advanced Query Then and Now

  1. Click on Advanced Query on the PO grid

  2. Drag and Drop (or double click) 'Then And Now' from the properties box on the left to the display name box on the right. 

  3. Change the operation drop down to Equals

  4. Enter a Filter Value of true 

  5. Click on Apply Query 

  6. Enter a Query Name and click on Save Query so it may be loaded at any time. 

  7. Use the Report option on the grid to print and/or save the report for future use. 

  8. Click on Clear Query and then Hide Advanced Query Controls. 

 

 

 

 

 

 

 

 

 

 

 

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