Purchase Orders

Purchase Orders is a TIPP PRO list page for Exact Globe back-offices. It lists the purchase orders of one Exact Globe division, with status, creditor, dates, total and line count, and lets you open one order or start a new one. Buyers and purchasing staff use it to find an order, see what is still open, and jump into the order screen.

Before you start

• A TIPP PRO licence is needed to work with the Purchase Orders page. Without it, the list still shows data, but the page is read-only: every field and button is disabled except Close, and a red message about the missing TIPP PRO licence is shown.
• The page must be connected to the Exact Globe back-office of the division. The connection is set up on the Backoffice Connection page [Modules, TIPP, Setup, Connections, Backoffice Connection]. The licence is installed on the License page [Modules, TIPP, Setup, General, License].
• The page only works with Exact Globe divisions. The Division list offers only active Exact Globe divisions.
• Access to the page also depends on TIPP Page Security. If you are denied access, ask your TIPP administrator.

How to find a purchase order

1. Open Purchase Orders. The list opens sorted by Order # with the highest number first.
2. In Division, choose the Exact Globe division. The page reloads for that division.
3. In Status, tick the statuses you want to see. Each tick updates the list at once.
4. Optionally type part of the supplier code in Creditor, or part of the order number in Order #. The list updates as soon as you leave the field.
5. Click a column heading to sort by it. Click it again to reverse the order.
6. If there are more rows than fit on a page, use the paging controls of the list to go to the next page.

How to open a purchase order

1. Find the order in the Purchase Orders list.
2. Click the order number in the Order # column. The purchase order screen opens for that order in the same division.

How to create a new purchase order

1. Click New Purchase Order in the button bar.
2. The purchase order screen opens in new-order mode for the division currently selected in Division.

Screen guide

Filters

• Division: the Exact Globe division whose purchase orders are listed. It lists active Exact Globe divisions as number and name. It cannot be empty and your choice is remembered next time.
• Status: tick boxes for Open, Authorized, Printed and Completed. First time, Open, Authorized and Printed are ticked, so Completed orders are hidden. Your choice is remembered. If you untick everything, the list falls back to Open, Authorized and Printed.
• Creditor: shows only orders whose creditor code contains the text you type. Empty means no filter. Your entry is remembered next time.
• Order #: shows only orders whose number contains the text you type. Empty means no filter. Your entry is not remembered between visits, so check this field if the list looks too short.

Buttons

• Refresh: reloads the list with the current filters.
• New Purchase Order: opens the purchase order screen to create an order. Disabled without a TIPP PRO licence, and hidden if the connection to the back-office failed.
• Close: closes the page. It stays usable even without a TIPP PRO licence.
• Header buttons: Favorite, Excel export and Printable view are offered in the page header.

Columns

• Order #: the purchase order number. Click it to open the order. Sortable.
• Creditor: the supplier code. Sortable.
• Creditor name: the supplier name from the Exact Globe relation record. Sortable.
• Order date: the date of the order. Sortable.
• Delivery: the expected delivery date of the order. Sortable.
• Description: the order reference or description. Sortable.
• Curr: the currency code of the order. Sortable.
• Status: a coloured label with the order status. Sortable.
• Total: the sum of the order line amounts, shown with 2 decimals. It counts goods, non-stock and item lines only. Sortable.
• Lines: the number of those order lines. Sortable.

Statuses

• Open: the order is not authorized yet. Grey.
• Authorized: the order is authorized but not printed yet. Amber.
• Printed: the order is authorized and the purchase order document has been printed. Purple.
• Completed: the order is marked as handled in Exact Globe. Slate. This takes priority over the other statuses.

Messages and what to do

• “No purchase orders found for the selected filters.” Nothing matches. Tick more statuses (Completed is hidden by default), clear Creditor or Order #, or check the Division.
• “Failed: No TIPP PRO licence available; please reach out to TICE-IT. TIPP Transactions requires a TIPP PRO licence to process transactions (the current licence is ‘…’). Install the TIPP PRO licence file on the Synergy License Management page (Modules > TIPP > Setup > License).” Install a TIPP PRO licence. Until then the Purchase Orders page is read-only.
• “Could not connect to the Exact Globe back-office for this division. Check the SQL credentials and the division configuration on the Backoffice Connection page [Modules, TIPP, Setup, Backoffice Connection], and that your TIPP licence is valid [Modules, TIPP, Setup, License].” followed by a technical detail. The filters and list are hidden. Ask an administrator to fix the connection.
• “This page only works with Exact Globe back-offices. Division … is not an Exact Globe administration” followed by an instruction to select an Exact Globe division in the Division filter. The list is hidden but Division stays on screen: pick a different division in Division.

What you cannot do here

• You cannot edit, authorize, print or receive an order in the list. Open the order with its order number to do that.
• You cannot see sales orders here, only purchase orders.
• Statuses such as Received or Invoiced are not order statuses on this page. The list only knows Open, Authorized, Printed and Completed.
• Without a TIPP PRO licence you cannot create or change anything.

Related pages

• Purchase order screen (opens from an order number or New Purchase Order): view and maintain a single purchase order.
• Backoffice Connection page (Modules, TIPP, Setup, Connections) and License page (Modules, TIPP, Setup, General): connection and licence setup.

Common questions

What is the Purchase Orders page for? It is the list of purchase orders of an Exact Globe division, where you search, sort and open orders or start a new one. It needs TIPP PRO for any action.

How do I find a purchase order? Pick the Division, tick the Status values, and type part of the number in Order # or part of the supplier code in Creditor. Click a column heading to sort.

Why do I not see my completed orders? Completed is not ticked by default. Tick Completed in Status. Your choice is remembered.

How do I open an order? Click its number in the Order # column.

How do I create a purchase order? Click New Purchase Order. It opens the order screen for the selected division.

What does the status Printed mean? The order is authorized and its purchase order document has been printed.

Why is everything greyed out? There is no TIPP PRO licence. Only Close works. Install a TIPP PRO licence on the License page.

Why can I not pick my division? Division lists only active Exact Globe divisions. A Synergy-only or inactive division does not appear.

What is in the Total column? The sum of the line amounts of the order, with 2 decimals, in the order currency shown in Curr.

Can I search by supplier name? No. Creditor searches on the supplier code. The supplier name is shown but not searchable; you can sort by it.

Is my Order # search remembered the next time I open the page? No. Division, Status and Creditor are remembered, but Order # is not, so type the order number again when you need it.