Find orders, receipts, invoices and payments
Where: Purchase → Orders, Receipts, Find invoice or Find payment.
Who: the relevant search/view permission and business-unit access; see Access.
Find a purchase order
- Open Orders.
- Enter Search, choose Status, or enter a Supplier ID.
- Expand the advanced filters for dates, currency, amount or sort order.
- Select Search and inspect the matching count and active filter summary.
- Select an order number to open it.
| Filter | Example | Use |
|---|---|---|
| Search | PO-BHS-2026-017 | Start with a known order number or stored reference text. |
| Status | PENDING_APPROVAL | Work through orders waiting for a decision. |
| Supplier ID | 17 | Numeric Supplier ID, not Partner ID or supplier code. |
| Order date from / to | 01/11/2026 to 30/11/2026 | Restrict the order-date period. |
| Currency | GBP | Compare amounts in a single transaction currency. |
| Minimum / Maximum amount | 500 / 1000 | Narrow by grand total. |
| Sort | orderDate,desc | Most recent first; other choices include amount descending and number ascending. |
Example: Nadia's queue. Set Status to Pending approval, Currency to GBP, then Search. Open each order to review its current revision before approving. The register is not an email notification system.
Example: Farah reconciles a supplier. Set Supplier ID to 17, the month's order-date range and GBP. These are order totals, not a posted-purchase ledger; use Purchases by supplier for posted invoice reporting.
Select Clear or the empty state's Clear filters to start again. Page size choices are 10, 20, 50 and 100. Supplier names may appear as IDs when label lookups are unavailable; this is not evidence the document has lost its supplier.
Read the order detail
Check the header status, revision, currency and grand total. The line table shows ordered/received/accepted/rejected quantities, remaining receivable/invoiceable quantities and each line's lifecycle and progress.
Expand Historical supplier snapshot to read the captured supplier information and Commercial details and governance for terms, totals, dates and actors. Use Load approvals or Load revisions when permitted.
Find receipts for an order
- Open the order and select View receipts, which carries its ID into the register.
- Alternatively open Receipts and enter Purchase order ID.
- Filter by Status, select Search, then select the receipt number or View receipt.
The register includes receipt date, supplier delivery reference, order, warehouse and line count. Select View refreshed purchase order on the receipt to inspect current quantities after posting.
Open an invoice or payment
- Select Find invoice or Find payment.
- Enter the numeric Record ID.
- Select Open invoice or Open payment.
There is no text search by supplier invoice number on these lookup screens. Record the ID when creating the document. If the ID is not found, check the tenant, business-unit access and whether you copied an invoice/payment ID rather than an order ID.