Tag Components for a Purchase Order Window

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Clicking on the Tag button on the New Purchase Order or Edit / Change Order Windows will open the Tag Components for a Purchase Order Window.  This window contains options for "tagging" or selecting Components to be included on a Purchase Order.

 

tag comps for po window

 

All (Not Purchased):  Selecting this option will tag all Components that have not yet been included on a Purchase Order.

 

All (Including Purchased): Selecting this option will tag all of the Components in a Project, including Components that have previously been included on a Purchase Order.

 

Location: The Tag Location will select all Components in a desired Location within a Project.  Type a Location Code into the field.  To search for a Location, click on the Search button in the lower left corner of this window.

 

Group: Selecting this option will tag all Components within a desired Group within a Project that have not yet been included on a Proposal.  Type the Group code into the field or use the Search button to find the desired Group.  This option will only be available if Item Groups option on the Company Advanced Options - General Tab has been selected.

 

Item: To select all Components for a specific Item or a continuous range of Items in a Project, enter the desired Item Reference Number(s) into the starting and ending Reference Number fields.  To search for an Item, click on the Search button in the lower left corner of this window.

 

Vendor: The Tag Vendor option will select all Components in the Project that have the desired Vendor.  Type a Vendor Code into the field.  To search for a Vendor, click on the Search button in the lower left corner of this window.

 

Proposal: The Tag Proposal will select all Components for Items included on the desired Proposal.  Type a Proposal Number into the field.  To search for a Proposal, click on the Search button in the lower left corner of this window.

 

Untag All: This option will untag or deselect all Components on the New Purchase Order or Edit / Change Order Windows.