Navigating on the Purchase Portal

Logging in to the Purchase Portal

To log in to the Purchase Portal, specify your user name and password in the portal login page.

Reference

For more information about logging in to a portal, refer to Logging in to a portal.

Searching for temporary invoices

DMF	040904 PURCHASES TEMPORARY INVOICES SEARCH 040905 PURCHASES TEMPORARY INVOICES PRINT 040906 PURCHASES TEMPORARY INVOICES VIEW

The search screen of temporary invoices is available from the Purchase Portal in the Temporary invoices menu.

Various search methods are available depending on your needs.

Reference

For more information about searching, refer to Performing a search.

When a search for temporary invoices is started, results are displayed in a table in the Search results section.

Icons are present in the Actions column of each result:

to open a temporary invoice. You can use Ctrl + click on that icon to open the temporary invoice in a new tab. This feature requires the DMF 040906 PURCHASES TEMPORARY INVOICES VIEW.
to download the PDF of the temporary invoice. This feature requires the DMF 040905 PURCHASES TEMPORARY INVOICES PRINT.

Reference

For more information about the setup of results in table view, refer to Setting up results in table view.

Using saved searches

Saved searches are used to save a certain combination of filters in order to reuse them later.

Reference

For more information about saved searches, refer to Using and managing saved searches.

Viewing and managing reports

DMF	160903 TOOLS CROSS-FUNCTION WEB REPORTS

The Reports module is used to display and download customized reports.

Reference

For more information about using the Reports module, refer to Viewing and managing reports.