Search and Filter Orders

Background

The Commitments tool is used to create commitment change orders or purchase orders for materials.

To view details about the materials in the commitment in the Materials tool, you can navigate to the 'Orders' tab in the Materials tool.

Required User Permissions
The expected delivery date for the order, and all its line items, are set in the commitment's 'Contract Dates' section. See Edit a Commitment.

The Commitments tool was used to create a commitment change order or purchase order for materials, and includes the following information:

The status is Approved
The Schedule of Values (SOV) includes the following for each line item:
- Description
- Unit of Measure (UOM)

Navigate to the project's Materials tool.
Click the Orders tab.
Click Summary to view orders or Line Items to view line items listed in orders.
Click the search bar and enter your keywords to search one of the following fields:
- Summary
  - Description
  - Purchase Order
- Line Items
  - Description
  - Item
  - Purchase Order

Navigate to the project's Materials tool.
Click the Orders tab.
Click Summary to view orders or Line Items to view line items listed in orders.
Click the filter icon.
Select to filter by the following fields:
- Summary
  - Date Created
  - Purchase Order
  - Status
  - Vendor Name
- Line Item
  - Estimated Delivery Date
  - Labels
  - Purchase Order
  - Status
  - Vendor Name
To clear filters, click the 'x' on the individual filter or click Clear All.