Search and Filter Orders

The Commitments tool is used to create purchase orders and sub contracts for materials. Commitments appear in the Materials tool when the commitment meets the following criteria:

• The status is 'Approved'

• The Schedule of Values (SOV) includes the following for each line item:

  • Description

  • Unit of Measure (UOM)

To search and filter orders in the Materials tool, you can navigate to the 'Orders' sub tab in the Materials tool.

• Required User Permissions

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

• The Commitments tool was used to create a purchase order or change 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)

• Search Orders

• Search Order Line Items

• Filter Orders

• Filter Order Line Items

Search Materials Orders

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Orders sub tab.

4. In the search box, enter your search term. Then press ENTER on your keyboard to search by the following fields:

   • PO number

   • PO Description

   • Vendor

5. Optional: To clear your search, clear the search box and click Apply.

Search Material Order Line Items

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Orders sub tab.

4. Mark the checkbox to Show Line Items. Then click Apply.

5. In the search box, enter your search term. Then press ENTER on your keyboard to search by the following fields:

   • Resource

   • PO number

   • Vendor

6. Optional: To clear your search, clear the search box and click Apply.

Filter Materials Orders

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Orders sub tab.

4. Select from the following filters:

   • Estimated Delivery Date. Enter the estimated delivery date range for the order.

   • Status. Select an order status.
     Note: For the beta program, all Orders will have a 'Locked' status.

5. Click Apply.

6. Optional: To clear your filters, clear the filters and click Apply.

Filter Material Order Line Items

1. Navigate to the project's Materials tool.

2. Click the Control tab.

3. Click the Orders sub tab.

4. Mark the checkbox to Show Line Items. Then click Apply.

5. Select from the following filters:

   • Estimated Delivery Date. Enter the estimated delivery date range for the line item.

   • Status. Select an order status.

6. Click Apply.

7. Optional: To clear your filters, clear the filters and click Apply.