Creating a Purchase Order Using the New Submittal & Advantage Reports Tool

*Note: The legacy Submittal and Advantage Reports tool will be obsolete by March 2022. We recommend Setting Up the New Submittal & Advantage Reports Tool as soon as possible and familiarizing yourself with the interface and usage.

How to: Create a purchase order using the New Submittal & Advantage Reports tool. 

Environment: Comsense Advantage (Version 21.1.100.094 and later)

In this article:

Accessing Reports

Advantage > Detailing > Reports

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Advantage Navigation menu; shows the location of Detailing and Reports.

Selecting the Purchase Order Type

*Note: The following procedures apply to all purchase order types.

In the Report window, Open your project and Select the appropriate purchase order report in the Available Reports pane. The Report Parameters pane will populate.

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Reports window; shows the available purchase order reportsin the Available Reports pane.

Accessing the Purchase Order List

In the Report Parameters pane, Click ... in the Purchase Order Number Value field and the Purchase Order window will open.

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Reports window; shows the location of the Purchase Order Number ellipses button.

Adding a New Purchase Order

In the Purchas Order window:

  1. Click Add Purchase Order
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Purchase Order window; shows the location of the Add Purchase Order button.
  1. Select the supplier
  2. Click Open
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Find window; shows the a selected supplier and the location of the Open button.

In the Opening Picker window:

  1. Select the openings Using the Selection Tool
  2. Click OK
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Opening Picker window; shows the Assigned Openings pane and the location of the OK button.

In the Product Selection window:

  1. Select the products Using the Selection Tool
  2. Click OK
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Product Selection window; shows the Assigned Products pane and the location of the OK button.

Selecting the Purchase Order for the Report

In the Purchase Order window:

  1. Select the Purchase Order line item
  2. Click OK
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Purchase Order window; shows the newly added purchase order selected and the location of the OK button.
  1. Export the report
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Report window; shows the location of the report Export options.
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