Paladin Data Viewer: Export PO item info

You can export inventory data and purchase order information into Microsoft Excel for items in an open (confirmed) or saved (stored) purchase order.

Note: You must have Microsoft Excel 2007 or later installed on your computer to complete these steps.

To perform this:

1. In Paladin, from the top menu, select Maintain > Data Viewer.
2. In the Data Viewer window, select the Purchase Orders tab.
3. You will see a list of purchase orders in the Purchase Orders pane.
4. Click a purchase order to select it.
5. In the Type list, select Open POs or Stored POs to display POs that are open (confirmed) or POs that have not been issued (stored).
6. A table populates with inventory item data and the quantity ordered for each item in the selected purchase order.

Figure 1: Data Viewer/Stored POs

Note: The table rows may be wider than the Data Viewer window. To see all the values for each item, use the horizontal scroll bar at the bottom of the table.

7. To export the purchase order item information in the table to Microsoft Excel, click Export Inventory.
8. An Excel worksheet opens.