How to export PO item info from Data Viewer

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

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 PO’s or Stored PO’s 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. A Microsoft Excel worksheet opens.