PURCHASING > Status & Inquiries > PO Status >
(also available in other areas of the system)
This is used to view the current status and details of processed Purchase Orders and related information. The information is updated automatically when transactions are processed that relate to the PO, such as receipts, invoices, etc.
You can see the current status and details of each PO line item, including the amounts purchased, released, received and invoiced.
If you use Change Orders, you can review the change history of a PO and you can see a copy of each version of the PO.
NOTE: You may be restricted as to which POs you can view with this utility (e.g. you may only be able to view your own POs, your Cost Center's POs, etc.), based on the Document Access setting in the [Permissions] Tab of the User Master File.
Questions & Options
1.Select a menu option to either view the status of Current/Open POs or Archived POs.
This screen shows a summary of the Purchase Orders that match the search filters at the top of the screen.
Click on a PO to drill into the details of that order or use the [Quick search by document number] button at the bottom of the screen to jump right to a specific PO.
Search Filters (top of screen)
Buttons (bottom of screen)
This screen shows a summary of the entire PO (top-right of the screen) and the status of each line item at the bottom.
A (
) symbol in the Note Column indicates that the item has internal notes or file attachments. Point to the () symbol with your mouse to preview the notes, click to view the full notes or attachments, or click [VIEW ALL NOTES] to display all notes from all line items on a single page.
Status Column
Buttons
PO Status Line Item Details Screen
PO Status Information for each line item is organized into a series of Tabs...
Tab |
Description |
•Shows how much of the line item has been Purchased, Released, Received and Invoiced. You can also see the details of these related transactions from here. |
|
•Shows most of the fields on the PO, such as the supplier, buyer, account coding, etc. |
|
•Shows system-generated comments/remarks for this PO line. |
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•Shows Blanket PO details, if applicable. |
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•Shows the full description of the line item. |
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•Shows changes made to the line item since it was originally processed. |
Buttons
Status Tab
This tab shows how much of the line item has been Purchased, Released, Received and/or Invoiced.
Buttons
Details Tab
This Tab shows most of the fields on the PO, such as the supplier, buyer, account coding, etc.
TIP: You can hyperlink to the details of many of the master file codes that show on this screen if you need to see additional details (e.g. contact info for a supplier, etc.). This can be configured in Master File Display Options.
If or appear in the G/L or Cost Center Fields, click the "view split charges" hyperlink to view the split-charge details of the line item.
Comments Tab
This Tab shows system-generated comments/remarks for this PO line. These comments are updated automatically.
Misc Tab
This Tab shows Blanket PO details/restrictions for the PO line item, if applicable. For details, see Entering Blanket Order Lines.
The "Other" section is used for custom utilities.
Description Tab
This Tab shows full description of the line item.
TIP: To copy the text, right-mouse click to access the Windows Clip board.
PO Change Log Tab
This Tab shows changes made to the line item since it was originally processed.
This feature can be customized in PO Processing Settings.
If you have enabled version tracking, click to view copies/versions of the PO since it was originally processed or to view copies of any Change Orders that were processed.
