Printing a Purchasing Status

1. Once you have entered all of the required information needed to generate a Purchasing Status inquiry, command options will appear allowing you to Print or Exit. Select Print to print or choose from a set of other print options.

2. Command options will appear allowing you to print in Summary or Detail. You may also select Exit to exit the option.

The reports will print with different columns depending on the type of report requested:

Incomplete Purchases

Summary Report - the printout contains the following fields:

• Buyer – The buyer ID
• Ref – The purchase order reference number
• Vendor – The vendor name
• Ord – The order date of the purchase order
• Exp – The expected delivery date
• Recvd – The date the purchase order was received. A / indicates that the purchase order has not yet been received.
• Chgd – The date the purchase order was changed
• Time/User – The time of day and the system user of record
• S – The current status of a particular purchase order. Valid status codes are:
  • O –Open, purchase order has not been received
  • P – Pending, receipts have been entered in against this purchase order
  • V – Void

Detailed Report - the report includes the line item detail for each purchase order based on the status selected.

• Status
  • O – Open, purchase order has not been received
  • P – Pending, receipts have been entered in against this purchase order
  • V– Void
• PO – The purchase order number
• Vendor – The vendor ID
• Vendor name – The vendor name
• Date – The expected arrival date
• Item – The item ID
• Item name – The item name
• Quantity – The quantity ordered
• Un – The unit of measure
• Cost – The purchase price
• Extended – The total dollar amount of the item ordered

Complete Purchases

Summary Report – The printout contains the following fields.

• Buyer – The buyer on the transaction
• Ref – The purchase order reference number
• Vendor – The vendor ID code
• Name – The name of the vendor
• Date – The date the purchase order was entered
• Tran – The transaction code. PO represents purchases orders and advances.
• Status – The current status of a particular purchase order. Valid status codes are:
  • Inv Hold – Inventory Hold. This indicates that the quantity and/or cost is still in question.
  • Pay Hold – Payment Hold. This indicates that the inventory quantity and cost has been confirmed, but has not been released for payment.
  • Ready to Pay – This indicates that inventory quantity, cost, and release for payment have been confirmed.
  • Void – This indicates that a particular purchase order has been voided.
  • Ready to Pay AD – This indicates that the purchase order is an advance.

Detailed Report - The report includes the line item detail for each purchase order based on the status selected.

• Status
  • O – Open, purchase order has not been received
  • P – Pending, receipts have been entered in against this purchase order
  • V – Void
• PO – The purchase number
• Vendor – The vendor ID
• Vendor name – The vendor name
• Date – The expected arrival date
• Item – The item ID
• Item name – The item name
• Quantity – The quantity ordered
• Un – The unit of measure
• Cost – The purchase price
• Extended – The total dollar amount of the item ordered.

Select the type of report desired.

4. Command options will appear allowing you to print or choose from a set of other print options.

For more information on the Purchasing Status option see Purchasing Status.

Security Required : Purchasing - Purchasing Inquiry