Using Purchasing Status
1. When you first enter the Purchasing Status option a Select An Option window will appear and display the following selections:
- EXIT – Select EXIT to leave this option.
- INCOMPLETE PURCHASES – Select INCOMPLETE PURCHASES to view all incomplete purchase orders by status.
- Open – Entered but not yet received.
- Pending – Received but not completed
- Void – Voided purchase orders
- COMPLETE PURCHASES – Select COMPLETE PURCHASES to view all completed purchase orders by status.
- Inventory Hold – The purchase order was completed and the items received placed on inventory hold. Inventory hold purchase orders cannot be paid.
- Pay Hold – The purchase order was completed but not approved for payment.
- Ready to Pay – The purchase order was completed and approved for payment
- Void – Voided purchase orders
Enter your selection.
2. A Select A Status window will displays the following choices:
- EXIT – Select EXIT to return to the first window.
- CHG DATES – Select CHG DATES to enter the From and To Date fields so that you may enter the appropriate date or date range you want to inquire about. The system will default to one year before and one year after the current system date.
- Select one, several, or ALL to view all statuses within the option that you have selected.
If you select one of the listed statuses, use the arrow keys to highlight the appropriate status(es) and press Enter. An asterisk will appear next to the status, indicating that it was selected.
When you are finished selecting status codes press Enter. Note that selecting a status that was already selected will "unselect" it, and the asterisk will disappear.
Make a selection.
3. A Select A Sort window appears and displays the following sort selection choices:
Select one of the sort sequences to best match your preferences.
4. All purchase orders with a status you have specified are now displayed by the sort sequence you have selected.
5. Depending on whether you selected INCOMPLETE or COMPLETE purchases, the following columns of data are displayed:
INCOMPLETE PURCHASES:
- Buyer – The buyer on the transaction
- 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, the purchase order has not been received
- P – Pending, receipts have been entered in against this purchase order
- V – Void
COMPLETE PURCHASES:
- 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.
Command options will appear:
- Print(X) – Select Print(X) to print or choose from a set of other print options.
- Next Page/Prior Page – Select Next Page/Prior Page (if more than one page) to move forward or back one page
- Exit – Select Exit to exit the option.
Use the Available Actions Link below for further information on this topic.
Security Required : Purchasing - Purchasing Inquiry