Business

User Tools

Site Tools

Trace:
finance:maintenance:postings:purchaseorder

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
finance:maintenance:postings:purchaseorder [2019/04/16 18:57] – emorenofinance:maintenance:postings:purchaseorder [2023/03/29 14:08] (current) – emoreno
Line 5: Line 5:
 //**Finance > Maintenance > Postings > Purchase Order**// //**Finance > Maintenance > Postings > Purchase Order**//
  
-<WRAP round intro>The Purchase Order tab consists of three sections: transaction, summary, and detail. You can perform the following functions:+<WRAP round intro>This tab consists of three sections: transaction, summary, and detail. You can perform the following functions:
   * Add - allows you to create a purchase order to encumber funds to specific accounts.   * Add - allows you to create a purchase order to encumber funds to specific accounts.
   * Edit - allows you to:   * Edit - allows you to:
Line 12: Line 12:
   * Reverse - allows you to remove an encumbrance from an account if the purchase order is canceled (there is no Delete).   * Reverse - allows you to remove an encumbrance from an account if the purchase order is canceled (there is no Delete).
   * Change vendor - allows you to change the vendor number of an existing purchase order.    * Change vendor - allows you to change the vendor number of an existing purchase order. 
 +
 + 
  
 **Notes**:  **Notes**: 
 +  * Purchase orders with pending payable records cannot be modified.
   * 99999 is not available as a vendor number or as a purchase order number. Also, a purchase order number cannot be reused once it is reversed or liquidated.   * 99999 is not available as a vendor number or as a purchase order number. Also, a purchase order number cannot be reused once it is reversed or liquidated.
   * You can add or insert account codes, or reverse account codes for purchase orders.   * You can add or insert account codes, or reverse account codes for purchase orders.
-  * In addition, if you are logged on to the current file ID, and click **Save**, a new line item on the associated requisition and account codes for those encumbrance amounts is created.+  * In addition, if you are logged on to the current file ID and click **Save**, a new line item on the associated requisition and account codes for those encumbrance amounts is created.
 </WRAP> </WRAP>
  
Line 31: Line 34:
 ^PO Nbr|{{page>general:po_nbr}}| ^PO Nbr|{{page>general:po_nbr}}|
 ^PO Reason|{{page>general:po_reason}}| ^PO Reason|{{page>general:po_reason}}|
-^Sort Key/Vendor Name|{{page>general:warehouse_restock_requisition_sort_key_vendor_name}}| +^Sort Key/Vendor Name|Type a valid vendor name. The **Vendor Nbr** field is populated with the corresponding vendor number.| 
-^Vendor Nbr|{{page>general:warehouse_restock_requisition_sort_key_vendor_number}}|+^Vendor Nbr|Populated with the vendor number based on the value entered in the **Sort Key/Vendor Name** field. Or, type a valid vendor number if known. The **Sort Key/Vendor Name** field is populated with the corresponding vendor name.|
 ^Date|{{page>general:trans_date}}| ^Date|{{page>general:trans_date}}|
 ^Original Amt|The original amount of the purchase order when it is saved as well as any changes made to the same purchase order is displayed.| ^Original Amt|The original amount of the purchase order when it is saved as well as any changes made to the same purchase order is displayed.|
 ^Balance Amt|The balance of the purchase order that is yet to be liquidated is displayed.| ^Balance Amt|The balance of the purchase order that is yet to be liquidated is displayed.|
  
-Click **Save**.+VCV Click **Save**.
  
  
-Click **+Add** to add a row.+VCV Click **+Add** to add a row.
  
 ^Account Code|{{page>general:finance_po_account_code}}| ^Account Code|{{page>general:finance_po_account_code}}|
Line 49: Line 52:
 ^Outstanding Amt|The balance of the purchase order that is yet to be liquidated is displayed.| ^Outstanding Amt|The balance of the purchase order that is yet to be liquidated is displayed.|
  
-Click {{:images:mag_edit.gif|Spyglass Icon}} to view additional information for the transaction in the following grid.+VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to view additional information for the transaction in the following grid.
  
-To update the display-only fields in the lower grid, click** Update Details** if the **Account Code** or **Encumbrance Amt** fields are changed.\\ \\ If the encumbrance amount is changed and saved, a new line item is created for the difference, and the description on the Warehouse > Inquiry Warehouse Requisition Status page displays "RESTOCK CHANGED IN FINANCE".+VCV To update the display-only fields in the lower grid, click** Update Details** if the **Account Code** or **Encumbrance Amt** fields are changed.\\ \\ If the encumbrance amount is changed and saved, a new line item is created for the difference, and the description on the Warehouse > Inquiry Warehouse Requisition Status page displays "RESTOCK CHANGED IN FINANCE".
  
 Lower grid: Lower grid:
Line 64: Line 67:
 ^User ID|The name of the user who created the transaction is displayed. Users are created in the Security Administration application.| ^User ID|The name of the user who created the transaction is displayed. Users are created in the Security Administration application.|
  
-Click **Save** to save. A pop-up is displayed with balance amounts prior to and projected for the transaction. +VCV Click **Save**. A pop-up window opens with balance amounts prior to and projected for the transaction. 
   * Click **Yes** to continue.   * Click **Yes** to continue.
   * Click **No** to cancel.   * Click **No** to cancel.
Line 84: Line 87:
   * In the **User ID** field, the name of the user who entered the transaction is displayed.    * In the **User ID** field, the name of the user who entered the transaction is displayed. 
  
-Click **Save** to save. A pop-up is displayed with balance amounts prior to and projected for the transaction. +VCV Click **Save**. A pop-up window opens with balance amounts prior to and projected for the transaction. 
   * Click **Yes** to continue.   * Click **Yes** to continue.
   * Click **No** to cancel.   * Click **No** to cancel.
Line 93: Line 96:
  
  
-  * Select a purchase order and click **Change Vendor**. The Vendors pop-up window is displayed. +  * Select a purchase order and click **Change Vendor**. The Vendors pop-up window opens. 
   * Type data in the search fields to narrow the displayed search results.   * Type data in the search fields to narrow the displayed search results.
-  * Click the desired vendor number. The Vendors pop-up window is closed and the purchase order is populated with the new vendor number.  +  * Click a vendor number. The Vendors pop-up window closes and the purchase order is populated with the new vendor number.  
  
 The vendor number can only be changed if no check transactions exist for the purchase order on the Check Processing - PO tab.   The vendor number can only be changed if no check transactions exist for the purchase order on the Check Processing - PO tab.  
  
-Click **Save**.+VCV Click **Save**.
  
 ====Other functions and features:==== ====Other functions and features:====
Line 106: Line 109:
 ^+Add|{{page>general:warehouse_plus_add}}| ^+Add|{{page>general:warehouse_plus_add}}|
 ^Delete PO|{{page>general:finance_delete_po}}| ^Delete PO|{{page>general:finance_delete_po}}|
-^{{:images:trash_delete.gif?15|Trashcan Icon}}|{{page>general:deletearow}}|+^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:deletearow}}|
  
  
finance/maintenance/postings/purchaseorder.1555441050.txt.gz · Last modified: 2019/04/16 13:57 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.