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finance:maintenance:postings:purchaseorder

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finance:maintenance:postings:purchaseorder [2020/05/20 20:05] – external edit 127.0.0.1finance:maintenance:postings:purchaseorder [2023/03/29 14:08] (current) – emoreno
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 //**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:
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   * 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>
  
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 ^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}}|
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 ^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.svg?16|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:
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 ^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.
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   * 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.
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-  * 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:====
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 ^+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.1590005151.txt.gz · Last modified: 2020/05/20 15:05 (external edit)

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