Help On PO

Help on PO

In this page, you can retrieve the details of the purchase orders. You can carry out a search based on the supplier number, pay to supplier number, transaction type, purchase order number, PO type, PO date range, currency and ordering point. The system retrieves the purchase order details, such as the transaction type, PO type, ordering point, PO number, reference document number, reference document type, part/T/C/D number, UOM, proposed rate, proposed quantity and proposed amount. Also the system displays the T/C/D computation, T/C/D on line number, PO currency, PO pay mode, pay term, authorization date, supplier number and pay to supplier number.

Click the lens icon positioned next to the “PO #” field in the main screen.

The “Help on PO” page appears.

The system displays the following fields:

Invoice Date	The date on which the invoice is raised.
Currency	The code identifying the currency in which the invoice has been raised.

Enter the following filter criteria in the “Search Criteria” group box to search for a purchase order. Data entry in the following fields is optional:

Supplier # From	The starting number in the range of numbers identifying the supplier for whom the purchase order is raised (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the purchase orders associated to the supplier whose code is similar to the value entered in this field.
To	The ending number in the range of numbers identifying the supplier for whom the purchase order is raised (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the purchase orders associated to the supplier whose code is similar to the value entered in this field.
Supplier Name	The name of the supplier to whom the PO is raised (Alphanumeric, 150). You can enter the name in full or specify it partially using the “*” character. The system retrieves the purchase orders that have been raised on suppliers whose names are similar to the value entered in this field.
Pay To Supplier # From	The starting number in the range of numbers identifying the supplier to whom the payment must be made (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the purchase orders associated to the supplier whose code is similar to the value entered in this field.
To	The ending number in the range of numbers identifying the supplier to whom the payment must be made (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the purchase orders associated to the supplier whose code is similar to the value entered in this field.
Transaction Type	Use the drop-down list box to specify the transaction type of the PO. The system retrieves all the purchase orders of the transaction type selected here.
PO # From	The code identifying the purchase order starting from which you wish to retrieve the details (Alphanumeric, 40). ). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the purchase order codes starting from the value specified here.
To	The code identifying the purchase order till which you wish to retrieve the details (Alphanumeric, 40). ). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the purchase order codes till the value specified here.
PO Type	Use the drop-down list box to specify the PO expense type. The system provides the options “All”, “Capital” and “Revenue”, and sets the field to “All” by default.
PO Date From	The starting date in the range of dates on which the PO was raised (Date Format). By default, the system sets this field to the current system date. The system retrieves all the purchase orders that that are raised on or after the date specified here
To	The ending date in the range of dates on which the PO was raised (Date Format). By default, the system sets this filed to the current system date. The system retrieves all the purchase orders that are raised on or before the date specified here
Currency	Use the drop-down list box to select the code identifying the currency in which the purchase order payment is made. The system lists all the currencies that are applicable to the login organization unit, along with the option “All”. The system sets this field to “All” by default.
Ordering Point	Use the drop-down list box to specify the organization unit in which the purchase order is raised. The system lists all the organization units that are applicable to the current business component, along with the option “All”. The system sets this field to “All” by default.

Click the “Search” pushbutton to display the search results.

The system fills in the following details in the “Search Results” multiline based on the filter criteria specified:

Transaction Type	The transaction type of the purchase order.
PO Type	The PO expense type.
PO #	The number identifying the purchase order.
Ordering Point	The organization unit in which the purchase order has been raised.
Ref. Document Type	The type of the document based on which the purchase order is raised.
Ref. Doc #	The number identifying the reference document based on which the purchase order is being raised.
Ref. Document Date	The date on which the reference document was raised.
Part/T/C/D #	The code identifying the part, tax, charge or discount applicable to the purchase order.
Variant #	The code identifying the part, tax, charge or discount variant applicable to the purchase order.
Part/T/C/D Description	The description of the part, tax, charge or discount.
UOM	The code identifying the unit of measurement in which the part has been purchased
Rate Per	The number of units of the part for which the rate is applicable
Proposed Rate	The proposed rate of the part mentioned in the purchase order.
Proposed Quantity	The number of units of the part available in the purchase order.
Proposed Amount	The amount proposed for payment in the purchase order
T/C/D Computation	Indicates whether the tax, charge or discount has been calculated at the “Document Level” or at the “Line Item Level”.
T/C/D On Line #	The line number on which the tax, charge or discount is applicable.
PO Currency	The code identifying the currency in which the purchase order is raised.
PO Pay Mode	The mode of payment defined in the purchase order.
Pay Term	The pay term applicable to the purchase order.
Authorization Date	The date on which the purchase order was authorized.
Supplier #	The code identifying the supplier for whom the purchase order is raised.
Name	The name of the supplier.
Pay To Supplier #	The code identifying the supplier to whom the payment must be made.
Name	The name of the supplier to whom the payment must be made.

Check the box in the “Select” column of the multiline to mark the purchase order that has to be transferred to the main page.
Click the “OK” pushbutton.