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Purchase Order History Grid

Make the following menu selections to display this grid:

eFinancials—Accounts Payable—Inquiry—PO History or

ePO—Inquiry—PO History

Use this grid to inquire about purchase order history. When the page opens, the history for the current PropertyCompany appears in the grid.

Fields

ClosedFields

The following fields appear in the grid:

Include All PropertiesCompanies  check box

Select to include purchase orders for all PropertiesCompanies.

Notes

Click the column title to sort the list.

Filter Buttons Filter button in column headers allow you to change what appears in the grid.

PO #

The purchase order number.

Click a PO # link to go to the Purchase Orders General tab to view information for the purchase order. Users with the permission, can then edit purchase orders that are not closed.

Invoice #

The invoice number associated with the purchase order.

Click an Invoice # link to go to the Invoices tab to view invoice information for the purchase order.

Vendor ID

The vendor ID associated with the purchase order.

Short Name

The short name of the vendor.

Date

The date of the purchase order.

Description

The description of the purchase order.

Status

The status of the purchase order.

PO Amount

The amount of the purchase order.

Invoice Amount

The amount of the invoice associated with the purchase order.

Procedures

ClosedTo Find Purchase Orders

  1. Select a PropertyCompany from the footer Lookup. The grid refreshes to display the purchase orders associated with the PropertyCompany you selected.
  2. Or, to display purchase orders for all PropertiesCompanies, select the  Include All PropertiesCompanies. The grid refreshes to show all purchase orders for all PropertiesCompanies.
  3. Locate purchase orders using one of these methods:

    Click the column title to sort the list.

    Use     Filter ButtonsFilter button in column headers to change what appears in the grid.
     

ClosedTo View Purchase Orders and Line Item / Allocation Details

  1. Locate the purchase order you want to view or edit. Use To Find Purchase Orders, above, for help.
  2. Select the link in the PO # column. The Purchase Orders General tab opens.
  3. View information for the purchase order.
  4. Users with permissions, can edit purchase orders that are not closed.

ClosedTo View Invoice History for Purchase Orders

  1. Locate the purchase order you want to view or edit. Use To Find Purchase Orders, above, for help.
  2. Click the link in the Invoice #column to open the Invoices page and view invoice information for the.

    NOTE     that if there are no invoices for the purchase order then there is no link.

See Also

Grid Pagination Controls

Accounts Payable Introduction

ePO Introduction

 

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