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Purchase Order History Grid
Make the following menu selections to display this grid:
eFinancials—Accounts
Payable—Inquiry—PO History
or
—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
Fields
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.
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
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
To Find Purchase Orders
- Select a PropertyCompany
from the footer Lookup. The grid refreshes to display the purchase orders
associated with the PropertyCompany
you selected.
- Or, to display purchase
orders for all PropertiesCompanies,
select the Include
All PropertiesCompanies.
The grid refreshes to show all purchase orders for all PropertiesCompanies.
- Locate purchase orders
using one of these methods:
Click the column title to sort the list.
Use in column headers to change what appears in the grid.
To View Purchase Orders and Line Item / Allocation
Details
- Locate the purchase
order you want to view or edit. Use To
Find Purchase Orders, above, for help.
- Select the link in the PO #
column. The Purchase Orders General
tab opens.
- View information
for the purchase order.
- Users with permissions,
can edit purchase orders that are not closed.
To View Invoice History for Purchase Orders
- Locate the purchase
order you want to view or edit. Use To
Find Purchase Orders, above, for help.
- 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