Purchases of Stock Items: Related Report and Inquiry Forms

In the following sections, you can find details about the reports and inquiry forms you may want to review to gather information about the purchases of stock items that have been processed or are being processed in the system.

Note: If you do not see a particular report or form that is described, you may have signed in to the system with a user account that does not have access rights to the report or form. Contact your system administrator to obtain access to any needed reports or forms.

Reviewing Purchase Order Information

If you need to review all information related to a purchase order—including the order total, open quantities, unbilled quantities and amounts, and related purchase receipts and accounts payable bills with their dates, amounts, and current statuses—you first open the particular purchase order on the Purchase Orders (PO301000) form. Then on the More menu, you click Purchase Order Receipt and Billing History to open the Purchase Order Receipt and Billing History (PO643000) report for this purchase order.

Finding the Purchase Receipts Related to a Purchase Order

If you need to find a purchase receipt linked to a particular purchase order, you can open the purchase order on the Purchase Orders (PO301010) form and review the PO History tab. The left table on this tab lists all the purchase receipts that have been prepared for the order, and the table footer shows the summary information for all listed documents. To review the details of a listed purchase receipt, you click its reference number in the Receipt Nbr. column; the system opens the purchase receipt for review on the Purchase Receipts (PO302000) form.

Finding the Bills Related to a Purchase Order

If you need to find an accounts payable bill linked to a particular purchase order, you can open the purchase order on the Purchase Orders (PO301000) form and review the PO History tab. The right table on this tab lists all the accounts payable documents that have been prepared for the order, and the table footer shows the summary information for all listed documents. To review the details of a listed bill, you click its reference number in the Reference Nbr. column; the system opens the accounts payable bill for review on the Bills and Adjustments (AP301000) form.

Reviewing the Unbilled Quantities of a Purchase Order

To check whether a purchase order has quantities of items and amounts that have not yet been billed, you can review the Unbilled Quantity and Unbilled Amount boxes on the Other tab of the Purchase Orders (PO301000) form.

Printing a Purchase Order

To prepare a printable version of the purchase order that is being processed, you use the Purchase Order (PO641000) report. While you are viewing a purchase order on the Purchase Orders (PO301000) form, you can print the purchase order by clicking Print Purchase Order on the More menu. The system opens the printable version of the document on the Purchase Order report; then you can review the order and print it by clicking Print on the report toolbar.