Purchase Order Listing Page

The Purchase Order Listing page is the first in a series of pages used for processing purchase orders. Use this page to complete the following procedures.

Search for and list purchase orders.
Print purchase orders.
Generate the Purchase Order Short Listing report.

For additional actions that can performed from this page, refer to the Action Bar Items section of this page.

The Fund Accounting profile Requisitions/POs tab, in the Miscellaneous section, includes an option to Automatically Create POs from Fully Approved Requisitions. If selected, purchase orders are generated from approved requisitions and appear in the purchase order list without being created manually. For details, refer to Requisitions - Requisitions for Approval Page.

Menu Path

From the Purchasing menu, select Entry & Processing. From the Purchase Order Processing menu, select Purchase Orders.

Action Bar Items

The Action Bar displays the following items:

Copy	Create a new purchase order by copying an existing purchase order.
Print Purchase Orders	Print purchase orders. For the procedure, refer to the Print Purchase Orders section of this page.
Budget Transfers	Transfer funds between Expenditure Ledger accounts.
Budget Adjustments	Adjust balances in Expenditure Ledger accounts.
Set Period	Change the transaction date, fiscal period, and fiscal year for budget checking purposes.
Requisition Detail	Displays the Requisition Information page for the selected purchase order.

Procedures

Following are procedures to list and print purchase orders, and generate the Purchase Order Short Listing report. For additional purchase order procedures, refer to the pages listed:

Add purchase orders - Purchase Order Information Page
Copy and create purchase orders - Purchase Order Information Page
Add attachments - Attachments Page

List Purchase Orders

On the Purchase Order Listing page, in the Search Criteria section, enter criteria identifying the records to list, and then click Search. To run an advanced search, use the Advanced Search button.

Print Purchase Orders

On the Purchase Order Listing page, in the Search Criteria section, enter criteria identifying the records to list, and then click Search. To run an advanced search, use the Advanced Search button.
On the action bar, click Print Purchase Orders.
On the Print Purchase Orders page, select one of the following:
- Print Purchase Orders: generates purchase orders that have not been printed.
- Reprint Purchase Orders: generates purchase orders that were printed previously.
Select the following checkboxes as needed:
- Create Attachments?
- Create printed hardcopy?
- Email document to vendor?
Select the Format Name. The list is generated from Forms Manager.
Click Accept.
In the first Question dialog, click Yes to include notes or No to exclude them.
In the second Question dialog, click Yes to include change order information or No to exclude it.
In the Print window, specify how you want to generate the purchase orders, and then click OK. The default file name for the purchase orders is printed_pos.rpt.

Generate the Purchase Order Short Listing Report

On the Purchase Order Listing page, in the Search Criteria section, enter criteria identifying the records to list, and then click Search. To run an advanced search, use the Advanced Search button.
Click Print.
In the Print window, specify how to generate the report, and then click OK. The default file name is po_list.rpt.