VIEW PURCHASE ORDER STATUS

Use this screen to view purchase order information. You can also access this screen in Costpoint Receiving. Depending on your selection criteria, you can view all applicable PO information, including receipt, inspection, and voucher information for each PO and PO line.

You can also access this screen in Receiving.

Location

Vendor

Enter, or click to select, the vendor ID to limit the inquiry of purchase orders to be viewed. The corresponding name of the vendor displays on the field on the right.

The vendor must not be flagged as a payroll vendor. If the vendor has an approval code of Not Approved or Pending, or if its PO Status is On Hold, Costpoint displays a warning.

Buyer

Enter, or click to select, the buyer ID to limit the inquiry of purchase orders to be viewed. The corresponding name of the buyer displays on the field on the right.

Purchase Order

Enter, or click to select, the purchase order ID to be viewed. The associated release number displays on the field on the right.

Release

Enter, or click to select, the release number of the purchase orders to be viewed.

Requisition

Enter, or click to select, the requisition ID to limit the inquiry of purchase orders to be viewed.

Project

Enter, or click to select, the project ID (or beginning project ID) to limit the inquiry to a particular project or range of projects. This field is optional. Use the options in the Project Selection Criteria field to further define the inquiry criteria based on the project ID.

The field label Project may be different from what has been defined on the Manage Standard Label Customizations screen.

Project Selection Criteria

Select one option from the drop-down list to further define the purchase orders that will be included in your inquiry. The values are:

Exact Match — Select this option to find only those POs that contain an exact match of the entered project ID.
Begins With — Select this option to find all POs that begin with the project ID.

Select

Use the fields in this group box to filter the types of purchase orders that appear in the table window.

PO Status

Select the purchase order status check box or combination of PO status you need to view. The system-defined purchase order status are:

Pending
Open
System Closed
Closed
Void

PO Type

Select the purchase order type check box or combination of types you need to review. The system-defined purchase order types are:

Purchase Order
Blanket Order
Release Order
Subcontract PO

Total PO Amt

This field displays the sum of all PO lines' Total PO Amount in functional currency.

Table Window

Purchase Order

This column displays the purchase order ID.

Rel

This column displays the purchase order release number.

Change Order

This column displays the PO change order number.

Status

This column displays the status code for the purchase order. The valid codes are as follows:

Pending
Open
Closed
Void
System Closed

Type

This column displays the purchase order type. The valid types are as follows:

Purchase Order
Blanket Order
Release Order
Subcontract PO

Vendor

This column displays the vendor ID on the purchase order.

Vendor Name

This column displays the name of the vendor.

Buyer

This column displays the buyer ID on the purchase order.

Buyer Name

This column displays the name of the buyer.

Order Date

This column displays the order date of the purchase order.

Trans Currency

This column displays the transaction currency for the purchase order. The invoice for these materials will be in this transaction currency.

Trans PO Total Amt

This column displays the amount of the purchase order in the transaction currency. The invoice for these materials will be in this transaction currency.

Func PO Total Amt

This column displays the amount of the purchase order in your company's functional currency. Functional currency is the currency used to initialize Costpoint and is the currency in which your financial statements are prepared.

Address Line 1

This field displays the vendor's first line of address.

Address Line 2

This field displays the vendor's second line of address.

Address Line 3

This field displays the vendor's third line of address.

City

This field displays the vendor's city.

State/Province

This field displays the vendor's state.

Postal Code

This field displays the vendor's postal code.

Country

This field displays the vendor's country.

Contact Last

This field displays the last name of the vendor contact.

Contact First

This field displays the first name of the vendor contact.

Sales Order

This field displays the sales order number.

Phone

This field displays the vendor's telephone number.

Fax

This field displays the vendor's facsimile number.

Change Date

This field displays the date of the change order.

Blanket Amt

This field displays the total blanket amount limit.

Unreleased Amt

This field displays the unreleased amount for the blanket order.

Terms

This field displays the vendor terms for the purchase order.

FOB

This field displays the Free On Board (FOB) information indicating the point at which ownership of the purchase order items changes.

Acknowledgment Date

This field displays the date of the vendor acknowledgment.

Confirmation

This field displays Y (Yes) if the purchase order is a confirmation of a verbal order, or N (No) if it is not.

PO Printed

This field displays Y (Yes) if this purchase order has been printed, or N (No) if it has not.

GSA

This field displays Y (Yes) if this is a General Services Administration (GSA) order, or N (No) if it is not.

Size

This field displays one of the following to indicate the size and classification of the vendor:

Large
Small
Non-Profit
Foreign/Other

Woman Owned

This field displays Y (Yes) if the vendor is classified as a woman-owned business or N (No) if it is not.

Disadvantaged

This field displays Y (Yes) if the vendor is classified as a disadvantaged or minority-owned business or N (No) if it is not.

HUBZone

This field displays Y (Yes) if the vendor is classified as a HUB Zone vendor or N (No) if it is not.

Hist Black Colleges/Minority Institutions

This field displays Y (Yes) if the vendor is classified as a historical black college or minority institution vendor or N (No) if it is not.

Veteran-Owned

This field displays Y (Yes) if the vendor is classified as a veteran-owned vendor or N (No) if it is not.

Service Disabled Veteran-Owned

This field displays Y (Yes) if the vendor is classified as a service disabled veteran-owned vendor or N (No) if it is not.

Certification Date

This field displays the date when the vendor classification certification was received.

Period of Performance Starting Date

This field displays the purchase order's period of performance start date.

Period of Performance Ending Date

This field displays the purchase order's period of performance end date.

Header Notes

This column displays the text notes associated with the purchase order header.

Header Expediting Notes

This column displays expediting notes associated with the purchase order.

Subtasks

Subtask	Description
Header Text	Click this link to open the Header Text subtask.
Header Documents	Click this link to open the Header Documents subtask.
Purchase Order Lines	Click this link to open the Purchase Order Lines, where you can view individual item information for the selected purchase order.