Purchase Order Inquiry
Purpose: Use this document as a reference for reviewing Purchase Order Information in ctcLink.
Audience: Buyer's / Finance - Purchasing
You must have at least one of these local college managed security roles:
- ZD Accounts Payable Inquiry
- ZD Purchasing Inquiry
- ZZ Purchase Order Processing
You must also set these User Preference Definitions:
If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.
After you create a purchase order in PeopleSoft Purchasing, you may need to view it for future transactions. You may need to view header, line, schedule, and distribution details within the Purchase Order Inquiry component.
You can access this information when inquiring on a purchase order through the purchase order inquiry menu. All the information is display-only and does not allow for any maintenance.
Purchase Order Inquiry
Navigation: Purchasing > Purchase Orders > Review PO Information > Purchase Orders
- The Purchase Order Inquiry search page displays.
- Enter Business Unit. Optional to enter additional Search Criteria to identify your purchase order.
- Select Search.
- The Purchase Order Inquiry page displays. Review details under the Header section:
- Supplier Details - Supplier address and contact info.
- Header Comments - Review PO Header Comments and associated documents or requisition.
- Document Status - Review where the PO is at on the Purchase Order life cycle.
- In the Lines section, review the details by selecting:
- Line Details icon - select the folders icon to review line details.
- Line Comments icon - select the talking bubble icon to review line comments.
- Schedule icon - Scroll over to the right of the page to select the Schedule icon. The Schedules page displays. Review the line details.
- Distribution icon - Scroll over to the right to select the Distribution icon. The Distributions for Schedule 1 window displays. Review the Chartfields, Details/Tax, Asset Information, Req Details, and Budget Information tab information. Select Return to Main Page.
- Select the Return button to return to prior page or close out the window.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
View the link to Review Purchase Order Information. This link will open in a new tab/window.
0 Comments
Add your comment