Report-Open Purchase Order Encumbrances
OVERVIEW
The Open Purchase Order report provides a listing of Purchase Orders that have open encumbrances. Users specify the Dept. ID and date range. The report excludes closed, final closed and cancelled orders.
top
CREATE RUN CONTROL
Purchasing>Purchase
Orders>Budget Year End Processing>Open Purchase Order Report
Add a New Value: Select the Add a New Value Tab
Run Control ID: Enter a Run Control ID. Do not add spaces in the Run Control ID name.
Click "Add"
top
REPORT REQUEST PARAMETERS
Department: Select from the magnifying glass the
Department ID
From Date – To Date: Select the Budget Date Range
top
CHART FIELD SELECTION
Sequence: Change the Sequence numbers that you would
like the report to display
Include CF: Uncheck the box if you do not want to include
a sequence
Click "Save"
top
RUN REPORT
Run Button: Select the Run button
top
PROCESS SCHEDULER REQUEST
Server Name: Verify the Server Name is PSUNX
Check Box: Verify the
box is check for Open Purchase Order
Click "OK"
top
REPORT MANAGER
Report
Manager:
Select Report Manager hyperlink
top
VIEW REPORT
Report: Select Report POPOROL001 hyperlink
top
REPORT FILE LIST
top
FORMATS
PDF Format:
Excel (CSV) Format:
top
Training & Documentation
When goods or services need to be purchased and a Requisition (REQ) has been created and approved, PeopleSoft will automatically convert (source) the REQ into a Purchase Order (PO). Once the PO is sourced, it is sent (dispatched) to the Vendor. It is at this time, the Department may begin ordering the goods and services. Depending on the dollar amount and other restrictions, a PO may be created by the department (DPT) or by NAU's central procurement/purchasing unit (PUR). View these "How-To" guides on PO Processes in PeopleSoft.
top