The PO Status Screen​

​Introduction

On the Purchase Orders, the PO Status screen displays purchase orders that have been saved in the application, and allows you to find purchase orders by several criteria.

A purchase order could have several line items each with a different status - click the plus sign (+) next to a purchase order to view the individual items and their status.

Figure 1 - PO Status screen

PO Status screen with a list of purchase orders 

List of Purchase Orders

The PO Status screen displays a list of purchase orders organized by column headers to show the following information:

  • PO #. The purchase order number (if the purchase order has been marked as ordered).
  • Required By. The Required Delivery date (if entered on the purchase order).
  • Vendor. The vendor name (if one was entered).
  • Status. The status of the purchase order.

1. Click the plus sign (+) next to a purchase order if you want to view the individual items.

2. Click a column header if you need to sort the list. For example, click Status to sort by the status in alphabetical order.

3. To open a purchase order, click the Select, Edit, or Approve, link next to it to open the purchase order as indicated in the Status column.

4. Complete the purchase order as needed.

Search for a Purchase Order

1. The first section of the PO Status screen contains search criteria to find purchase orders. Select from the following:

  • PO #. The purchase order number
  • Req #. The requisition number
  • Status. The status of the purchase order. Select a status from the drop-down menu. (The status Active or recently received is for the last seven days.)
  • Request Date Range. The date the purchase order was created. To use this search criterion, select All Purchase Orders from the Status drop-down menu. Select a pre-defined date range or enter the date range.
  • My Purchase Orders. Show purchase orders that only you have created.
  • Departments. The purchase order department (if used by your agency). Select a department from the drop-down menu.

2. Click Find.

  • If desired, click Reset to reset the search criteria to default settings and then click Find.

3. Click the Select, Edit, or Approve, link next to it to complete the purchase order as indicated in the Status column.