​Processed Documents Report

Processed ​Purchase Orders

A purchased order is automatically moved to the Processed menu when its status is All Items Cancelled, All Items Received, All Items Received, Cancelled, or Voided.

Further, requisition items must be attached to the Purchase Order, and all requisition items must be in a ‘ready to process’ status - Received, Cancelled, or Voided.

Processed Requisitions

A requisition is automatically moved to the Processed menu when its status is All Items Cancelled, All Items Received, All Items Received or Cancelled, or Voided.

All line items of a requisition must be in a ‘ready to process’ status - Received, Cancelled, or Voided.

Further, a requisition cannot have any items attached to an active Purchase Order.

View Purchase Orders

1. On the Purchasing main menu, click Processed.

2. The Purchase Orders button will be highlighted. A list of Purchase Orders may be displayed, or you can search for a purchase order by entering or selecting varioius criteria (PO #, Req #, Status, etc.) and clicking Find.

3. Click View next to a purchase order.

Figure 1 - Purchase Orders

a list of processed purchase orders 

4. The purchase order items will be displayed. When viewing a purchase order or requisition, you can select or click:

  • Vendor Info
  • Coding Info
  • Receiving Info
  • Print PO to print a copy of the purchase order.
  • PO Vendor Notes to view notes that print with the purchase order.
  • PO Attachments to view any attached documents.
  • The Notes or Attachment icons next to an item to view notes or attached documents.
  • Menu next to an item to view the audit trail, shipping and billing addresses, etc.

Figure 2- Processed PO

a detail sceen of a processed purchase order 

View Requisitions

1. Click Search Mode to search for processed requisitions.

2. The Requisitions button will be highlighted. A list of requisitions may be displayed, or you can search for a purchase order by entering or selecting criteria (Req #, Status, Departments, etc.) and clicking Find.

3. Click View next to a requisition.

Figure 3 - Requisitions

a list f processed requisitions 

4. The requisition items will be displayed. You can select or click:

  • Vendor Info
  • Coding Info
  • Receiving Info
  • Print Requisition to print a copy of the requisition.
  • Req Notes to view notes.
  • Req Attachments to view any attached documents.
  • The Notes or Attachment icons next to an item to view notes or attached documents.
  • Menu next to an item to view the audit trail, shipping and billing addresses, etc.

Unprocess Documents

You can move Purchase Orders or Requisitions out of Processed.

1. Click View next to the Purchase Order or Requisition.

2. Click Unprocess PO or Unprocess Requisition.

3. Click OK on the message which indicates the items have been moved out of Processed.

4. The page will be redirected to the Purchase Orders, PO Status screen or Requisitions,

Mark Processed (Manual process)

Purchase Orders

To process a purchase order manually, click Mark Processed.

This will be available when the purchase order is eligible to be processed. All Items attached to PO must be in a ‘ready to process’ status – Received, Cancelled, or Voided.

If a PO can be moved to Processed, an attempt will be made to move related requisitions, but the requisitions must have all items on it in a ‘ready to process’ status, and all items on the requisitions cannot be attached to active purchase orders.

Requisitions

To process a requisition manually, click Mark Processed.

This will be available when the requisition is eligible to be processed. All items attached to the requisition must be in a ‘ready to process’ status – Received, Cancelled, or Voided, and all items on the requisitions cannot be attached to active purchase orders.