Purchase Order Summary (Inquiry)

The Purchase Order Summary Inquiry provides a view of the purchase order summary plus line items and details and related item access to revisions. Additionally, you can open Purchase Order, Purchase Order Revision and the Payable Aging Inquiry. By default, the results are grouped by Organization Code and Currency Code and sorted by Purchase Order Number.

Note: When User Authorization Hide Expense Cost is selected, all Costs will not be displayed.

The Purchase Order Summary inquiry also provides the ability to show the Purchase Order document for a selected result in a split panel.

This inquiry provides the ability to view more details and edit a document using the inquiry split pane. Click the View button and then select the Split Pane option. For more information, see View Additional Details in the Split Pane.

The inquiry provides a warning message if it is in split pane view and the result record selected has a version of source document (Purchase Order doc) with pending changes that exists in Draft state.

Restrictions

The inquiry includes the following default restrictions:

	Restriction	Description
	Purchase Order Date	Enter or select a purchase order date. This is the date the purchase order was created.
	Require Date	Enter or select the date that the purchase order was required to be delivered.
	Promise Date	Enter or select the date the purchase order item was promised for delivery.
	Purchase Order Stage	Select a purchase order stage. The options are Open or Closed.
	Purchase Order Status	Select a status. This limits the inquiry results to purchase orders with the selected status. The options are: Active, Inactive or Ignore. Defaults to Active.
	Currency Type	Select a currency type. The options are: Document Currency, Company Currency and Base Currency. Defaults to Document Currency.

For a list of the optional restrictions, see Purchase Order Summary Inquiry Optional Restrictions.

Results

The inquiry results include the following three levels of information:

• Purchase Order Summary: The first level of the inquiry provide a summary of the purchase order information which includes Purchase Order Number, Purchase Order Date, Purchase Order Type Name, Vendor Name, Currency Code, Purchase Order Full Cost, Purchase Order Commit Cost, Purchase Order Commit Effort and Source Company. With a purchase order row selected, use the related items functionality to open the Purchase Order or view the Purchase Order Revision inquiry related items; for more information, see Related Items. Purchase Order Summary Optional Columns

  The following optional columns of information are available:

  Buyer Code Buyer Name Document Currency Code Incoterm Code Incoterm Name Organization Code Organization Manager Code Organization Manager Name Organization Map Level (2-6) Name Organization Name Payable Vendor Code Payable Vendor Name Payment Term Code Payment Term Name Primary Ship To Location Address Type Primary Ship To Location Code Primary Ship To Location Name Purchase Order Additional Cost Purchase Order Base Cost Purchase Order Cost Purchase Order Effort Purchase Order Full Cost Without Tax Purchase Order Other Charge Cost

  Purchase Order Stage Purchase Order Status Purchase Order Tax Purchase Order Type Code Purchase Term Code Purchase Term Description Purchase Term Name Receipt Complete Revised Source Company Name Vendor Code Vendor Type Code Vendor Type Name Voucher Additional Cost DC Voucher Base Cost DC Voucher Complete Voucher Full Cost Without Tax DC Voucher Other Charge DC

• Line Item Summary: The second level of the inquiry provides purchase order line item information, which includes Sequence, Item Category Name, Purchase Item Name, Purchase Item Description, Description, Quantity, Measure Name, Price, Cost, Commit Cost, Commit Effort and Project Name. Line Item Summary Optional Columns.

  The following optional columns of information are available:

  Account Code Account Name Additional Cost Available Receipt Quantity Available Voucher Additional Cost DC Available Voucher Base Cost DC Available Voucher Quantity Base Cost Budget Category Code Budget Category Name Company Code Company Name Deleted Delivery Method Code Delivery Method Name Document Currency Code Effective Stage Effort Item Category Code Organization Code Organization Name Pay When Paid Project Code

  Promise Date Purchase Item Code Purchase Item Manufacturer Purchase Item Model Number Receipt Complete Receive Quantity Require Date Requires Insurance Requires Receipt Requisition Date Requisition Number Return Quantity Ship to Location Code Ship to Location Name Stage Task Code Task Hierarchy Code Task Name Voucher Additional Cost DC Voucher Base Cost DC Voucher Complete Voucher Other Charge Cost DC Voucher Quantity

• Detail Transactions: The third level of the inquiry provides transactions associated with the purchase order line item, which includes Document Date, Document Type, Document Number, Quantity, Cost, Commit Cost, Commit Effort, Receive Quantity, Return Quantity, Voucher Quantity, Document Currency Code, Voucher Base Cost DC, Voucher Additional Cost DC and Voucher Other Charges Cost DC. With a detail transaction row selected, use the related items functionality to view the Payable Aging Inquiry. For more information, see Related Items. Detail Transactions Optional Columns.

  The following optional columns of information are available:

  Account Code Account Name Additional Cost Base Cost Budget Category Code Budget Category Name Company Code Company Name Document Source Document Suffix Code Document Suffix Name Effort External Reference Number

  Organization Code Organization Name Posting Date Posting Period Price Project Code Project Name Source Company Code Source Company Name Task Code Task Hierarchy Code Task Name