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

 RPT-OPO Run Control

 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

 Rpt-OPO Request Parameters

 Department:   Select from the magnifying glass the Department ID

 From Date – To Date:   Select the Budget Date Range



top

CHART FIELD SELECTION

 Rpr-OPO ChartField 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

 Rpt-OPO Run Report

Run Button: Select the Run button



top

PROCESS SCHEDULER REQUEST

 Rpt-OPO 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

 Rpt-OPO Report Manager

Report Manager: Select Report Manager hyperlink



top

VIEW REPORT

 Rpt-OPO View Report

Report: Select Report POPOROL001 hyperlink



top

REPORT FILE LIST

 Rpt-OPO Rpt File List

top

FORMATS

PDF Format:Rpt-OPO Format in PDF

Excel (CSV) Format: Rpt-OPO Format in Excel (CSV)


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