Reports and Online Inquiries

Several reports and inquiries are provided in the system to help you maintain purchase orders.  They are summarized below:

Purchase Order.  The purchase order document is printed as a result of the Purchase Order Maintenance conversation.  The print mode field on the Vendor Header screen determines when it will be printed:

·     "Release immediately" will print the purchase immediately following the release transaction.

·     "Release at end of day" will be printed in batch at the end of the day.

·     "Hold indefinitely" will not be printed until you later change the print mode to one of the above values.

Note:    The print mode field may also be defaulted from the Purchasing System Defaults-1 record (category 491) on the Reference File.

Purchase Order Reports.  Two reports are provided to help the buyer keep track of released purchase orders:  PO Acknowledgment Status Report (PO600A) and Expedite Notice Status Report (PO610A).  To request these reports:

1.   Choose the PO Management Report Request option.  The PO Management Report Request screen is displayed.

2.   Enter an X next to the type of report you are requesting.  Enter the appropriate selection criteria.  Press the Enter key.

Forecast Reports.  Two reports are provided to help management keep track of the monetary amounts involved in purchase orders not yet received:  the Purchasing Payment Forecast Report (PO700A) and the Commitment Forecast Report (PO710A).  The Commitment Forecast Report shows purchase order engagement amount categorized by release dock date.  The Payment Forecast Report shows the same amounts offset by the payment due date as determined by the credit terms of the purchase order.  You may designate interval ending dates to group and total amounts as desired.  To request these reports:

1.   Choose the Forecast Report Request option.  The Forecast Report Request screen is displayed.

2.   Enter an X next to the type of report you are requesting.  Enter the appropriate selection criteria.  Press the Enter key.

Purchase Order Inquiry.  This inquiry allows you to view all purchase orders for a specific vendor, item,  buyer, or a specific purchase order.  To perform the inquiry function:

1.   Choose the Purchase Order Inquiry option.  The Purchase Order Inquiry Function Select screen is displayed.

2.   Enter an X next to the desired inquiry (orders by vendor, orders by item, orders by buyer, or selected order).  Enter the appropriate selection criteria.  Press the Enter key.

3.   If you are performing an inquiry by vendor, item, or buyer, the appropriate list screen is displayed.  You may select any line for detail display by entering an X in the Select field and pressing F5 - Detail screen.

4.   Use command keys to display the desired information.

Outside Processed Operation Where-Used Inquiry.  This inquiry allows you to view all purchase order releases (phantom orders) for a specific outside processed operation.  To perform the inquiry function:

1.   Choose the Outside Processed Operation Where-Used Inquiry option.  The Outside Processed Operation Where-Used Function Select screen is displayed.

2.         Enter the manufacturing order number, operation number, and operation line number of the outside processed operation.  Press the Enter key.  The Detail screen is displayed.