Order Life Cycle Viewing

This view can be seen from purchase requisition and purchase order screen. They show the details associated from the order from beginning to end.

Option one: Viewing from Purchase Requisition (REQ) screen.

Select REQ APP

Select manage requisitions.

 

Select the REQ from the selection or enter by REQ, PO number or by entered by name.

*PO number, must use another search field, entered by or supplier for example

Select the REQ # from the list or the search. Once selected, the REQ will display.

From the top right select View Life Cycle

This view will show:

Line details: requester, description, PO category, amount.

Receipt information: number, date and by whom.

Invoice information: number, date, matched and/ or paid.

View of a multi-line PO, search by entered by and PO #, select the REQ #

 

 

Both lines will show requester, category, receipt, and invoice

 

Additional option view:  after you select the REQ, click Line Life Cycle, this will show the details by line only.

From this view, you will see the ordered, received, and invoiced amounts for the selected line.

When any life cycle is viewed the receipt and invoice number(s) are hyperlinks, select them to view more details.

 

Receipt link:

 

 

Invoice link:

Select attachment from the top right corner to view invoice. Select line / payment to view details

 

 

 

Option two: Viewing from Purchase Agreements tile

 (view may not be available to all users, many users do not have the Purchase order tile)

Once you select the Purchase Agreement tile, you can choose the magnifying glass, enter Orders from the top search filter, and add the PO number. This is a keyword search.

 

Or select the paper icon, to view manage orders if you would like to search by selecting certain criteria.

Change BU, if necessary, one box marked with ** must be used, one information has been added select Search

 

 

When searching by PO number, always clear all other fields and add Yes to Include Closed Documents. This will pull in the PO if it has been closed or finally closed.

 

 

 

Once the PO has pulled in, select View Details

 

From this view, you will see the ordered, received, and invoiced amounts.

Receipt and invoice details such as dates and amounts will show. Plus, receipt and invoice number(s) are hyperlinks, select them to view more details.

Receipt link:

Invoice link:

 

Select attachment from the top right corner to view invoice. Select line / payment to view details