SAP- Requisition/Purchase Order Summary

Transcription

1 From the SAP Easy Access PCSB Menu 1. Screen: Click the Expand Icon to the left of: PCSB Menu > Finance > Finance Reports > Double Click ZAMMA_REQPO_SUM / Purchase Order Summary The /Purchase Order Report screen is now displayed. In the Selection Options: Type your 4 digit location in School Location Click the show deleted line items box NOTE: When you Click the Show Deleted Line Items box prior to executing the report then you will also see the details of any deleted line items when you display the details of a. 2. IMPORTANT (Please Read)!!!: There are 3 alternative combinations of Selection Options that set the display fields for the /Purchase Order Summary report 1. Date Range 2. Purchase 3. Purchase Order If you DO NOT enter data into any of these Selection Options and Press enter or try to execute the report this error window will display If you enter information, into more than one Selection Options field and Press enter or try to execute the report this error window will display 1

2 3. IMPORTANT: If You Want to Search for ALL Funds (then Leave the Fund Field Blank) or If You Want to View Information for ONLY One Fund: OR Enter the Fund into both Fund fields Click the Search Help icon In the Name box, Type an asterisk (*) the old fund and an asterisk Examples: *oper*= Operating *tech*= Tech *flex*= Flex Double-Click on the desired Fund 4. Choose one of the 3 Selection Criteria to use for your Report: To Search Using Date Range: Enter the beginning search date (mm/dd/yyyy) Enter the end search date (mm/dd/yyyy) 5. To Search Using Purchase : Enter the beginning Purchase Enter the ending Purchase 2

3 To Search Using Purchase Order: 6. Enter the beginning Purchase Order Enter the ending Purchase Order 7. The /Purchase Order Report Summary screen displays these columns from left to right: : Document of the requisition Date: Date the was created Purchase Order: Purchase Order for the Date: Date of conversion to Purchase Order Recipient: Name of the Recipient Vendor: Vendor name (including warehouse/storeroom) Req. Total: Total amount of Goods Receipt Total: Total amount entered on the Good Receipt Invoice Total: Total amount of the that has been invoiced 3

4 To See the Line Item Details of a 8. : Double Click a NOTE: Double Clicking the displays the details of all of the line items on the requisition. IMPORTANT: If you Clicked the Show Deleted Line Items box PRIOR to executing the report then you will also see the details of any deleted line items when you display the details of a 9. The /Purchase Order Report Displays these Columns: : Document of the requisition (X): indicates the deleted line items(s) Item Number/Description: Description of product per line item on the Date: Date of conversion to Purchase Order Recipient: Name of the Recipient Vendor: Vendor name (including Supp/Storeroom) Cost Assignment/GL #: Assign. Cat., Cost Center, and G/L Account Quantity: Number of units requisitioned Req. Total: Total amount of GR Total: Total amount of the s Good Receipt Invoice Total: Total amount of the that has been invoiced Price: Cost of each unit Extended: Total amount of line item Gds Rect: Total amount entered on line item of Goods Receipt Invoiced: Total amount of line item that has been invoiced 4

5 10. To Display the Original (from the Purchase Order Summary screen): Double Click on a The screen will be displayed giving the details for that 11. To Display the Purchase Order: Double Click on a Purchase Order The Purchase Order screen will be displayed giving the details for that Purchase Order 5