Purchasing Ledger can be used to inquiry on data specific to any Purchasing Document. For the purpose of this exercise, the inquiry is on a Purchase Order, OP.
Note: Data contained in the Purchasing Ledger varies by Document Type and Line Type.
Document Types have different Statuses.
Purchasing Ledger can be accessed through Purchasing - Inquiries or directly from a "Work With" application.
This exercise accesses the Purchasing Ledger through the "Work with Purchase Order "application.Step 1
Click the State of Nebraska link.Step 2
Click the Purchasing - Agencies link.Step 3
Click the Purchase Orders - Agency link.Step 4
Click the Work with Purchase Order link.Step 5
Use the Query by Example, QBE, line to narrow your search for a specific procurement document.
Enter "326498" into the Order Number field.Step 6
Enter the OP into the Or Ty field.Step 7
Click the Find button.Step 8
Use the scrollbar to access buttons on bottom of screen.Step 9
Click the Purchasing Ledger button.Step 10
Click the Find button.Step 11
Use QBE line to view data on a specific line on the procurement document.
Click in the Line Number field.Step 12
Enter the line number into the Line Number field.
Enter "1".Step 13
Click the Find button.Step 14
Scroll through grid to review data.Step 15
Quantity Ordered = Quantity Ordered on Procurement Document
Quantity Received = Populates when a receipt is made against a Purchase Order
Amount Order = Dollar Amount of the line
Amount Received = Dollar Amount of Goods or Services Received
Last Status/Next Status = Vary by Procurement Document Type
Last Status = 999 indicates the line is completeStep 16
Ship To Number
Promised Delivery Date
Request DateStep 17
To view specific details about a line of information, check the box on the row to select.
Click the Row:1 option.Step 18
Click the Select button.Step 19
Review Additional Information for data specific to the Procurement Document line.Step 20
Click the Cancel button.Step 21
Click the Row:3 option.Step 22
Click the Select button.Step 23
Click the Cancel button.Step 24
Click the Close button.Step 25
Click the Close button.Step 26
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