Purchasing Ledger Inquiry Lesson


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.


Steps:

  1. 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
  2. Click the State of Nebraska link.

    Step 2
  3. Click the Purchasing - Agencies link.

    Step 3
  4. Click the Purchase Orders - Agency link.

    Step 4
  5. Click the Work with Purchase Order link.

    Step 5
  6. 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
  7. Enter the OP into the Or Ty field.

    Step 7
  8. Click the Find button.

    Step 8
  9. Use the scrollbar to access buttons on bottom of screen.

    Step 9
  10. Click the Purchasing Ledger button.

    Step 10
  11. Click the Find button.

    Step 11
  12. Use QBE line to view data on a specific line on the procurement document.

     

    Click in the Line Number field.

    Step 12
  13. Enter the line number into the Line Number field.

     

    Enter "1".

    Step 13
  14. Click the Find button.

    Step 14
  15. Scroll through grid to review data.

    Step 15
  16. 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 complete

    Step 16
  17. Order Fund

    Business Unit

    Ship To Number

    Receive Date

    Cancel Date

    Promised Delivery Date

    Request Date

    Step 17
  18. To view specific details about a line of information, check the box on the row to select.

     

    Click the Row:1 option.

    Step 18
  19. Click the Select button.

    Step 19
  20. Review Additional Information for data specific to the Procurement Document line.

    Step 20
  21. Click the Cancel button.

    Step 21
  22. Click the Row:3 option.

    Step 22
  23. Click the Select button.

    Step 23
  24. Click the Cancel button.

    Step 24
  25. Click the Close button.

    Step 25
  26. Click the Close button.

    Step 26

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