Procurement



ProcurementCreated on 4/23/2015 1:04:00 PMTable of Contents TOC \o "1-9" \h \z \t Procurement PAGEREF _Toc417557602 \h 1Standard Processes for Documents PAGEREF _Toc417557603 \h 1Review Purchasing Data PAGEREF _Toc417557604 \h 1Purchasing Ledger Inquiry PAGEREF _Toc417557605 \h 1Purchasing Ledger Inquiry Overview PAGEREF _Toc417557606 \h 1Purchasing Ledger Inquiry Lesson PAGEREF _Toc417557607 \h 1ProcurementStandard Processes for DocumentsReview Purchasing DataPurchasing Ledger InquiryPurchasing Ledger Inquiry OverviewThe Purchasing Ledger inquiry is a tool to review the progression of a Procurement Document from creation/generation through closure. It include information specific to the User ID performing the action, the date and time an action was completed, and the Last Status and Next Status of the line at the time of the action.?The statuses of the procurement documents vary based upon document type.? For example, a Purchase Order will include information specific to approvals of the purchase order and receipts against the purchase order.?Purchasing Ledger Inquiry LessonProcedurePurchasing 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.StepActionPurchasing 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.StepActionClick the Navigator menu.Click the State of Nebraska link.Click the Purchasing - Agencies link.Click the Purchase Orders - Agency link.Click the Work with Purchase Order link.StepActionUse the Query by Example, QBE, line to narrow your search for a specific procurement document.StepActionClick in the Or Ty field.Click the Find button.StepActionClick the Purchasing Ledger button.StepActionClick the Find button.StepActionUse QBE line to view data on a specific line on the procurement document.Note:? This example only has one line we will still go through the steps to view data on a specific line.Click in the Line Number field.Enter the line number into the?Line Number?Field. Click the Find button.StepActionScroll through grid?to review data.StepActionQuantity Ordered = Quantity Ordered on Procurement DocumentQuantity Received = Populates when a receipt is made against a Purchase OrderAmount Ordered = Dollar Amount of the lineAmount Received = Dollar Amount of Goods or Services ReceivedLast Status/Next Status = Vary by Procurement Document TypeLast Status = 999 indicates the line is completeStepActionOrder FundBusiness UnitShip To NumberReceive DateCancel DatePromised Delivery DateRequest DateTo view specific details about a line of information, check the box on the row to select.Click the Select button.StepActionReview Additional Information for data specific to the Procurement Document line.Click the Cancel button.Click the Close button.Click the Close button.End of Procedure. ................
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