Use this inquiry application to view information regarding purchased items. This screen is non-editable. Use the Enter POs screen in Costpoint Purchasing to maintain purchase order information. You can also access this screen in Costpoint Purchasing and Procurement Planning.
Enter the Item, Item Description, Misc Type, Commodity Code, Manufacturer Part, or Vendor Part and then select the Execute button on the toolbar to populate the table window.
Use this screen whenever you need to view information on purchase order items.
Enter, or use Lookup to select, an item ID or the beginning of an item ID for which information is required. For example, if you enter "A" and execute with the Contain In radio button selected, the table window will populate with all purchase order IDs that contain parts, goods, and services that contain "A."
Enter, or use Lookup to select, the revision and description of the item. If you selected the Allow Multiple Revisions For Each Item checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen in Costpoint Product Definition, you can retrieve multiple revisions of the same item.
This field displays the item unit of measure.
Enter, or use Lookup to select, a miscellaneous charge type on which information is required. The description will display once you have selected a charge type. You can make an entry in this field in place of Item. Establish miscellaneous charge types in the PO Line Charge Types screen in Costpoint Purchasing.
Enter, or use Lookup to select, a commodity code and description on which to search.
Enter the manufacturer part number for which PO item information is required.
Enter the vendor part number for which PO item information is required.
Enter, or use Lookup to select, the industry classification code for which PO lines are to be viewed. Maintain industry classifications in Costpoint Purchasing and Product Definition and assign them in the Vendor Classification Codes subtask of the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning and Accounts Payable.
Use this group box to determine the status of the purchase order lines to display.
Select this checkbox to view PO lines with the status of "Pending." This status means that the line is pending approval and cannot be received or invoiced against until it changes to "Open" status.
Select this checkbox to view PO lines with the status of "Closed." This status means that the line has been manually closed short and no further processing will occur.
Select this checkbox to view PO lines with the status of "Open." This status means that the line is open and ready for receipts and invoices to be entered against it.
Select this checkbox to view PO lines with the status of "Void." This status means that the line has been voided and no processing will occur. No receipts have been entered. This allows the system to show that an item was ordered but was later canceled.
Select this checkbox to view PO lines with the status of "System Closed." This status is set by the system.
Select the category you need: Exact Match, Begin With, End With, or Contain In.
This column displays the date of the purchase order.
This column displays the PO ID.
This column displays the release number of the release order made against a blanket order.
This column displays the line number of the purchase order.
This column displays the change order if one was created for the purchase order in the Create PO Change Orders screen in Costpoint Purchasing. The last change order number is displayed.
This column displays the type of order. The system-defined types are "Purchase Order," "Blanket Order," "Release Order," and "Subcontract PO."
This column displays the vendor name for this order.
This column displays the buyer ID assigned to this order.
This column displays the item ID.
This column displays the item revision.
This column displays the description of the item.
This column displays the status of the PO. The status can be one of the following: "Pending," "Open," "Void," "Closed," or "System Closed."
This column displays the order unit of measure of the item.
This column displays the quantity open. Open quantity is Ordered Quantity less the Received Quantity plus the rejected-replacement quantity.
This column displays the quantity ordered.
This column displays the quantity received. Enter received quantities in the Receive Purchase Order screen in Costpoint Receiving. The received quantity decreases the Open Quantity amount for the PO line.
This column displays the quantity accepted from the Receive Purchase Order screen (or the Enter QC Inspections screen if QC Inspections are required for the PO line) in Costpoint Receiving.
This column displays the quantity rejected from the Receive Purchase Order screen (or the Enter QC Inspections screen if QC Inspections are required for the PO line) in Costpoint Receiving.
This column displays the date on which the item is due.
This column displays the transaction currency for the purchase order. The invoice for these materials will be in this transaction currency.
This column displays the net unit cost of the item in the transaction currency for this purchase order. This is the cost of one unit of the item after the volume discounts have been applied. The invoice for these materials will be in this transaction currency.
This column displays, in your functional currency, the net unit cost of the item for this purchase order. This is the cost of one unit of the item after the volume discounts have been applied. Functional currency is used to initialize Costpoint and is the currency in which your financial statements are prepared.
This column displays the manufacturer part number.
This column displays the revision number of the manufacturer part.
This column displays the vendor part number.
This column displays the revision number of the vendor part.
This column displays the commodity code of the item.
This field displays "Y" (Yes) if the Active checkbox is selected for the item in the Maintain Parts screen (for standard parts), Services screen (for service items), or Goods screen (for goods) in Costpoint Product Definition. If the Active checkbox is not selected for the item, this field will display "N" (No). This field will be hidden for miscellaneous line types.
This field displays the "P" it the item is a standard part, "S" if the item is a service, or "G" if the item is a good. This field will be hidden for miscellaneous line types.
This field displays the item's Product Class that is assigned in the Maintain Parts screen (for standard parts), Services screen (for service items), or Goods screen (for goods) in Costpoint Product Definition. This field will be hidden for miscellaneous line types.
If the item is a standard part, this field will display the planner ID assigned to the part in the Maintain Parts screen in Costpoint Product Definition. This field will be hidden for miscellaneous line types.
If the item is a standard part, this field will display "M" (Make) if the part is made, or "B" (Buy) if the part is bought. The value that displays in this field is assigned in the Make/Buy drop-down box in Costpoint Product Definition. If the item is a Service or Good, this field will display as "B" (Buy). This field will be hidden for miscellaneous line types.
This column displays the deliver to information of the item for this purchase order line.
This column displays the planner ID of the item for this purchase order line.
This column displays the warehouse ID of the item for this purchase order line.
This column displays the shipping ID of the item for the for this purchase order line.
If applicable, this column displays the industry classification code of the item for this purchase order line.
If applicable, this column displays the business size of the vendor for this purchase order line.
Select this pushbutton to view purchase order line detail information.
Select this pushbutton to view both PO Header and PO Line Expedite notes relating to the selected purchase order.
Select this pushbutton to view information on the alternate parts listed for the selected item.
Select this pushbutton to view the standard text assigned to an item.
Use this pushbutton to view information on the assigned vendors for the selected item.
Use this pushbutton to view information on vendor quotes that are associated with the selected item.
Use this pushbutton to view information on vendor returns against the selected item.
Use this pushbutton to view information on the requests for quotes for the selected item.
Select this pushbutton to view requisition line information associated with the selected item.
Select this pushbutton to view information on purchase orders meeting the selection criteria.
Select this pushbutton to view information for engineering change notices for the selected item. This subtask is disabled if you execute the inquiry based solely on a Misc Type.
Select this pushbutton to open the Documents subtask.
Select this pushbutton to open the Vendor Information subtask.
Documentation will be forthcoming in an additional Help release.