Purchasing Tab of the Project Review Form
Use the Purchasing tab to review how purchase order and purchase requisition information has been prorated to a project. This tab displays if the Purchasing application is installed.
If you use multiple currencies and the Include Committed Purchase Order Expense option is selected on the Options dialog box, then cost committed expenses are calculated in the project currency of the project, and the billing committed expenses are calculated in the currency basis (project currency or billing currency) selected for Project Reporting at Billing.
Contents
Purchase Requisitions on File Grid
Field | Description |
---|---|
Drop-down |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
Requisition No. | This field displays the requisition order identifier, which is generated automatically. This column has a drop-down link to the Purchase Requisition application. |
Requisition Date | This field displays the date on which the requisition was created. These dates are sorted in descending order. |
Requested By | This field displays the name of the employee in your enterprise who requested the requisition. |
Ship-To | This field displays the name of the ship-to destination that was specified for the requisition. |
Status | This field displays the status of the requisition order, such as In Progress, Submitted, or Rejected. |
Closed | This checkbox is selected when the item request's status is Closed. |
State | This field displays only when an approval workflow is used for approving purchase requisitions ( Cancelled only displays if the approver rejects the purchasing record. |
). This field displays the current state of the approval process for the purchase requisition based on the configured approval workflow. The possible states include Start, In Approval, in Review, Completed, or Cancelled.
Step | This field displays only when an approval workflow is used for approving purchase requisitions (0 is logged when a new purchase requisition is created but not yet submitted. | ). This field displays the current step (1, 2, 3, and so on) of the approval process for the purchase requisition, based on the steps that are set up for the purchase requisitions approval workflow. Step
Purchase Orders on File Grid
Field | Description |
---|---|
Drop-down |
Click the drop-down arrow on a grid header to complete any of the following actions:
Not all options are available on all grids. |
PO Number | This field displays the purchase order identifier, which is generated automatically when you create a new purchase order record. |
Vendor | This option limits the open purchase orders included to a specific vendor or set of vendors. |
Purchase Order Amount | If an equipment item was created automatically from a purchase order or change order line item, this field displays the net amount for the line item. This is retrieved from the Amount field on the Purchase Order tab of the Equipment form in the Equipment hub in the desktop application. |
Received Amount | This displays the monetary value of the quantity received for this equipment item. |
Vouchered Amount | This field displays the monetary value of the voucher. |
Date | This field displays the date on which the items are due to be delivered. |
Buyer | This field limits the open purchase orders included to those for a specific buyer or set of buyers. |
Ship-To | This field displays the name of the ship-to destination that was specified for the purchase order. |
Type | The purchase orders can be one of the following types:
|
Status | This field displays the status of the purchase order, such as Approved or Released. |
Closed | If you selected the Include Closed Purchase Orders option on the General tab, this column displays Yes or No to indicate whether or not the purchase order listed is closed. |
State | This field displays only when an approval workflow is used for approving purchase orders ( Cancelled only displays if the approver rejects the purchasing record. |
). This field displays the current state of the approval process for the purchase order based on the configured approval workflow for purchase orders. The possible states include Start, In Approval, in Review, Completed, or Cancelled.
Step | This field displays only when an approval workflow is used for approving purchase orders (0 is logged when a new purchase order is created but not yet submitted. | ). This field displays the current step (1, 2, 3, and so on) of the approval process for the purchase orders, based on the steps that are set up for the purchase orders approval workflow in Approval Workflows Configuration. Step