Purchasing Tab of 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 module is installed.

If you use the Multicurrency feature, 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: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Requisition No.	This field displays the requisition order identifier. This column has a drop-down link to the Purchase Requisition application. Vision generates requisition numbers automatically.
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 firm 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 check box 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 (Configuration > Purchasing & Inventory > Company Settings). 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. Cancelled only displays if the approver rejects the purchasing record.
Step	This field displays only when an approval workflow is used for approving purchase requisitions (Configuration > Purchasing & Inventory > Company Settings). 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 0 is logged when a new purchase requisition is created but not yet submitted.

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: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
PO Number	This field displays the purchase order identifier. Vision generates the Purchase Order number 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 Info Center.
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 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: Standard — Standard purchase orders. Blanket — Blanket purchase orders are open-ended. Typically, you use them to purchase parts in separate lots over a period of time (such as one year), or for a large job that needs to be divided into smaller jobs. After a blanket purchase order is created and approved, you may generate release purchase orders based on it (see the description for the following column). Service — Service purchase orders cover instances in which you are purchasing a service rather than an item.
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 if the PO listed is closed.
State	This field displays only when an approval workflow is used for approving purchase orders (Configuration > Purchasing & Inventory > Company Settings). 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. Cancelled only displays if the approver rejects the purchasing record.
Step	This field displays only when an approval workflow is used for approving purchase orders (Configuration > Purchasing & Inventory > Company Settings). 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 Approvals Configuration. Step 0 is logged when a new purchase order is created but not yet submitted.