Overview

Use Purchase Order (PO) status and reports to monitor encumbrances and outstanding purchase orders.

Steps

  1. To view a list of Unposted, Posted or Invoiced POs in the Purchase Order module, click on List View then choose Unposted, Posted or Invoiced.  
  2. To Post an unposted PO, select the PO then click Details.  Click Post at the bottom of the screen.
  3. Run a report to view a list of all open purchase orders. Print > Open Purchase Orders 

Outcome

Encumbrances appear on Report #2 and Report #9, and open purchase orders can be tracked for follow-up.

Troubleshooting