PurchaseOrderStatusQuery.ppt

Purchasing - 1 Purchase Order Status Report By Index/Organization By Index/Fund for Grants Purchase Order Status Report At the last Fiscal Forum five attendees completed requests and descriptions for new reports. We have consolidated these requests into one answer with three options as follows in this power point presentation. The Banner Report Committee has reviewed these requests and the options currently available. They have recommended this request for future report development. 5 Fiscal Forum Requests for Purchasing Report USE AS IDENTIFIED BY REQUESTORS “ Any outstanding purchase orders; “ “ If vendors paid or encumbrance released; “ “ Vendor invoices paid against POs; “ “ Identify POs and track balance and expenditures; “ “ Track POs and P-card status “  Consolidated Purchasing Report  Detail and Frequency DATA (details) REQUEST Vendor name PO# Original enc. Amount Current enc. balance Invoice number Amount paid Date Index/Fund (FOAPAL) Check date Check amount Purchase Order Status Query Option 1 - Web Finance Self Service Purchase Order Status Query Option 2. Banner Production: - Detail Encumbrance Activity (FGIENCD) – Use if PO#, Enc.# or Req.# are known Purchase Order Status Query Option 2. Banner Production: - Detail Encumbrance Activity (FGIENCD) – Use if PO#. Enc.# or Req.# are known. - Open Purchase Orders by FOAPAL (FPIOPOF) – Use if Index # (POs only) is known. Purchase Order Status Query Option 2. Banner Production: - Detail Encumbrance Activity (FGIENCD) –Use if PO#. Enc.# or Req.# are known. - Open Purchase Orders by FOAPAL (FPIOPOF) – Use if Index (POs only) is known. - Organization Encumbrance List (FGIOENC) – Use if Index is known. Check it out: More Banner query trainings are available at website below: /aftss/training.html Purchase Order Status Query Option 3. e-print report (Finance Banner FAUP) Open Encumbrances Report - FGROPNE Purchasing - 2 Purc