to select, a buyer ID for whom you want to view purchase order information, or leave blank to select all buyers.Use this screen to view purchase order lines and header information based on the selection criteria in the Buyer, Vendor, Project, Cutoff Due Date, and Sort By fields. This screen allows you to update certain purchase order information.
Use this screen when you need to open purchase order lines and header information and modify certain status and date fields.
Enter, or click to select, a buyer ID for whom you want to view purchase order information, or leave blank to select all buyers.
Enter, or click to select, a vendor ID for whom you wish to view purchase order information, or leave blank to select all vendors.
Enter, or click to select, the ID of the project for which you want to view purchase orders, or leave blank to select all projects.
Enter, or click 
to select, the cutoff due date for the open purchase orders. No open purchase orders with a due date later than this date are selected. Leave this field blank to select all available due dates.
Select the sorting option from the drop-down list. The values are:
Buyer & Vendor & Due Date (default)
Vendor & Due Date
Buyer & Vendor & PO
Vendor & PO
Select this option to view purchase orders that have the exact project ID entered.
Select this option to view purchase orders that begin with the project ID entered.
Use the check boxes in this group box to select the types of purchase orders (PO) to load for expediting. Purchase orders default based on the PO type that you select.
Select the Standard POs check box to include standard purchase orders (that is, the PO Type is P) in the expediting process.
Select the Blanket PO Releases check box to include blanket purchase order releases (that is, the PO Type is B) in the expediting process.
Select the Subcontract Retainage PO check box to include subcontract purchase orders (that is, the PO Type is S) in the expediting process.
Select the GFM/GFE Order check box to include Government Furnished Material (GFM) or Government Furnished Equipment (GFE) purchase orders in the expediting process.
Select the Subcontract Agreement check box to include Subcontract Agreement type of purchase orders in the expediting process.
Select the Subcontract Agreement Release check box to include Subcontract Agreement Release type of purchase orders in the expediting process.
This column displays the purchase order ID.
This column displays the release number if the order is a release order.
This column displays the change order number, if one exists.
This column displays the line number of the purchase order.
This check box indicates if there is at least one row in the Resources subtask for the corresponding PO line.
This field displays the name of the subcontract associated with the PO. This also displays as a hyperlink to access the subcontract record on the Manage Subcontracts screen.
This column displays the line item type:
P - Part
G - Good
S - Service
M - Miscellaneous
If the Line Type is M, this column is blank. Otherwise, it displays the item ID.
This column displays the revision of the item, if one exists.
If the Line Type is M, this column displays the miscellaneous line charge type. Otherwise, it is blank.
This column displays the description of the line item.
This is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).
If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item:
Unrestricted - The item is not subject to data security restrictions.
Restricted - The item is subject to data security restrictions and that you are authorized to access detailed part information.
***UNAUTHORIZED*** - The item is subject to data security restrictions and you are not authorized to access or view part information. This value is displayed in red background color.
This column displays the order date for this PO line.
This column displays the due date for the line item which you can modify. A change in the due date updates the purchase order line due date.
If selected, this check box indicates that there are multiple delivery schedules that exist for the PO line. This check box is cleared and disabled for new lines.
This field displays the DPAS rating. For PO lines with multiple account distribution, the DPAS rating in the PO lines displays all the DPAS ratings from the PO Line Accounts subtask.
This column displays the original due date. A modification to this column updates the purchase order line.
This column displays the line status. You can modify the PO line status here from Open to one of the following:
Pending - If no receipts exist for this line
Void - If no receipts exist for this line
Closed - If no additional receipts are expected for this line
When you save the modifications, the lines that no longer have a status of Open do not display.
This column displays the desired date. It must be the same as, or earlier than, the due date. A modification to this column updates the purchase order line.
This column displays the date the vendor acknowledgment was received, if any. A modification to this column updates the Acknowledgment Info Date on the Manage Purchase Orders screen.
This column displays the buyer ID for the purchase order.
This column displays the requisition number from which the item ordered originated.
This column displays the procurement type code assigned to the PO line.
This column displays the ship ID. It represents the address where to deliver the requisitioned item as indicated on the purchase order line.
This column displays the name or department to which the item ordered is to be delivered.
This column displays the manufacturer part as indicated on the purchase order line.
This column displays the manufacturer part revision number as indicated on the purchase order line.
This column displays the vendor part as indicated on the purchase order line.
This column displays the vendor part revision number as indicated on the purchase order line.
If this is an inventory line item, this column displays the assigned inventory abbreviation.
This column displays the inventory project to which the inventory item is charged.
This column displays the order reference type code for this PO line.
This column displays the order reference number from the manufacturing order or internal sales order number.
This column displays the match type for each of the different item types within Costpoint. Establish these values on the Manage Line Charge Types screen.
The match type indicates whether there is a two-way (2) match between the purchase order quantity and the invoice quantity, or a three-way (3) match among the purchase order quantity, the accepted quantity plus the rejected-pay quantity, and the invoice quantity.
On the PO Line Charge Types screen, a three-way match displays the match option as either individual (or INDIV) matching of invoice quantities against individual receipt accepted quantities, or total (TOTAL) matching of invoice quantities against the cumulative purchase order accepted quantities.
Individual (INDIV) matching can happen only if three-way matching has been selected. If two-way matching is selected, the match option is always TOTAL.
This column displays the order unit of measure.
This column displays the quantity ordered on this PO line.
This column displays the open quantity on this PO line.
This column displays the quantity received on this PO line.
This column displays the quantity accepted on this PO line.
This column displays the quantity rejected with replace or repair disposition on this PO line.
This column displays the quantity rejected with credit disposition on this PO line.
This column displays the quantity rejected with pay disposition on this PO line.
This column displays the extended cost for the PO line.
Calculation: Extended Amt = PO Total Line Amount – Sales Tax/VAT Amount – Total Line Charges – Line Charges Sales Tax/VAT Amount
This column displays the actual work completed (cumulatively from inception to date) for subcontract lines.
This column displays the actual value of the completed work retention amount (cumulative from inception to date) that has been withheld from payment for this subcontract line.
This amount cannot be greater than the Subcontract Completed Work Amount for the PO line.
Calculation: Subcontract Completed Work Retention Amt = Completed Work Retention Pct * Subcontract Completed Work Amt.
This column displays the value of the materials (cumulative from inception to date) that have been supplied to a site for use on a subcontract PO line item job. This amount is also included during payment voucher calculations.
This column displays the value of stored materials retention amount (cumulative from inception to date) that has been withheld from payment for the subcontract line, if applicable.
Calculation: Subcontract Stored Materials Retention Amt = Stored Materials Retention Pct * Subcontract Stored Materials Amt
This column displays the percentage of completed work retention (cumulative from inception to date) that has been withheld from payment.
This column displays the percentage of materials (cumulative from inception to date) that have been supplied to a site for use on a PO line item.
This column displays the vendor ID for the purchase order.
This column displays the vendor name.
This column displays the purchase order vendor location.
This column displays the address code for the vendor.
This column displays the vendor sales order number, if any. A modification to this column updates the Manage Purchase Orders screen.
This column displays the first name of the vendor contact.
This column displays the last name of the vendor contact.
This column displays the phone number of the purchase order vendor contact.
This column displays the fax number of the purchase order vendor contact.
Enter expediting notes for this PO line.
This column displays internal notes from the purchase order line. A modification to these notes updates the purchase order line. These notes are for internal use only, and do not print on purchase orders.
This column displays the received quantity from the purchase order line.
This check box indicates if the resource requires US citizenship.
This check box indicates if the resource must be authorized for International Traffic in Arms Regulations (ITAR) restricted items.
This column displays the security clearance required for the resources associated with this purchase order.
This column displays the description of the security clearance that the resource associated with the purchase order needs to have.
This column displays the level of security clearance that the resource associated with the purchase order needs to have. This field indicates whether the level is Top Secret and Secret.
This check box displays the security clearance that the resource associated with the purchase order has been cleared Sensitive
Compartmented Information (SCI) for.
This check box displays the security clearance that the resource associated with the PO has been cleared Special Access Program (SAP) for.
This column displays the name of the agency that issued the security clearance.
This field displays the most recent action taken on the PO line by the buyer or the supplier.
This field displays the most recent quantity change proposed by the buyer or the supplier.
This field displays the most recent amount change proposed by the buyer or the supplier.
This field displays the most recent due date change proposed by the buyer or the supplier.
Select an option from the drop-down list for the new action that you want to take for the PO line. Valid values are:
Pending Supplier Acknowledgment - Select this option to indicate that the PO line and all associated delivery schedule lines have been submitted to the supplier.
Change Request by Buyer - Select this option to propose a change to a PO line or delivery schedule quantity/amount or due date.
Change Request Accepted by Buyer - Select this option to accept a change proposed by the supplier regarding the PO line or delivery schedule quantity/amount or due date.
Change Request Rejected by Buyer - Select this option to reject a change proposed by the supplier regarding the PO line or delivery schedule quantity/amount or due date.
Cancel Request by Buyer - Select this option to propose cancelling the order on the PO line or delivery schedule line.
Cancel Request Accepted by Buyer - Select this option to accept the request made by the supplier to cancel the order on the PO line or delivery schedule line.
Cancel Request Rejected by Buyer - Select this option to reject the request made by the supplier to cancel the order on the PO line or delivery schedule line.
Backorder Request Accepted by Buyer - Select this option to accept a request made by the supplier to put the order on the PO line or delivery schedule line on backorder.
Backorder Request Rejected by Buyer - Select this option to reject a request made by the supplier to put the order on the PO line or delivery schedule line on backorder.
Substitution Request Accepted by Buyer - Select this option to accept a request made by the supplier to deliver a different part in place of the original part on the PO line.
Substitution Request Rejected by Buyer - Select this option to reject a request made by the supplier to deliver a different part in place of the original part on the PO line.
Enter the new proposed quantity for the PO line or delivery schedule line.
Enter the new proposed amount for the PO line or delivery schedule line.
Enter, or click to select, the new proposed due date for the PO line or delivery schedule line. If delivery schedule exists, this field is disabled on the PO line and enabled on the Delivery Schedule subtask.
Enter any action notes related to the PO line/delivery schedule line and any actions taken. If delivery schedule exists, this field is disabled on the PO line and enabled on the Delivery Schedule subtask.
This check box defaults to the selection in Configure Purchase Order Print Options.
This field displays the DPAS rating. For PO lines with multiple account distribution, the DPAS rating in the PO lines displays all the DPAS ratings from the PO Line Accounts subtask.
|
Subtask |
Description |
|
Action History |
Click this link to open the Action History subtask linked to the PO line/delivery schedule to access action history information for the PO/rlse/PO line/delivery schedule line. |
|
Header Text |
Click this link to access the Header Text subtask to display established standard text codes to the purchase order (PO). |
|
Line Text |
Click this link to access the Line Text subtask to display established standard text codes to the PO line. |
|
Header SOW |
Click this link to access the Header SOW subtask. |
|
Line SOW |
Click this link to access the Line SOW subtask. |
|
Resources |
Click this link to access the Resources subtask. |
|
PO Header Expedite Notes |
Click this link to access the PO Header Expedite Notes subtask. |
|
Header Documents |
Click this link to access the Header Documents subtask. |
|
PO Line Accounts |
Click this link to access the PO Line Accounts subtask, where you can view detailed information about PO lines. |
|
Line Documents |
Click this link to access the Line Documents subtask. |
|
Vendor Info |
Click this link to access the Vendor Info, subtask, where you can view detailed information about the vendor on this purchase order. |
|
Exchange Rates
|
Click this link to access the Exchange Rates subtask, where you can view exchange rate information. |
|
Link SCI/SAP Security Codes |
Click this link to access the Link SCI/SAP Security Codes subtask to identify the specific security clearance code. |
|
Delivery Schedule |
Click this link to open the Delivery Schedule subtask to split the PO quantities to multiple due dates. |