Purchase Orders Tab
Use this tab to view the purchase orders (POs) associated with the subcontract and to initiate POs from this screen.
You can launch the Manage Purchase Orders screen by clicking the Initiate Purchase Orders button on this tab. Once you have entered PO information, you can link the PO record with a subcontract record by entering a Subcontract ID or a Ref. Subcontract ID value on the Subcontract Information tab of Manage Purchase Orders.
Only purchase orders (POs) that are linked to the subcontract through the Subcontract Information tab of the Manage Purchase Orders screen display on this tab. A subcontract can be associated with multiple purchase orders, but a purchase order can be linked to only one subcontract.
Table Window
| Field | Description |
|---|---|
| Initiate Purchase Orders | Click this button to open the Manage Purchase Orders screen and enter PO information. |
| PO ID |
This field displays the ID of the purchase order that is linked to the subcontract. The PO ID displays as a hyperlink that you can click to open the Manage Purchase Orders screen and view additional information about the purchase order. Note: You must have access to the Materials domain, the Purchasing module, and the Manage Purchase Orders application before you can open Manage Purchase Orders.
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| Release | This field displays the release number of the purchase order. |
| Change Order No | This field displays the last change order number of the purchase order. |
| PO Type |
This field displays the type of the purchase order. Possible values are:
|
| Order Date | This field displays the date when the purchase order was placed. |
| Status | This field displays the status of the purchase order. |
| Procurement Type | This field displays the procurement type of the purchase order. |
| PO Total | This field displays the total amount for the purchase order. |
| PO Balance Remaining |
This field displays the remaining PO balance amount. This is the total PO amount less the sum of the posted and unposted voucher lines: PO_HDR.TRN_PO_TOT_AMT - (SUM(VCHR_LN.TOT_BEF_DISC_AMT) + SUM(VCHR_LN_HS.TOT_BEF_DISC_AMT)). Note: You may encounter balance issues with this formula if you add charges to voucher lines that are not on the PO. If you need to add charges (for example, line charges and taxes), Deltek recommends that you add these on either a separate voucher line that is not linked to a specific PO line, or create PO line items that specifically capture the additional costs.
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| Reference PO |
This check box is selected if the PO is linked to the subcontract via the Ref. Subcontract ID field on the Subcontract Information tab of Manage Purchase Orders. This flag indicates that the PO is for reference only and is not synched with the purchase order. It will typically be used by clients implementing Manage Subcontracts who want to link the PO to the subcontract record to provide visibility of the PO. This check box is cleared if the PO is linked to the subcontract via the Subcontract ID field in Manage Purchase Orders. |
Subtasks
| Subtask | Description |
|---|---|
| Work Assignments | Use this subtask to view the work assignments associated with the selected purchase order. |
| Instructions | Click this link to see instructions on using the Initiate Purchase Orders button. |