PO Inquiry

(POIq.exe) This inquiry will provide Purchase Order information by entering and using the lookup or drop down menu for the following fields: PO No., Cross Reference PO, PO Type, Start Date and End Date, Vendor ID, Vendor Name or Phone No. (see red phone), Entity, Manual Requisition, C/R Number, Buyer with an optional Search by Original Buyer checkbox, Location, Req(uisition) No., Doctor, Material Code or Description (may check Anywhere in Field to access in the search), Department, Sub Account, , Vendor Catalog (may check Anywhere in Field to access in the search), Account No., Mfg. Catalog(may check Anywhere in Field to access in the search) , Profile ID, Deliver To, Mfg Name (may check Anywhere in Field to access in the search), Product Class by choosing using the drop down, Sub Class by choosing the drop down, Contract or by the UNSPSC (United Nations Standard Product and Services Code) fields and then clicking the Search button. May check the Overnight or 2nd Day check boxes if necessary. May select by Header or Detail and can choose the Order Selection (All Orders (Live), Open Orders, Back Orders or History). If the Back Orders selection is chosen when searching, on the PO Detail tab a field will display below the Application Menu, where the user may choose by Current Deliver Date or Original Deliver Date. In the PO Detail grid, backorders will display with a pale Red background and the line with cursor on it will display in Red.

There is a Clear button to refresh the selection process.

When using the Material Code and Description lookup, the search is by PO Detail instead of the Inventory Master File, as a result it will include Non-File items. When using the lookup in the Mat Code field, may utilize the Super Lookup by pressing the F9 key.

There is a Vendor Phone Number lookup that can be accessed by clicking on the Red Telephone next to the Vendor ID field. If there is an 855 Note, it will appear in the grid with a blue C to alert the user to a memo.

May export the queried information from grid to an Excel format by clicking on File then Export and selecting a format from the drop down.

View and Email Backorders –when selected, a screen will display with a field that shows the Purchase Order number, line number, Material Code, Vendor Catalog Number, Quantity Ordered, Quantity Received, Unit of Purchase, Deliver Date (based on system information), and Item Description. Enter the To (addressee) and CC (person to copy to) if necessary or use the lookup to access users from the User Master File. May send the file as an attachment by selecting the proper file. When complete press the Send Mail button. If there are no backorders, a pop-up box will display a message stating it when clicking into this.

Contains an Explosion Screen – on the Header tab – PO Header or Purchase Order Header/Detail depending on which screen was accessed, and on the Detail tab – Purchase Order Header/Detail. Clicking in the Account Number in any of the grids or explosion screen will display Split Detail information. On this screen the user may view scanned documents by clicking on the appropriate icon [PO (Purchase Orders), REC (Receiving), OLR (Online Requisitions), or CON (Contracts)] in the upper right corner if it displays in red.

There is a System Option, Use UserToDeptInq, under the Purchasing module, which will restrict the departments a user is able to view in PO Inquiry to only those to which they are assigned. The departments may be selected in the Assign User to Department for Reports / Inquiries program.