Purchase Order Inquiry - Overview overview

Purchase > Inquiry > Order

Use this tab to view key information about the purchase order. Summary and line information is displayed for all transaction types. Additional information about Blanket Releases (BR) is displayed for Blanket Orders (BL).

The order information is grouped in collapsible sections, also called cards, that contains data from other tabs. It is presented in standard static fields, key performance indicator (KPI) charts, and other visual components. The Summary and Lines sections are displayed for all transaction types. The Lines section does not display of the order does not contain lines. If the order is a BL, then Blank Release Schedule and Blanket Release Value sections are also displayed.

Summary

The Summary section contains these elements:

  • Select fields from the Header and Totals tabs.
  • Counts for lines, packages, and history (backorders). Each number is a hyperlink that opens the corresponding tab.
  • Color-coded tags that indicate these flags or conditions that apply to the order:
    • Header notes: Displays if notes are attached at the purchase order level
    • Line Comments: Displays if the purchase order includes line-level comments
    • Approval Hold: Displays if the approval code is not 'y'
    • Backorders Exist
    • Backorders Not Allowed
    • Rush flag: Displays if the order needs to be received earlier than normal
    • Ignore lead time: Displays if recalculation of the lead times for line items are prevented
    • Resale: Displays if the products that were purchased from this vendor are used for resale
    • Confirmation
    • Cancelled purchase order
    • Free on board destination: Displays if the title of the products that were shipped from the vendor are released by the vendor after they are shipped from the vendor's warehouse
    • Past due lines: The number of lines that are past due. This is determined if the Line has a due date less than today
  • Process indicator that shows the purchase order stages and the related dates.

Lines

Depending on the data on the order, the Lines section can contain these donut charts:

  • Line Types: Shows percentage of stock, nonstock, not for resale, and cancelled line types on the purchase order.
  • Received Quantity: Shows the percentage of line items that were fully or partially received. This chart is not displayed if all lines on the order are returns or if the order does not contain lines.

Blanket Release Schedule

Detailed and summarized versions of the section are available. Both include a column chart with the date, order suffix, and number of products for each BR that is associated with the BL. When the BR contains 10 products or less, the vertical bars are comprised of stacked, multicolored segments that represent each product's quantity. A color-coded key to the products is provided. When you hold your mouse over a segment, the product number and quantity is displayed. When a product is included in some BRs but not all BRs, it is still included as a segment in the vertical bar. When you hold your mouse over the segment, Product is not on this Release is displayed. If the BR contains more than 10 products, then only the total quantity of the products is displayed.

You can change the chart to display order quantity or ship quantity. You can also select a release and then select ... > Blanket Release Entry - Line Items to view the BR in Purchase Order Blanket Release Entry. If the BR is in the Entered (0) or Ordered (1) stages, then you can also open the order in Purchase Order Entry.

Blanket Release Value

This section displays a column chart that shows the date, suffix, and value of each BR. When you hold your mouse over a column, the order total of the BR is displayed. You can also select a release and then click the right arrow to view the BR in Purchase Order Blanket Release Entry.

Security

Access to the Overview tab, Purchase Order Entry, and Purchase Blanket Release Entry is determined by your functionality security in SA Operator Setup. Other security settings from SA Operator Setup are honored on the Overview tab. For example, if you cannot view prices, then the Ordered amount, Shipped amount, Total Invoice amount, and the Blanket Release Value chart are not displayed.