Purchase Order Post Instructions

Use the Purchase Order Post routine to finalize the purchase order process and update the various files with the purchase order information.  The purchase order transactions with a released or canceled status are posted to the Open Purchase Order file.  In addition, the purchase order transaction amounts will update Appropriation Accounts or GL accounts with the purchase order amounts.

Notes:

• Prior to beginning the Purchase Order Post routine make sure you have generated and entered all transactions and have printed a final copy of the Purchase Order Summary or Detail Transaction Journal.

• Maintain a copy of the Purchase Order Post Summary for a complete audit trail.

• For information on the timing and sequence of purchase order tasks, see Purchase Order Procedure.

• For more information about running reports, see Print View.

Directions:

To see directions for...

• Opening the Purchase Order Post, click More.

   

  1.  Click Fund Accounting from the Menu Bar.

  2.  Click Daily Work.

  3.  Click Purchasing.

  4.  Click Purchase Order Post.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [u] [d] [p] [p].

  Note:  If Purchase Order Entry is open, right-click for the shortcut menu where you can select Purchase Order Post.

   

  Purchase Order Post Window Example:

  

   

   

• Choosing the Selections at the Prompt Window, click More.

   

  Purchase Order Post Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Have you printed the purchase order journal?	To indicate that you have printed the purchase order journal, click to select the box. Or, if you have not printed the purchase order journal, click Cancel to return to the menu.
  Printer	Displays the default printer number.  For more information, see Printing Options.
  	To run the routine and generate the report, click Post or press [ENTER]. Keyboard shortcut: [ALT + p]  Important:  The Posting Summary prints Post Complete when the routine is finished.  Before closing the window, confirm the Post Printout prints Post Complete and that all printed information is correct.
  	To escape from the routine: Click Cancel. Keyboard shortcut: [ALT + c] Or, click Close .

   

• Report Sample(s), click More.

   

  To see an example of the report, click Purchase Order Post Summary Sample.