You may now have lots of buttons on your task bar for various acquisitions
records. Look for any button that says purchase order or invoice and close
it. Lets all bring up purchase order no. 90000.
We are looking at the header information. Lets look at the tabs
and see what kind of information is available. Notice that some of the
tabs are yellow and some are gray. If you recall when we were looking
at the color setup earlier, yellow represents a tab that has information
behind it. Gray represents a tab with no information behind it (for
example, no notes or no invoice attached to the record)
Header and footer information includes vendor, currency, claims intervals,
and the like. Properties shows when the record was created and
updated. Vendor history shows any change of . Related invoices
displays any invoices attached to the purchase order.
In the bottom half of your screen, you can see the line item
information. If you need to widen a column to see the whole field (for
example, the fund field), you can drag and drop the right side of the
column to temporarily change the field width. This does not affect the
order in any way; when you close this order and reopen it, it will display
according to system defaults.
Note that the button at the top saysQuick line item on.
Lets highlight the line item and click on the Details button
at the bottom. This is basically the same information you just saw on
the line item.
Now lets close this display. Click on Save or Cancel.
Click on the "Quick line item on" button so that it
toggles to "Quick line item off." Now once again, click
on "Details." You get an entirely different display,
with all the available information for that purchase order. Once again,
tabs with any information behind them are yellow.
Lets just page through the tabs and see what information is available.
(Note particularly - copy status tab; Order tab with ellipsis link to
the PO); Notes with PO notes and invoice notes, see icons at left)
Note the toolbar for the new PO has save; save & close
; delete (X) buttons at the top. Approve button will appear after
the po is saved.
Vendor code keep cursor on and it will display vendor
Note the quick line item button is on as set in workflows. This
means that when I add a line for a bibliographic record, I will see
one-screen order entry.
If a fund code exists, you dont need to use the mouse. You must
first select a ledger to use the fund code.
The quick line item on button is a toggle. You can at any time
look at the full tabbed details display. You will see different results
clicking on the Details button, depending on whether quick line
item is on or off. (Demonstrate) Note the color of the tabs which
have information behind them.
If you click on the Order or Payment tabs, you ll
see ellipsis by the number, which is a link to the PO or the Invoice.
Similarly an ellipsis by the vendor code in the PO header will take
you to the vendor record
Now lets take a look at the invoice attached to this purchase order.