Page 21 - Participant Guide - Unanet GovCon Using Purchasing
P. 21
Required Fields:
LEGAL ENTITY The legal entity to which this will belong
PURCHASE ORDER:
• Owning Organization • The organization on behalf of which the Purchaser is
creating the PO
• Purchase Amount • Defaults to zero and can be updated to represent the total
value of the PO
• Description • Used to describe the purpose of the PO
DOCUMENT/COMMITMENT:
• Document Date • Pre-populated with the current date and may need to be
updated
• Commitment Date • Pre-populated with the current date and may need to be
updated to the desired date for the value of the PO
commitment to start showing on the commitment reports.
This is linked to the Fiscal Period field
• Fiscal Period • Pre-populated with the current fiscal period and is linked
to match the Commitment Date field
VENDOR:
• Vendor • This will specify your vendor and allow for easier PO
Assignments
• Payment Terms • Will auto populate based on the Vendor profile
ADDITIONAL INFO:
• Purchaser • This will default to the Purchaser entering the PO
Suggested Fields to include:
PURCHASE ORDER:
• Purchase Requisition # • Used to search for available PR to create a PO. When
searching use “%” which will show only the PRs that are in
OPEN status and can be used to create a PO (also
Approved if working with a Modification – Lesson 5)
• Begin and End Date
• To represent the Period of Performance (POP) dates
VENDOR INVOICE OVERAGE Defaults to Limit. Typical use on the Summary page in order to
• Limit/Don’t Limit/PO Fund utilize the PO system to help control the risk of overpayment.
Cap Adj The selection on Detail lines do not have to match the
summary control selection. They can individually be set to
Don’t Limit. which allows flexibility within the line items on the
Vendor Invoice.
ADDITIONAL INFO: Suggested that a project is selected at the summary level in
• Project order for the commitment of the PO to show on project
reporting. Also, if a project is specified on the PO summary, a
warning message will be displayed if the PO Summary Begin
and End Dates are outside of the Project Revised Dates.
LESSON 3 PURCHASE ORDERS (PO)
©2022 Unanet. All rights reserved.
21
