Page 22 - Participant Guide - Unanet GovCon Using Purchasing

Summary Form tab – used to set up the PO format options. The Generate PO Form
checkbox will determine if the current PO generates a PO form. By default, the fields
are disabled until the Generate PO Form is selected. Once selected, can choose the
Format (created by the Admin) and its Detail Level(s) (Single, Consolidated,
Consolidated with Details), as well as select the PO Contact and Delivery options (email
or print) for the form(s). Form Detail Levels become hyperlinks which can be used to
see a preview.

• Single – display only the lines created or modified (MOD) on the current
document
• Consolidated – display all the line of the original PO and its modifications
(MODs) and will sum the amounts from the original through the current document
• Consolidated with Details – display all the lines of the original PO and its
modifications (MODs) and will sum the amounts from the original through the
current document. In addition, the details of the original PO and its modifications
(MODs) will be printed to display the history of each line.

Summary Alerts tab – used to set up performance alert options. Allows Purchasers to
specify a variety of information that can be displayed on Unanet dashboards and/or sent
to users via email. If selecting USE DEFAULT PREFERENCES, this uses the
preferences that the Purchaser of the PO has set up on the Purchasing Alerts menu
page and makes this read-only.

Summary Other tab - will be available to select various User Defined Field (UDF)
information as your System Administrator has configured in order to be CPSR
compliant. See Appendix for further information on UDFs and CPSR compliance

Left side Menus:
Detail Lines: After saving, you can navigate to the left side menu to enter the individual
Detail line information in the Labor, Expense, or Items sections. If the PO is related to a
PR, the Approved PR Labor Lines will be displayed. You can click on the add detail icon
to create a PO line from a PR line or an existing PO line. You can only create one line
for each approved PO line, but you can create multiple lines from a single PR line. As
details are entered, the amount is calculated for each section under Document Totals.
The sum of the Details sections (Labor, Expense, Items) must equal the Summary
Purchase Amount.

Attachments: The shared document management features allow you to keep track of
different document versions and attach them to PRs and POs. Various documents
(such as tracking negotiations and agreements) can be added to a PO in any status.
Documents can be attached at the Summary (Link to Current Document) or Detail line
level (Links to Current Details).

There are two ways to add an attachment: shared documents or drag and drop. For
shared documents, you must have Document Manager, Document Viewer, or Project

LESSON 3 PURCHASE ORDERS (PO)
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