Page 30 - Participant Guide - Unanet GovCon Using Purchasing

Review Purchasing Reports

The various Purchasing reports (Purchase Requisition Status, Purchase Order Details,
Purchase Order Status) and Project Commitments report can be run and analyzed to
ensure accurate transaction processing and review statuses.

Navigate: Reports > Dashboard >Financials > Purchasing

Purchase Order Status Report – shows the status of a Purchase Order (PO), the
document amount and balance, and pending approvals by Managers, Project
Approvers, and Customer Approvers. Roles of Purchaser and PO Viewer are needed.
Purchase Order Details Report - includes details for Purchase Orders (POs) to help
find amounts remaining on PO. The data included in this report consists of all PO/PO
lines that meet the criteria plus any actuals associated with those PO/PO lines. Actuals
can include all timesheets (both regular and adjusted, regardless of status), all expense
reports (regardless of status), and posted Vendor Invoices. Roles of Purchaser,
Purchase Order Viewer, and specific PO Owner and Receiver/Approver are needed.

Activity 3.3 Review Purchase Order Details Report

Login as Peter Purchaser (Purchaser) – ppurchaser / welcome

Activity Steps
1. Navigate: Reports > Dashboard >Financials > Purchasing > Purchase Order
Details

2. Run the Purchase Order Details with the following criteria:
• VENDOR ORG NAME %HIRE% to select both Vendors
• SORTING OPTIONS: Sort by Vendor, PO
• COLUMN OPTIONS Select All

3. Review the results to answer the following:
Question: Answer

What are the various DOC TYPES listed for the
values under the APPLIED column?

LESSON 3 PURCHASE ORDERS (PO)
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